BHG Financial
BHG is the original disruptor in business working capital and unsecured consumer loans.
Senior Financial Analyst
Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteSeniorTeam 1,001-5,000Since 2001H1B No SponsorCompany SiteLinkedIn
Location
United States
Posted
70 days ago
Salary
Not specified
Seniority
Senior
EnglishPythonSQL
Job Description
•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.
•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 modelling within Adaptive Insights, making updates and adjustments as needed.
•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.
•Drive continuous improvement in forecasting, reporting, and data management processes.
•Implement best practices for efficiency and accuracy in financial workflows.
•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.
Job Requirements
- Bachelor’s degree in Finance (or equivalent experience), Accounting, Economics, or related field (CPA or CFA preferred).
- 4–8 years of progressive experience in financial analysis, modeling, reporting and data.
- 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.
- 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.
Benefits
- 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
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