Senior Operational Expense Manager

Summary

Join BHG Financial, a growing company with an award-winning culture focused on developing employees into business leaders. This finance professional role centers on budgeting, forecasting, and financial analysis for Marketing, Sales, and Data Management. You will lead financial reviews, forecast expenses, partner with various teams, and streamline financial processes. The ideal candidate is a seasoned finance professional with strong analytical skills, excellent communication, and a collaborative spirit. This role offers opportunities for mentorship and professional development within a supportive and growth-oriented environment.

Requirements

• Bachelor's Degree is required, Finance, Accounting, Business, or related preferred
• 7+ years of accounting or financial experience, with experience in technology project-based financials and project capitalization rules
• Willing and able to travel up to 25%
• Proficient in active listening and affinity to articulate ideas clearly and persuasively, thus building and fostering strong and meaningful stakeholder relationships
• Exceptional written and verbal communication skills are essential
• Proficient in active listening and able to articulate ideas clearly and persuasively
• 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

Responsibilities

• Participate in the annual budgeting process, short-term and long-term forecasting processes for OPEX and CAPEX spend, and alignment of 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
• Using regularly updated projections for Originations and Revenues, forecast Marketing and Sales expenses to ensure alignment for future periods
• Partner with Sourcing Vendor Management, Finance, Business Analytic functions, and others to ensure alignment of financial data and forecast
• 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
• 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
• 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
• Ability and desire to serve as a mentor to other Expense Analysts
• Ad hoc projects as requested

Preferred Qualifications

• Strong knowledge of US Generally Accepted Accounting Principles is beneficial
• Advanced user of Microsoft Excel (complex formulas, pivot tables, VLOOKUP, charts, etc.)
• Skilled in the use of common business tools such as Microsoft PowerPoint and SharePoint
• Experience using ERP Financial Systems, especially Workday Adaptive Planning, is a plus
• Familiarity with Power BI or other data analytics software would be helpful, but not required

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