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Financial Analyst

BHG Financial

Role overview

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
  • Strong command of Microsoft Excel and common database systems

Responsibilities

  • Help build out and maintain data analyses and reporting
  • Assist in loan inventory management and short-term cash forecasting
  • Develop, produce, and maintain optimization models
  • Analyze complex financial information and provide recommendations

Key facts

Hard skills

Financial Modeling Loans Capital Markets Structured Finance SQL (Programming Language) Power BI Tableau (Business Intelligence Software) Variance Analysis Process Improvement Mbaas

Other skills

  • Problem Reporting
  • Microsoft Excel
  • Analytical Skills
  • Communication
  • Problem Solving
  • Time Management
  • Teamwork

About the company

BHG Financial logo

BHG Financial

Consumer & Commercial Lending

BHG is transforming the financial industry; leveraging the power of data, analytics, and cutting-edge technology to become not only the number one source for professional loans, but also the creator of the largest community bank loan and product network in the country.Since 2001, BHG has originated more than $15 billion in loan solutions to top-quality borrowers, which community and midsize banks can access via a state-of-the-art loan delivery platform. Building on nearly two decades of innovation, BHG and its family of brands now offer a full suite of financial solutions that span business, consumer, and SBA 7(a) loans, credit cards, collection services, risk management services, and point-of-sale financing.With record growth year after year, BHG continues to be recognized regionally and nationally: earning a spot on the Inc. 5000 for 16 years running, and receiving accolades from Great Place to Work® and Fortune magazine, among others. BHG is partially owned by Pinnacle Bank (PNFP) and has headquarters in Davie, FL, Syracuse, NY and Atlanta, GA.

Company details

Company typeLarge
IndustryConsumer & Commercial Lending
Company size1001 - 5000

Links

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Job description

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
    •

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    MR

    Marcus Rivera

    Chief Revenue Officer

    m.rivera@company.com
    linkedin.com/in/marcusrivera
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