Who You Are

You are a results-driven financial professional with expertise in budgeting, forecasting, financial analysis, and data analysis, especially in project-based environments. Known for your ability to simplify complex financial data and present clear, actionable insights, you excel at building strong relationships with executives, leaders, and cross-functional teams. You bring a proactive, organized approach to streamlining processes, improving financial strategies, and identifying operational efficiencies. With sharp business acumen, strong communication skills, and a talent for managing multiple priorities, you play a key role in guiding smart financial decisions and supporting both immediate goals and long-term success.

*Please note this role holds a 'Manager' title due to its functional ownership of critical financial processes, not because it involves direct team management.*

What You'll Do

• Adhering to Finance guidelines and working tightly with our Finance partners, participate in the annual budgeting process, short-term and long-term forecasting processes for OPEX and CAPEX spending, and align 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
• 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
• Collect, clean, analyze, visualize, and interpret loan processing expense data on a monthly basis to identify trends and support the forecasting of these expenses across the business functions
• Evaluate internal systems for efficiency, problems, and inaccuracies, and develop and maintain protocols for handling, processing, and cleaning data
• Partner with Sourcing Vendor Management, Finance, Business Analytic functions, and others to ensure alignment of financial data and forecast
• 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
• Help 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
• Ad hoc projects as requested

What You'll Need

• Bachelor's Degree is required, Finance, Accounting, Business, or related preferred
• Strong knowledge of US Generally Accepted Accounting Principles is beneficial
• Advanced user of Microsoft Excel (complex formulas, pivot tables, VLOOKUP, charts, etc.)
• Skilled in common business tools such as Microsoft PowerPoint and SharePoint
• Experience using ERP Financial Systems, especially Workday Adaptive Planning, is required
• Proven aptitude with analytics skills, including mining, evaluation, and visualization
• Proficiency with Power BI or other data analytics software is required
• Willing and able to travel up to 25%
• In-office 2+ days per week

Skills & Competencies

• 5+ years of accounting or financial experience, with experience in technology project-based financials and project capitalization rules
• Proficiency in data analysis tools and programming languages (e.g., SQL, Python, R, etc.)
• Experience with data visualization tools (e.g. Power BI) is required
• Proficient in active listening and affinity to articulate ideas clearly and persuasively, thus building and fostering strong and meaningful stakeholder relationships
• Partners with senior leadership to develop and implement operational expense (OpEx) strategies that optimize cost efficiency and drive business growth.
• Provides data-driven insights and recommendations to executives on OpEx management, cost control, and resource allocation.
• Collaborates with senior leaders to forecast, analyze, and monitor OpEx trends, ensuring alignment with financial goals.
• Advises leadership on cost-saving initiatives, process improvements, and operational efficiencies to enhance profitability.
• Works closely with executives to establish OpEx governance frameworks, ensuring compliance with budgetary and financial objectives
• Self-motivated and strong work ethic, with an ability to work independently on multiple projects simultaneously
• Exceptional written and verbal communication skills are essential
• Proficient in active listening and able to articulate ideas clearly and persuasively
• Possess strong financial and business acumen
• 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

Life at BHG Financial

At BHG Financial, we work hard and aren't afraid to take risks. Since the beginning, our core values of PMA (positive mental attitude), team player, and loyalty have been the driving force behind every interaction we have between each other and our customers. We have a healthy respect for the daily grind, yet we value work/life balance. We believe that all employees should have the opportunity to lead and that good ideas can come from anyone. From the top down, our leaders are actively involved not only in strategic oversight and running the business, but also in the well-being and growth of all employees. We consider people our #1 asset, and help employees realize their full potential, set and exceed their goals, and explore new opportunities for personal and professional development.

Why You Should Join BHG Financial

We strive to offer amenities, opportunities, events, and programming that support the interests of our teams, while furthering the culture that makes us Great Place to Work® certified. Some of the benefits you can expect when you join BHG Financial include:
• 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

If you're ready for a career where you can exercise your passions, be surrounded by co-workers who are relentlessly committed to service, and have a team-player mindset, apply today!