The Financial Data Analyst will analyze financial data, maintain SQL-based loan logic, develop reporting packages, and collaborate with internal teams on loan portfolio insights.
Are you ready to join a growing team that puts a premium on productivity and has an award-winning culture centered around transforming talented employees into effective business leaders? Then BHG Financial is the place for you.
In 2001, we started with an idea, an opportunity, and $25,000. Back then, our focus was strictly
on serving those in the medical industry. With healthcare in our heritage, we soon expanded
to serve high-earning professionals in many
other industries, providing all with leading-edge financial solutions, including our extensive network of community banks.
Today, BHG Financial has firmly established
its legacy as a leader in the financial services space. Founded on the philosophy of a better way to borrow, we are dedicated to helping accomplished professionals, small businesses, and institutions build upon their success through innovative financial solutions, a hassle-free process, and personalized concierge service.
Our relentless commitment to the success of our customers is part of what has made BHG Financial thrive. We take a 360-degree view of our customers to tailor the best solutions for their financial aspirations. Today's professionals have multiple sources of income, not just their paycheck. Therefore, it is essential to factor those in when making responsible lending decisions. Our continued focus on data, analytics, and proprietary modeling has enabled faster funding for our customers.
From business to personal loans to relationships with community banks, the country’s top professionals and business owners rely on us for our exceptional financial solutions and concierge service to continue their success and legacy.
Who you are
You are a motivated Accounting, Finance, or Tech professional who is passionate about the financial industry and analytics. You excel at being detail-oriented and analyzing large amounts of financial data. You will analyze and report on BHG’s growing list of loan portfolios.
What You'll Do
- Maintain SQL based loan amortization logic to generate important loan information used for reporting.
- Analyze large amounts of financial data to report on BHG’s growing list of loan portfolios.
- Utilize SQL queries and stored procedures to maintain, enhance and develop reporting packages.
- Involve in the monthly reporting process, review and enhance the process
- Utilize SQL and Excel to build financial models upon closing of new portfolios.
- Provide quantitative analysis on loan portfolios within BHG, build and monitor reports related to loan performance across different portfolios
- Work with internal teams, provide analytical insights regarding BHG’s loan portfolios to internal teams, including Accounting, Collections, Legal.
- Extract, transform, load large amounts of financial data to provide ad-hoc analysis
- Coordinate with BHG’s development team and external parties on the implementation and validation of the new Loan Management System
What You'll Need
- Bachelor’s degree in Finance, Accounting or a quantitative field preferred
- Solid understanding of Accounting and Financial Principles
- High degree of proficiency with SQL
- Strong Excel skill, knowledge and experience
- Familiarity with MS Power BI preferred
- Strong analytical, problem solving skills
- Must be able to work well in a fast-paced, team environment, and adaptable to changing conditions
- Organized, detail oriented, and works well under pressure
- High energy with a dedication and commitment to driving results
- Must be able to work well in a fast-paced, team environment, and adaptable to changing conditions
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!
BHG Financial is committed to equal treatment and opportunity in all aspects of recruitment, selection, and employment without regard to gender, race, religion, national origin, ethnicity, disability, gender identity/expression, sexual orientation, veteran or military status, or any other category protected under the law. BHG Financial is an equal opportunity employer; committed to a community of inclusion, and an environment free from discrimination, harassment, and retaliation.
Top Skills
Excel
Ms Power Bi
SQL
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