Senior Financial Analyst

1 month, 1 week ago
Full-time
Senior
Finance and Accounting
BHG Financial

BHG Financial

BHG Financial is a pioneering financial company that specializes in providing innovative solutions for business professionals, consumers, and financial institutions nationwide. With a focus on technology, analytics, and exceptional service, BHG offers ...

Diversified Financial Services
1K-5K
Founded 2001

Description

  • Collect, synthesize, and analyze large datasets to identify trends, risks, and opportunities.
  • Design and maintain Power BI reports connected to SQL-based data sources.
  • Support the migration of financial reporting from Excel to Adaptive Insights, Power BI, and other automated platforms.
  • Update and maintain multi-year financial forecast models for subsidiary companies.
  • Own multiple financial modules and manage them as part of core business operations.
  • Conduct scenario analyses and stress tests to support strategic initiatives.
  • Implement and update financial models in Adaptive Insights.
  • Partner with operations, accounting, and leadership teams to align financial goals with business objectives.
  • Create, maintain, and analyze budgets, including variance analysis and actionable insights.
  • Prepare standardized reporting packages, board materials, and executive summaries.
  • Support month-end close activities and report on key risks and opportunities.
  • Drive continuous improvement in forecasting, reporting, data management, and financial workflow efficiency.

Requirements

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field, or equivalent experience; CPA or CFA preferred.
  • 4–8 years of progressive experience in financial analysis, modeling, reporting, and data work.
  • Advanced proficiency in Microsoft Excel and financial modeling.
  • Familiarity with SQL, Power BI, and Adaptive Insights or similar tools.
  • Experience with R or Python is desired.
  • Understanding of GAAP and structured finance principles.
  • Strong analytical and problem-solving skills.
  • Strong communication and presentation skills for diverse audiences.
  • Ability to manage multiple projects in a fast-paced, deadline-driven environment.
  • Willingness to travel during the first 6 months of employment and approximately 5% annually thereafter.

Benefits

  • Medical/Rx/Dental/Vision coverage for employees and eligible family members.
  • Competitive PTO and vacation policies.
  • One 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 with additional bonuses for top achievers.
  • Ongoing volunteer opportunities through the BHG Cares program.

Interested in this position?

Apply directly on the company website

Apply Now

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