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.
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 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 data analyses and reporting to project BHG’s growing list of loan portfolios
- Assist in loan inventory management and short-term cash forecasting
- Develop, produce, and maintain optimization models that support business needs across the Capital Markets and Finance departments.
- 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, 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.
- Work with internal teams, provide analytical insights regarding BHG’s loan portfolios to internal teams, including Accounting, Capital Markets, Legal.
- Execute continuous process improvement and ad hoc analysis for the organization.
- Ad hoc projects as requested
What You'll Need
- “This role is not eligible for employer-provided immigration sponsorship. To be considered, applicants must already possess valid U.S. work authorization that will not require sponsorship now or in the future.”
- Bachelor’s degree in Finance, Accounting or a quantitative field preferred
- 2 - 4 years of progressive data analytics or finance experience
- Strong quantitative skills, knowledge of financial modeling, and a solid background in lending, capital market specifically structured finance or financial services
- Strong command of Microsoft Excel and common database systems is required, while experience with PowerBI, Tableau or other reporting tools is a plus
- Self-motivated and strong work ethic, with an ability to work independently on multiple projects simultaneously
- Strong analytical, problem solving skills
- 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 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.
Similar Jobs
Hardware
The Category Financial Analyst develops operating plans, forecasts, product P&L models, financial reports, and performance analyses for Logitech’s global Video Collaboration business. The role monitors KPIs, analyzes budget and forecast variances, identifies revenue risks and opportunities, evaluates business opportunities through ROI analysis, and advises product, portfolio, engineering, and commercial leaders. It also presents financial reviews, improves reporting processes, and supports financial tools and automation.
Top Skills:
Erp SystemsFinancial SoftwareExcel
Real Estate
Develops sophisticated financial models and conducts research and analysis for commercial real estate acquisitions, dispositions, leases, proposals, portfolios, and development opportunities. Supports transaction management, brokerage services, client presentations, RFP responses, and new business pitches. The role requires accurate financial analysis, process improvement, strong communication, advanced Excel skills, commercial real estate knowledge, and Argus modeling experience.
Top Skills:
ArgusExcel
Fintech • HR Tech • Insurance • Consulting
Supports corporate financial planning and analysis through monthly forecasting, annual budgeting, month-end close, performance reporting, and variance analysis. Collects and analyzes financial data, maintains databases, identifies risks and opportunities, and prepares consolidated reports and presentations for management decision support. Partners with Field FP&A teams and business stakeholders in a fast-paced environment.
Top Skills:
ExcelMicrosoft PowerpointOracle HyperionPower BISmartsheet
What you need to know about the Austin Tech Scene
Austin has a diverse and thriving tech ecosystem thanks to home-grown companies like Dell and major campuses for IBM, AMD and Apple. The state’s flagship university, the University of Texas at Austin, is known for its engineering school, and the city is known for its annual South by Southwest tech and media conference. Austin’s tech scene spans many verticals, but it’s particularly known for hardware, including semiconductors, as well as AI, biotechnology and cloud computing. And its food and music scene, low taxes and favorable climate has made the city a destination for tech workers from across the country.
Key Facts About Austin Tech
- Number of Tech Workers: 180,500; 13.7% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Dell, IBM, AMD, Apple, Alphabet
- Key Industries: Artificial intelligence, hardware, cloud computing, software, healthtech
- Funding Landscape: $4.5 billion in VC funding in 2024 (Pitchbook)
- Notable Investors: Live Oak Ventures, Austin Ventures, Hinge Capital, Gigafund, KdT Ventures, Next Coast Ventures, Silverton Partners
- Research Centers and Universities: University of Texas, Southwestern University, Texas State University, Center for Complex Quantum Systems, Oden Institute for Computational Engineering and Sciences, Texas Advanced Computing Center
