Teams at BHG Financial

Analyze credit card sales and business performance using Databricks, SQL, Power BI, and related tools. Optimize lead prioritization and conversion, evaluate customer segments and markets, design A/B tests, and connect sales metrics to revenue, acquisition, and profitability. Present actionable insights and strategic recommendations to cross-functional stakeholders while supporting marketing and business strategy.

Design, develop, maintain, and support a large Salesforce environment across Sales Cloud and Service Cloud. Build Apex, Aura, and LWC solutions; implement Data Cloud and AgentForce capabilities; maintain integrations and data flows; troubleshoot production issues; create reports and dashboards; recommend automation; participate in architecture, testing, deployment, documentation, and code reviews; and enforce scalable Salesforce development practices.

Performs financial analysis, loan portfolio reporting, inventory management, cash forecasting, financial modeling, variance analysis, and process improvement. Partners with Finance, Capital Markets, Accounting, and Legal teams to provide insights, identify risks and opportunities, support strategic initiatives, and inform leadership decisions. Uses Excel, SQL, Power BI, and other reporting tools to maintain models, analyze financial results, and manage data workflows.