Financial Analyst

Team: Finance

Department: Accounting & Finance

Location: Remote

Commitment: Full-time

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Summary

Who You Are

You are a motivated Finance or Accounting professional who is passionate about the financial industry. You excel at being detail-oriented and have experience with annual planning and financial modeling 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

Help build out and maintain financial forecast modeling to project earnings and cash needs over multiple years
Assist in loan inventory management and short-term cash forecasting
Responsible for creating, maintaining, analyzing annual budgets and identifying key differences throughout the budget cycle.
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, Adaptive Insights, 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.
Analyze complex financial information, identify trends/opportunities, and provide recommendations to leadership/management for decision-making.
Partner with other members of the Finance department to ensure accurate support for forecast figures is available upon request.
Execute continuous process improvement and ad hoc analysis for the organization.
Ad hoc projects as requested

What You'll Need

Bachelor's Degree is required, Finance, Accounting or Economics preferred
2 - 4 years of progressive accounting or finance experience
Strong quantitative skills, knowledge of financial modeling, and a solid background in lending, capital market specifically structured finance or financial services
Working knowledge of US Generally Accepted Accounting Principles (GAAP) is beneficial
Strong command of Microsoft Excel and common database systems is required, while experience with PowerBI, Adaptive Planning Software or SQL is a plus
Self-motivated and strong work ethic, with an ability to work independently on multiple projects simultaneously
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
Having or actively pursuing a professional certification such as a CFA, MBA, or CPA is a plus

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:

Medical coverage for employees and their eligible family members
Competitive PTO and vacation policies
Company 401(k) plan with employer contributions after one year
On-site gym access and memberships
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

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!

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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.