Financial Analyst, FP&A

Summary

Join BHG Financial, a growing team with an award-winning culture focused on developing employees into business leaders. Starting with a focus on the medical industry, BHG Financial now serves high-earning professionals across various sectors, offering innovative financial solutions and personalized service. The company is dedicated to customer success and utilizes data and analytics for faster funding. This role involves financial modeling, budget analysis, and strategic support. The ideal candidate is a detail-oriented finance or accounting professional with experience in financial modeling and strong communication skills.

Requirements

• 3 - 6 years of progressive accounting or finance experience
• Strong quantitative skills, knowledge of financial modeling, and a solid background in lending or financial services
• Bachelor's Degree is required, Finance, Accounting or Economics preferred
• Strong command of Microsoft Excel and common database systems is required, while experience with PowerBI or SQL is a plus
• Experience using Adaptive Planning Software is required
• 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
• Ability to execute and communicate sensitivity analysis and scenario modeling
• Excellent verbal and written communication and presentation skills with individuals across all levels, including executive
• Able to learn quickly and adapt to a fast-paced, deadline-oriented environment
• Able to organize, prioritize tasks, and take accountability
• $72,000 - $85,000 a year

Responsibilities

• Help build out and maintain financial forecast modeling to project earnings and cash needs over multiple years for the parent company and its subsidiaries with a focus on Operating Expenses (OpEx)
• 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
• Build strong partnerships with key stakeholders to provide financial analysis and support which includes executives and department leaders
• Develop financial models and 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. Support the preparation of standardized reporting packages, including board materials and monthly business reviews
• 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

Preferred Qualifications

• Working knowledge of US Generally Accepted Accounting Principles is beneficial
• Having or actively pursuing a professional certification such as a CFA, MBA, or CPA is a plus

Benefits

• 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