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BHG Financial · 2 days ago

Operational Expense Manager

Davie, FL

Full-time

Hybrid

Mid, Senior Level

5+ years exp

BHG Financial is a leader in the financial services space dedicated to helping accomplished professionals and businesses succeed through innovative financial solutions. The Operational Expense Manager will oversee budgeting, forecasting, and financial analysis processes, ensuring alignment with business strategy and enhancing operational efficiencies.

FinanceFinancial ServicesRisk Management

Growth Opportunities

H1B Sponsor Likely

Responsibilities

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

Qualification

Financial analysisBudgetingForecastingData analysisMicrosoft ExcelERP Financial SystemsPower BIData visualizationCommunication skillsRelationship buildingProblem-solvingOrganizational skills

Required

5+ years of accounting or financial experience, with experience in technology project-based financials and project capitalization rules

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

Willing and able to travel up to 25%

In-office 2+ days per week

Exceptional written and verbal communication skills are essential

Self-motivated and strong work ethic, with an ability to work independently on multiple projects simultaneously

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

Preferred

Bachelor's Degree is required, Finance, Accounting, Business, or related preferred

Strong knowledge of US Generally Accepted Accounting Principles is beneficial

Proficient in data analysis tools and programming languages (e.g., SQL, Python, R, etc.)

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

Company

BHG Financial

Glassdoor4.1

BHG Financial delivers forward-thinking financial solutions, custom-tailored for individuals, small businesses, and institutions.

Founded in 2001

Fort Lauderdale, Florida, USA

1001-5000 employees

https://bhgfinancial.com

H1B Sponsorship

BHG Financial has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (23)

2024 (46)

2023 (22)

2022 (31)

2021 (32)

2020 (8)