Responsibilities
- Collect, synthesize, and analyze large datasets to identify trends, risks, and opportunities.
- Design and maintain Power BI reports, ensuring integration with underlying SQL-based data sources.
- Support the migration of data outputs from Excel to Adaptive Insights, Power BI, and other automated reporting platforms.
- Update and maintain multi-year financial forecast models for subsidiary companies.
- Take ownership of multiple financial modules and manage them as integral components of the core business.
- Conduct scenario analyses and stress tests to support strategic initiatives.
- Implement modelling within Adaptive Insights, making updates and adjustments as needed.
- Partner with operations, accounting, and leadership teams to align financial goals with business objectives.
- Support ad-hoc projects and special initiatives across various finance teams.
- Drive continuous improvement in forecasting, reporting, and data management processes.
- Implement best practices for efficiency and accuracy in financial workflows.
- Create, maintain, and analyze budgets; identify variances and provide actionable insights.
- Prepare standardized reporting packages, board materials, and executive summaries.
- Support month-end close activities while analyzing and reporting on key risks and opportunities.
Requirements
- Bachelor’s degree in Finance (or equivalent experience), Accounting, Economics, or related field (CPA or CFA preferred).
- 4–8 years of progressive experience in financial analysis, modeling, reporting and data.
- Advanced proficiency in Microsoft Excel and financial modeling.
- Familiarity with SQL, Power BI, and Adaptive Insights (or similar tools).
- Understanding of GAAP and structured finance principles.
- Exceptional analytical and problem-solving abilities.
- Strong communication and presentation skills for diverse audiences.
- Ability to manage multiple projects in a fast-paced, deadline-driven environment.
Nice to Have
- Experience with R or Python desired
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
Additional Information
- 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.
- Travel requirement: All roles require travel during the first 6 months of employment to attend the BHG Oars in Experience. After the initial 6 months, ongoing travel is expected at approximately ~5% annually for periodic team on-sites, team meetings, and cross-functional collaboration.
