The Role
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.
In 2001, we started with an idea, an opportunity, and $25,000. Back then, our focus was strictly
on serving those in the medical industry. With healthcare in our heritage, we soon expanded
to serve high-earning professionals in many
other industries, providing all with leading-edge financial solutions, including our extensive network of community banks.
Today, BHG Financial has firmly established
its legacy as a leader in the financial services space. Founded on the philosophy of a better way to borrow, we are dedicated to helping accomplished professionals, small businesses, and institutions build upon their success through innovative financial solutions, a hassle-free process, and personalized concierge service.
Our relentless commitment to the success of our customers is part of what has made BHG Financial thrive. We take a 360-degree view of our customers to tailor the best solutions for their financial aspirations. Today's professionals have multiple sources of income, not just their paycheck. Therefore, it is essential to factor those in when making responsible lending decisions. Our continued focus on data, analytics, and proprietary modeling has enabled faster funding for our customers.
From business to personal loans to relationships with community banks, the country’s top professionals and business owners rely on us for our exceptional financial solutions and concierge service to continue their success and legacy.
Who You Are
You are a results-driven financial professional with expertise in budgeting, forecasting, financial analysis, and data analysis, especially in project-based environments. Known for your ability to simplify complex financial data and present clear, actionable insights, you excel at building strong relationships with executives, leaders, and cross-functional teams. You bring a proactive, organized approach to streamlining processes, improving financial strategies, and identifying operational efficiencies. With sharp business acumen, strong communication skills, and a talent for managing multiple priorities, you play a key role in guiding smart financial decisions and supporting both immediate goals and long-term success.
*Please note this role holds a 'Manager' title due to its functional ownership of critical financial processes, not because it involves direct team management.*
What You'll Do
- Adhering to Finance guidelines and working tightly with our Finance partners, participate in the annual budgeting process, short-term and long-term forecasting processes for OPEX and CAPEX spending, and align financial goals to the overall business strategy
- Lead monthly financial reviews (including variance analysis) with cost center leaders and project teams, provide our Finance partners with the latest information for upload into the Adaptive Planning System
- Responsible for gathering monthly labor allocation across all strategic projects and teams and ensuring that any and all capital-related labor is routed to the respective strategic capital project via our Finance and Payroll partners
- Collect, clean, analyze, visualize, and interpret loan processing expense data on a monthly basis to identify trends and support the forecasting of these expenses across the business functions
- Evaluate internal systems for efficiency, problems, and inaccuracies, and develop and maintain protocols for handling, processing, and cleaning data
- Partner with Sourcing Vendor Management, Finance, Business Analytic functions, and others to ensure alignment of financial data and forecast
- Build robust partnerships and trust with key stakeholders, which includes executives and department leaders, and provide financial analysis, support, and suggestions for future business decisions
- Alongside project core teams, work together to build out comprehensive technology project estimates including all anticipated project expenditures
- Streamline foundational financial processes to aid in the maturation of the organization’s financial decision-making process through the analysis of financial results, forecasts, variances, and trends
- Help document and maintain consistent financial-related Standard Operating Procedures in conjunction with working closely with our Finance partners
- Collaborate closely with all BHG departments to understand their priorities and business drivers in order to most accurately depict their expense-related forecasts
- Analyze complex financial information, identify trends/opportunities, and provide recommendations to leadership/management for decision-making
- Ad hoc projects as requested
What You'll Need
- Bachelor's Degree is required, Finance, Accounting, Business, or related preferred
- Strong knowledge of US Generally Accepted Accounting Principles is beneficial
- Advanced user of Microsoft Excel (complex formulas, pivot tables, VLOOKUP, charts, etc.)
- Skilled in common business tools such as Microsoft PowerPoint and SharePoint
- Experience using ERP Financial Systems, especially Workday Adaptive Planning, is required
- Proven aptitude with analytics skills, including mining, evaluation, and visualization
- Proficiency with Power BI or other data analytics software is required
- Willing and able to travel up to 25%
- In-office 2+ days per week
Skills & Competencies
- 5+ years of accounting or financial experience, with experience in technology project-based financials and project capitalization rules
- Proficiency in data analysis tools and programming languages (e.g., SQL, Python, R, etc.)
- Experience with data visualization tools (e.g. Power BI) is required
- Proficient in active listening and affinity to articulate ideas clearly and persuasively, thus building and fostering strong and meaningful stakeholder relationships
- Partners with senior leadership to develop and implement operational expense (OpEx) strategies that optimize cost efficiency and drive business growth.
- Provides data-driven insights and recommendations to executives on OpEx management, cost control, and resource allocation.
- Collaborates with senior leaders to forecast, analyze, and monitor OpEx trends, ensuring alignment with financial goals.
- Advises leadership on cost-saving initiatives, process improvements, and operational efficiencies to enhance profitability.
- Works closely with executives to establish OpEx governance frameworks, ensuring compliance with budgetary and financial objectives
- Self-motivated and strong work ethic, with an ability to work independently on multiple projects simultaneously
- Exceptional written and verbal communication skills are essential
- Proficient in active listening and able to articulate ideas clearly and persuasively
- Possess strong financial and business acumen
- A mature thinker with strong communication and presentation skills; experience interacting with colleagues in presenting ideas and opportunities supported by fact-based data and decisions
- Ability to work within a structured approach, with an ability to maintain organized systems and processes for efficiency
- Able to think innovatively when it comes to continuous process improvement for efficiencies
Life at BHG Financial
At BHG Financial, 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 Financial
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 Financial include:
•Medical/Rx/Dental/Vision coverage for employees and their eligible family members
•Competitive PTO and vacation policies
•1 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 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!
BHG Financial 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. BHG Financial is an equal opportunity employer; committed to a community of inclusion, and an environment free from discrimination, harassment, and retaliation.
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The Company
What We Do
BHG Financial is transforming the financial industry; leveraging the power of data, analytics, and cutting-edge technology to become not only the number one source for professional loans, but also the creator of the largest community bank loan and product network in the country.
Since 2001, BHG has originated more than $18.5 billion in loan solutions to top-quality borrowers, which community and midsize banks can access via a state-of-the-art loan delivery platform. Building on nearly two decades of innovation, BHG and its family of brands now offer a full suite of financial solutions that span business, consumer, and SBA 7(a) loans, credit cards, collection services, risk management services, and point-of-sale financing.
With record growth year after year, BHG continues to be recognized regionally and nationally: earning a spot on the Inc. 5000 for 16 years running, and receiving accolades from Great Place to Work® and Fortune magazine, among others. BHG is partially owned by Pinnacle Bank (PNFP) and has headquarters in Davie, FL, Syracuse, NY and Atlanta, GA.
Why Work With Us
BHG Financial cultivates a high-energy atmosphere in an open-door, non-traditional corporate environment. As a growing company of more than 1500, it's the perfect place to share your ideas and advance your career.
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