Who You AreYou 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
- In-office and Travel requirements: Willing and able to travel up to 25% annually, including attendance at the BHG Oars in Experience during the first 6 months of employment, periodic team on-sites, cross-functional meetings, and other business-related activities, while maintaining an in-office presence of at least 2 days per week.
- Work Authorization: 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.
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
