BHG Financial

Financial Analyst

BHG Financial

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Job Level

JuniorMid-Level

Tech Stack

SQL

About the role

  • 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

Requirements

  • 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