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 results-driven financial professional with expertise in budgeting, forecasting, financial analysis, and data analysis, especially in project-based environments. Known for your ability to simplify complex financial data and present clear, actionable insights, you excel at building strong relationships with executives, leaders, and cross-functional teams. You bring a proactive, organized approach to streamlining processes, improving financial strategies, and identifying operational efficiencies. With sharp business acumen, strong communication skills, and a talent for managing multiple priorities, you play a key role in guiding smart financial decisions and supporting both immediate goals and long-term success.
*Please note this role holds a 'Manager' title due to its functional ownership of critical financial processes, not because it involves direct team management.*
What You'll Do
Adhering to Finance guidelines and working tightly with our Finance partners, participate in the annual budgeting process, short-term and long-term forecasting processes for OPEX and CAPEX spending, and align financial goals to the overall business strategy
Lead monthly financial reviews (including variance analysis) with cost center leaders and project teams, provide our Finance partners with the latest information for upload into the Adaptive Planning System
Responsible for gathering monthly labor allocation across all strategic projects and teams and ensuring that any and all capital-related labor is routed to the respective strategic capital project via our Finance and Payroll partners
Collect, clean, analyze, visualize, and interpret loan processing expense data on a monthly basis to identify trends and support the forecasting of these expenses across the business functions
Evaluate internal systems for efficiency, problems, and inaccuracies, and develop and maintain protocols for handling, processing, and cleaning data
Partner with Sourcing Vendor Management, Finance, Business Analytic functions, and others to ensure alignment of financial data and forecast
Build robust partnerships and trust with key stakeholders, which includes executives and department leaders, and provide financial analysis, support, and suggestions for future business decisions
Alongside project core teams, work together to build out comprehensive technology project estimates including all anticipated project expenditures
Streamline foundational financial processes to aid in the maturation of the organization’s financial decision-making process through the analysis of financial results, forecasts, variances, and trends
Help document and maintain consistent financial-related Standard Operating Procedures in conjunction with working closely with our Finance partners
Collaborate closely with all BHG departments to understand their priorities and business drivers in order to most accurately depict their expense-related forecasts
Analyze complex financial information, identify trends/opportunities, and provide recommendations to leadership/management for decision-making
Ad hoc projects as requested
What You'll Need
Bachelor's Degree is required, Finance, Accounting, Business, or related preferred
Strong knowledge of US Generally Accepted Accounting Principles is beneficial
Advanced user of Microsoft Excel (complex formulas, pivot tables, VLOOKUP, charts, etc.)
Skilled in common business tools such as Microsoft PowerPoint and SharePoint
Experience using ERP Financial Systems, especially Workday Adaptive Planning, is required
Proven aptitude with analytics skills, including mining, evaluation, and visualization
Proficiency with Power BI or other data analytics software is required
In-office and Travel requirements: Willing and able to travel up to 25% annually, including attendance at the BHG Oars in Experience during the first 6 months of employment, periodic team on-sites, cross-functional meetings, and other business-related activities, while maintaining an in-office presence of at least 2 days per week.
Work Authorization: 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.
Skills & Competencies
5+ years of accounting or financial experience, with experience in technology project-based financials and project capitalization rules
Proficiency in data analysis tools and programming languages (e.g., SQL, Python, R, etc.)
Experience with data visualization tools (e.g. Power BI) is required
Proficient in active listening and affinity to articulate ideas clearly and persuasively, thus building and fostering strong and meaningful stakeholder relationships
Partners with senior leadership to develop and implement operational expense (OpEx) strategies that optimize cost efficiency and drive business growth.
Provides data-driven insights and recommendations to executives on OpEx management, cost control, and resource allocation.
Collaborates with senior leaders to forecast, analyze, and monitor OpEx trends, ensuring alignment with financial goals.
Advises leadership on cost-saving initiatives, process improvements, and operational efficiencies to enhance profitability.
Works closely with executives to establish OpEx governance frameworks, ensuring compliance with budgetary and financial objectives
Self-motivated and strong work ethic, with an ability to work independently on multiple projects simultaneously
Exceptional written and verbal communication skills are essential
Proficient in active listening and able to articulate ideas clearly and persuasively
Possess strong financial and business acumen
A mature thinker with strong communication and presentation skills; experience interacting with colleagues in presenting ideas and opportunities supported by fact-based data and decisions
Ability to work within a structured approach, with an ability to maintain organized systems and processes for efficiency
Able to think innovatively when it comes to continuous process improvement for efficiencies
