Remote Position
Financial Analyst
🌍 Remote · United States
💼 Full-time
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.
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
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
Bachelor's degree in finance, accounting, or a quantitative field preferred; 2–4 years of finance or data analytics experience; financial modeling, lending, Excel, database, and communication skills required.
Key Responsibilities
- analyzing portfolios
- forecasting cash
- maintaining models
Skills & Tools
Microsoft Excel, SQL, Power BI, Tableau
Job Details
- Category: Finance and Accounting
- Seniority: Entry Level
- Commitment: Full Time
- Workplace: Remote — United States
- Languages: English
About Bhg-inc
A financial services company managing loan portfolios and capital markets activities. — Industry: Finance