Job Description
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 strategic and analytical professional who thrives at the intersection of business strategy, marketing performance, and data-driven decision-making. You are passionate about business strategy and translating that into actionable plans that drive measurable growth across marketing and other key functions, ensuring alignment with broader company objectives. You have a strong business acumen, are fluent in performance data, and excel in cross-functional environments where your insights influence key decisions and shape long-term strategy. You will play a key role in shaping our marketing & business strategy through data-driven insights, analysis, and execution.
What You'll Do
- Translate marketing performance into business impact by delivering insights that connect campaign metrics to outcomes such as revenue, customer acquisition, and profitability.
- Monitor and assess channel performance against forecasts to uncover optimization opportunities and scale high-performing strategies.
- Deliver compelling presentations and strategic recommendations to stakeholders at all levels, synthesizing complex data into clear, actionable insights that inform decision-making.
- Leverage data, ensuring integrity and accuracy, to uncover actionable insights that inform business strategy and decision-making.
- Collaborate with cross-functional teams to identify opportunities, design solutions, and implement initiatives that enhance enterprise value.
- Work alongside top-tier professionals to develop, test, and refine strategies that influence key business outcomes.
- Contribute in a dynamic, team-oriented environment that values your perspective, supports your growth, and encourages innovation
- Maintain constant communication with management and staff to ensure proper operations of the organization
- Other duties as assigned.
What You'll Need
- 5+ years of experience in Business Analytics/Data Science roles in a corporate setting
- Advanced degree (master’s or PhD) in Statistics, Mathematics, Data Science, Business Analytics, Operations Research, Economics or a related quantitative field
- Prior lending (banking/fintech) experience is a strong plus
- Proficiency in statistical modeling and data analysis using R or Python, with solid experience working with large datasets and writing complex SQL queries.
- Excellent quantitative analysis skills, creativity in problem-solving, and a keen business sense
- Handle multiple projects at the same time, prioritizing and keeping stakeholders updated
- Skilled with data visualization and dashboarding, preferably using Power-BI or Tableau
- Ability to collaborate with cross-functional departments including Marketing, Credit etc. to understand business context and solve problems
- A self-starter mindset with strong organizational skills, capable of managing multiple priorities in a fast-paced, dynamic environment
- Strong verbal/written communication skills
- Ability to tell meaningful and accurate stories with data
- Travel requirement: Within the first 6 months of employment, all employees will travel to attend the BHG All Oars Experience. Following this event, ongoing travel is minimal—approximately 5% annually—for team on-sites, meetings, and cross-functional collaboration.
- 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.
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.
