Senior Financial Analyst

Join BHG Financial

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're a versatile finance professional who thrives in a fast-paced environment and enjoys wearing multiple hats. You excel at financial modeling, budgeting, and analytics, while also being comfortable with strategic planning and cross-functional collaboration. You're detail-oriented, tech-savvy, and passionate about turning data into actionable insights.

What You'll Do

Data Analysis & Insights

• Collect, synthesize, and analyze large datasets to identify trends, risks, and opportunities.
• Design and maintain Power BI reports, ensuring integration with underlying SQL-based data sources.
• Support the migration of data outputs from Excel to Adaptive Insights, Power BI, and other automated reporting platforms.

Financial Modeling & Forecasting

• Update and maintain multi-year financial forecast models for subsidiary companies.
• Take ownership of multiple financial modules and manage them as integral components of the core business.
• Conduct scenario analyses and stress tests to support strategic initiatives.
• Implement modeling within Adaptive Insights, making updates and adjustments as needed.

Cross-Functional Collaboration

• Partner with operations, accounting, and leadership teams to align financial goals with business objectives.
• Support ad-hoc projects and special initiatives across various finance teams.

Process Improvement

• Drive continuous improvement in forecasting, reporting, and data management processes.
• Implement best practices for efficiency and accuracy in financial workflows.

Budgeting & Reporting

• Create, maintain, and analyze budgets; identify variances and provide actionable insights.
• Prepare standardized reporting packages, board materials, and executive summaries.
• Support month-end close activities while analyzing and reporting on key risks and opportunities.

What You'll Need

Education & Experience

• Bachelor's degree in Finance (or equivalent experience), Accounting, Economics, or related field (CPA or CFA preferred).
• 48 years of progressive experience in financial analysis, modeling, reporting and data.

Technical Skills

• Advanced proficiency in Microsoft Excel and financial modeling.
• Familiarity with SQL, Power BI, and Adaptive Insights (or similar tools).
• Experience with R or Python desired
• Understanding of GAAP and structured finance principles.

Soft Skills

• Exceptional analytical and problem-solving abilities.
• Strong communication and presentation skills for diverse audiences.
• Ability to manage multiple projects in a fast-paced, deadline-driven environment.

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

If you're ready for a career where you can exercise your passions, be surrounded by co-workers who are relentlessly committed to service, and have a team-player mindset, apply today!

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.