Are you ready to join a growing team that values productivity and offers an award-winning culture focused on turning talented employees into strong business leaders? If so, BHG Financial is the right place for you.

In 2001, we began with an idea, an opportunity, and $25,000. At the time, we served only professionals in the medical industry. With healthcare as part of our roots, we soon expanded to support high-earning individuals in many other fields, offering advanced financial solutions, including our broad network of community banks.

Today, BHG Financial is recognized as a leader in financial services. Built on the belief in a better way to borrow, we help successful professionals, small businesses, and institutions grow their accomplishments through innovative financial solutions, a straightforward process, and personalized concierge service.

Our dedication to customer success is a key reason we continue to thrive. We take a complete, 360-degree approach to understanding our customers and matching solutions to their financial goals. Modern professionals often have multiple income sources beyond a paycheck, so responsible lending must reflect that reality. By focusing on data, analytics, and our proprietary modeling, we’re able to fund customers faster.

Business and personal lending, along with our community bank partnerships, are why top professionals and business owners across the country trust us. We deliver exceptional financial solutions and concierge support to help them continue their success and legacy.

Who You Are
You’re a flexible finance professional who thrives in a fast-paced environment and enjoys taking on multiple roles. You’re strong in financial modeling, budgeting, and analytics, and you’re comfortable with strategic planning and collaborating across teams. You’re detail-oriented, tech-savvy, and passionate about using data to create practical insights.

What You’ll Do
– Data Analysis & Insights
– Gather, combine, and analyze large datasets to uncover trends, risks, and opportunities.
– Create and maintain Power BI reports, ensuring they connect properly to underlying SQL-based data sources.
– Help migrate data outputs from Excel to Adaptive Insights, Power BI, and other automated reporting tools.

– Financial Modeling & Forecasting
– Update and maintain multi-year financial forecast models for subsidiary companies.
– Own and manage multiple financial modules as key components of the broader business.
– Run scenario analyses and stress tests to support strategic initiatives.
– Build and update modeling in Adaptive Insights as needed.

– Cross-Functional Collaboration
– Work with operations, accounting, and leadership to align financial plans with business goals.
– Support special projects and ad-hoc initiatives across different finance teams.

– Process Improvement
– Drive ongoing improvements to forecasting, reporting, and data management processes.
– Apply best practices to improve efficiency and accuracy in financial workflows.

– Budgeting & Reporting
– Create, maintain, and analyze budgets; track variances and deliver actionable insights.
– Prepare standardized reporting packages, board materials, and executive summaries.
– Assist with month-end close while analyzing and reporting key risks and opportunities.

What You’ll Need
– Education & Experience
– A bachelor’s degree in Finance (or equivalent experience), Accounting, Economics, or a related field (CPA or CFA preferred).
– 4–8 years of progressive experience in financial analysis, modeling, reporting, and data.

– Technical Skills
– Advanced proficiency in Microsoft Excel and financial modeling.
– Familiarity with SQL, Power BI, and Adaptive Insights (or similar tools).
– Experience with R or Python is a plus.
– Knowledge of GAAP and structured finance principles.

– Soft Skills
– Strong analytical and problem-solving abilities.
– Excellent communication and presentation skills for varied audiences.
– Ability to manage multiple priorities in a fast-moving, deadline-driven environment.

Life at BHG Financial
At BHG Financial, we work hard and we’re not afraid to take calculated risks. Our core values—PMA (positive mental attitude), teamwork, and loyalty—shape every interaction we have with both our colleagues and our customers. We respect the everyday effort it takes to get results, while also valuing work-life balance. We believe everyone should have the chance to lead, and that great ideas can come from anyone. Our leaders are involved not only in strategic oversight and running the business, but also in supporting employees’ well-being and growth. We see people as our number one asset, helping employees reach their full potential, achieve and surpass goals, and pursue new opportunities for personal and professional development.

Why You Should Join BHG Financial
We aim to provide resources, events, and programs that reflect what our teams care about, while reinforcing our Great Place to Work®-certified culture. When you join BHG Financial, you can expect benefits such as:
• Medical/Rx/Dental/Vision coverage for employees and eligible family members
• Competitive PTO and vacation policies
• One Friday off each month for Wellness Weekends
• A company 401(k) plan with employer contributions after one year
• Company-sponsored training and certification opportunities
• Quarterly award ceremonies to recognize top performers and provide additional bonuses
• Ongoing volunteer opportunities through our BHG Cares program to support the community

If you’re ready for a career where you can follow your passions, work with colleagues who are deeply committed to service, and bring a team-oriented mindset, apply today!

BHG Financial is committed to equal treatment and opportunity in every stage of recruitment, selection, and employment, regardless of gender, race, religion, national origin, ethnicity, disability, gender identity/expression, sexual orientation, veteran or military status, or any other category protected by law. BHG Financial is an equal opportunity employer dedicated to building an inclusive community and maintaining an environment free from discrimination, harassment, and retaliation.