Performs financial analysis, loan portfolio reporting, inventory management, cash forecasting, financial modeling, variance analysis, and process improvement. Partners with Finance, Capital Markets, Accounting, and Legal teams to provide insights, identify risks and opportunities, support strategic initiatives, and inform leadership decisions. Uses Excel, SQL, Power BI, and other reporting tools to maintain models, analyze financial results, and manage data workflows.
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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