Financial Analyst

January 14

🗽 New York – Remote

Although this job is listed in New York, this company may be open to hiring remote in other states.

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis

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BHG Financial

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BHG Financial is a well-established financial services company dedicated to empowering professionals to take control of their finances. With over 20 years of experience, BHG Financial supports various industries that aim to make a positive impact. The company has cultivated a strong team culture and has won numerous awards, serving over 100,000 professionals across more than 30 states. BHG Financial is committed to maintaining its dynamic, growth-oriented culture while supporting nonprofit organizations through partnerships.

1001 - 5000 employees

Founded 2001

💸 Finance

📋 Description

•Join BHG Financial, a leader in financial services, in a role focusing on productivity and culture transformation. •Help build and maintain financial forecast modeling and analyze budgets. •Develop financial models to support strategic initiatives, performing variance analysis and partnering with stakeholders.

🎯 Requirements

•3 - 6 years of progressive accounting or finance experience •Strong quantitative skills, knowledge of financial modeling, and a solid background in lending or financial services •Bachelor's Degree is required, Finance, Accounting or Economics preferred •Working knowledge of US Generally Accepted Accounting Principles is beneficial •Strong command of Microsoft Excel and common database systems is required while experience with Adaptive Planning Software, Workday, PowerBI, or SQL is a plus •Self-motivated and strong work ethic, with an ability to work independently on multiple projects simultaneously •Ability to maintain models, identify key financial & non-financial risks, improve processes, and manage data flow •Ability to execute and communicate sensitivity analysis and scenario modeling •Excellent verbal and written communication and presentation skills with individuals across all levels including executive •Able to learn quickly and adapt to a fast-paced, deadline-oriented environment •Able to organize, prioritize tasks, and take accountability •Having or actively pursuing a professional certification such as a CFA, MBA, or CPA is a plus

🏖️ 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