Financial Analyst

Summary

BHG Financial is seeking a Financial Analyst to support its Finance and Capital Markets functions. The role focuses on loan portfolio analysis, financial modeling, cash forecasting, variance analysis, reporting, and providing insights to leadership and cross-functional teams.

Responsibilities

• 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

Skills

• “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.”
• 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
• 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
• Bachelor's degree in Finance, Accounting or a quantitative field preferred
• Strong command of Microsoft Excel and common database systems is required, while experience with PowerBI, Tableau or other reporting tools is a plus
• Having or actively pursuing a professional certification such as a CFA, MBA, or CPA is a plus

Qualifications

Must Haves

• “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.”
• 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
• 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

Nice to Haves

• Bachelor's degree in Finance, Accounting or a quantitative field preferred
• Strong command of Microsoft Excel and common database systems is required, while experience with PowerBI, Tableau or other reporting tools is a plus
• Having or actively pursuing a professional certification such as a CFA, MBA, or CPA is a plus

Benefits

• Remote work