Financial Analyst

BHG Financial; United States; Remote; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical coverage

PTO and vacation policies

Wellness Fridays

Job summary

BHG Financial is seeking an analytical Finance/Accounting professional to support annual planning, forecasting, and portfolio analytics for a fast-moving team. You will work cross-functionally with Accounting, Capital Markets, and Legal to build models, analyze loan portfolios, and influence management decisions.

The role emphasizes data-driven insights, collaboration, and the ability to manage multiple projects with strong communication skills in a dynamic environment.

Qualifications

• Bachelor's degree in Finance, Accounting or a quantitative field preferred.
• 2-4 years of progressive data analytics or finance experience.
• Strong quantitative skills, knowledge of financial modeling, and a solid background in lending/capital markets.

Responsibilities

• Build and maintain data analyses and reporting for BHG’s growing loan portfolios.
• Assist in loan inventory management and short-term cash forecasting.
• Develop, produce, and maintain optimization models across Capital Markets and Finance.
• Analyze complex financial information, identify trends, and provide leadership with recommendations.
• Support financial team leadership and cross-functional partners.

Skills

Financial modeling

Data analytics

Excel proficiency

Analytical thinking

Communication skills

Education

Bachelor's degree in Finance/Accounting or quantitative field

Tools

PowerBI

Tableau

SQL databases

Job description

Are you ready to join a growing team that puts a premium on productivity and has an award-winning culture centered around transforming talented employees into effective business leaders? Then BHG Financial is the place for you.

In 2001, we started with an idea, an opportunity, and $25,000. Back then, our focus was strictly on serving those in the medical industry. With healthcare in our heritage, we soon expanded to serve high-earning professionals in many other industries, providing all with leading-edge financial solutions, including our extensive network of community banks.

Today, BHG Financial has firmly established its legacy as a leader in the financial services space. Founded on the philosophy of a better way to borrow, we are dedicated to helping accomplished professionals, small businesses, and institutions build upon their success through innovative financial solutions, a hassle-free process, and personalized concierge service.

Our relentless commitment to the success of our customers is part of what has made BHG Financial thrive. We take a 360-degree view of our customers to tailor the best solutions for their financial aspirations. Today's professionals have multiple sources of income, not just their paycheck. Therefore, it is essential to factor those in when making responsible lending decisions. Our continued focus on data, analytics, and proprietary modeling has enabled faster funding for our customers.

From business to personal loans to relationships with community banks, the country’s top professionals and business owners rely on us for our exceptional financial solutions and concierge service to continue their success and legacy.

Who You Are:

You are a motivated Finance or Accounting professional who is passionate about the financial industry. You excel at being detail-oriented and have experience with annual planning and financial modeling in a fast-moving environment. In this role, you will be a self-starter who is skilled in communicating with cross-functional partners who have different backgrounds, levels, and experiences. A successful candidate will be able to manage complex workflows that involve multiple stakeholders and build strong relationships across teams.

What You'll Do

• Help build out and maintain data analyses and reporting to project BHG’s growing list of loan portfolios
• Assist in loan inventory management and short-term cash forecasting
• Develop, produce, and maintain optimization models that support business needs across the Capital Markets and Finance departments.
• Analyze complex financial information, identify trends/opportunities, and provide recommendations to leadership/management for decision-making.
• Support financial team leadership
• Develop analyses to support strategic initiatives utilizing financial reporting tools including Excel, SQL, or PowerBI
• Perform detailed variance analysis evaluating results vs. forecasts, explaining variances attributed to key business drivers, and assisting in month-end financial statements analysis.
• Work with internal teams, provide analytical insights regarding BHG’s loan portfolios to internal teams, including Accounting, Capital Markets, Legal.
• Execute continuous process improvement and ad hoc analysis for the organization.
• Ad hoc projects as requested

What You'll Need

• “This role is not eligible for employer-provided immigration sponsorship. To be considered, applicants must already possess valid U.S. work authorization that will not require sponsorship now or in the future.”
• Bachelor’s degree in Finance, Accounting or a quantitative field preferred
• 2 - 4 years of progressive data analytics or finance experience
• Strong quantitative skills, knowledge of financial modeling, and a solid background in lending, capital market specifically structured finance or financial services
• Strong command of Microsoft Excel and common database systems is required, while experience with PowerBI, Tableau or other reporting tools is a plus
• Self-motivated and strong work ethic, with an ability to work independently on multiple projects simultaneously
• Strong analytical, problem solving skills
• Ability to maintain models, identify key financial & non-financial risks, improve processes, and manage data flow
• Excellent verbal and written communication and presentation skills with individuals
• Able to learn quickly and adapt to a fast-paced, deadline-oriented environment
• Able to organize, prioritize tasks, and take accountability
• Having or actively pursuing a professional certification such as a CFA, MBA, or CPA is a plus

Life at BHG Financial

At BHG Financial, we work hard and aren’t afraid to take risks. Since the beginning, our core values of PMA (positive mental attitude), team player, and loyalty have been the driving force behind every interaction we have between each other and our customers. We have a healthy respect for the daily grind, yet we value work/life balance. We believe that all employees should have the opportunity to lead and that good ideas can come from anyone. From the top down, our leaders are actively involved not only in strategic oversight and running the business, but also in the well-being and growth of all employees. We consider people our #1 asset, and help employees realize their full potential, set and exceed their goals, and explore new opportunities for personal and professional development.

Why You Should Join BHG Financial

We strive to offer amenities, opportunities, events, and programming that support the interests of our teams, while furthering the culture that makes us Great Place to Work® certified. Some of the benefits you can expect when you join BHG Financial include:

• Medical/Rx/Dental/Vision coverage for employees and their eligible family members
• Competitive PTO and vacation policies
• 1 Friday off each month for Wellness Weekends
• Company 401(k) plan with employer contributions after one year
• Company-sponsored training and certification opportunities
• Quarterly award ceremonies where top achievers are celebrated and receive additional bonuses
• Ongoing volunteer opportunities to give back to the community through our BHG Cares program

BHG Financial is committed to equal treatment and opportunity in all aspects of recruitment, selection, and employment without regard to gender, race, religion, national origin, ethnicity, disability, gender identity/expression, sexual orientation, veteran or military status, or any other category protected under the law. BHG Financial is an equal opportunity employer; committed to a community of inclusion, and an environment free from discrimination, harassment, and retaliation.