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Director, Financial Modeling

Team: Finance
Department: Accounting & Finance
Location: New York, New York
Commitment: Full-time
Summary
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. We offer innovative financial solutions to licensed and highly-skilled professionals, representing the best of both traditional lending and fintech, and are looking for passionate, impact players to help take our company to the next level.
 
At BHG, you’ll become immersed in the finance industry—with a variety of loan solutions, credit cards, patient financing, bank programs, and collections services, which have helped BHG become one of the leading providers of finance solutions.
 
With over 20 years in business, we have the stability of an established company with the speed and agility of a startup, where ingenuity and risk-taking are encouraged, and every employee has the opportunity to learn, grow and thrive. 

Who You Are
You are a motivated Accounting or Finance professional who is passionate about the financial industry. You excel at being detail-oriented and have experience with securitization accounting 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
  • Lead the process and preparation of forecast reporting packages, FP&A management dashboards and reporting of key metrics and business units.
  • Build, maintain, and continually improve long-term financial models and strategies. This includes maintaining a detailed three statement interactive model to forecast key metrics for 1-year, 3-year, and 5-year time horizons.
  • Assist Capital Markets team on financial modeling and scenario analysis of current transactions and other corporate development initiatives in the pipeline.
  • Ensure the accuracy, integrity and delivery of all data requests related to reporting matters including press releases, investor presentations and earnings reports.
  • Liaise with the Accounting team to ensure accuracy of monthly and quarterly Financial Statements.
  • Prepare loan covenant compliance statements required by lenders and other agencies related to the company’s debt commitments.
  • Assist Senior Director on modeling or forecasting certain accounting and regulatory matters, industry trends, opportunities and risks.  
  • Regularly interact with the CFO and other members of BHG Financial leadership team, work seamlessly with all other functions including Accounting, Operations, Legal and Tax, as well as outside services such as auditors and law firms.
  • Provide financial, business and modeling expertise and guidance to junior members of the FP&A team.

What You'll Need
  • A bachelor’s degree in finance or accounting; CFA, CPA or MBA is a plus
  • At least 9-12 years of relevant FP&A experience, with strong leadership skills and the ability to think independently, strategically and operationally.
  • Extensive expertise in financial modeling in preparing executive summary presentations that capture the inputs, assumptions, key metrics, and document key drivers around the outputs
  • Working knowledge of U.S. GAAP to be able to model appropriately and consistently with BHG’s external reporting and key metrics to drive decisions.
  • Strong communication and presentation skills, excellent skills in excel modeling and PowerPoint.
  • Prior industry and/or asset securitization experience is desirable.
Life at BHG
At BHG, we work hard and aren't afraid to take risks. Since the beginning, our core values of PMA (positive mental attitude), team player and loyalty have been the driving force behind every interaction we have between each other and our customers. We have a healthy respect for the daily grind, yet we value work/life balance. We believe that all employees should have the opportunity to lead and that good ideas can come from anyone. From the top-down, our leaders are actively involved not only in strategic oversight and running the business, but also in the well-being and growth of all employees. We consider people our #1 asset, and help employees realize their full potential, set and exceed their goals, and explore new opportunities for personal and professional development.
Why You Should Join BHG

We strive to offer amenities, opportunities, events, and programming that support the interests of our teams, while furthering the culture that makes us Great Place to Work® certified. Some of the benefits you can expect when you join BHG include:

  • 100% coverage of monthly health insurance premiums
  • Competitive PTO and vacation policies
  • Company 401(k) plan with employer contributions after one year
  • On-site gym access and memberships, with personal trainers, and certified nutritionists on staff
  • Company-sponsored training and certification opportunities
  • Monthly 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
If you’re ready for a career where you can exercise your passions, be surrounded by co-workers who are relentlessly committed to service, and have a team-player mindset, apply today!
Apply Now
Bankers Healthcare Group is committed to equal treatment and opportunity in all aspects of recruitment, selection, and employment without regard to gender, race, religion, national origin, ethnicity, disability, gender identity/expression, sexual orientation, veteran or military status, or any other category protected under the law. Bankers Healthcare Group is an equal opportunity employer; committed to a community of inclusion, and an environment free from discrimination, harassment, and retaliation.