lever
Financial Analyst
Bhg-inc
Remote, USA
Full-time
Entry · 2+ years experience
Remote
Discovered 1 months ago
Microsoft ExcelSQLTableau
Key Skills for This Role
Microsoft ExcelSQLTableau
Full Job Posting
- 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
- 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
About Bhg-inc
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