Apply on Employer Site

BHG Financial · 3 days ago

Senior Financial Analyst

Syracuse, NY

Full-time

Onsite

Mid, Senior Level

4+ years exp

BHG Financial is a leader in the financial services space, dedicated to providing innovative financial solutions to accomplished professionals and businesses. The Senior Financial Analyst will be responsible for data analysis, financial modeling, and cross-functional collaboration to align financial goals with business objectives.

FinanceFinancial ServicesRisk Management

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Collect, synthesize, and analyze large datasets to identify trends, risks, and opportunities

Design and maintain Power BI reports, ensuring integration with underlying SQL-based data sources

Support the migration of data outputs from Excel to Adaptive Insights, Power BI, and other automated reporting platforms

Update and maintain multi-year financial forecast models for subsidiary companies

Take ownership of multiple financial modules and manage them as integral components of the core business

Conduct scenario analyses and stress tests to support strategic initiatives

Implement modelling within Adaptive Insights, making updates and adjustments as needed

Partner with operations, accounting, and leadership teams to align financial goals with business objectives

Support ad-hoc projects and special initiatives across various finance teams

Drive continuous improvement in forecasting, reporting, and data management processes

Implement best practices for efficiency and accuracy in financial workflows

Create, maintain, and analyze budgets; identify variances and provide actionable insights

Prepare standardized reporting packages, board materials, and executive summaries

Support month-end close activities while analyzing and reporting on key risks and opportunities

Qualification

Financial modelingData analysisBudgetingPower BISQLAdaptive InsightsRPythonGAAPAnalytical skillsCommunication skillsProblem-solving

Required

Bachelor's degree in Finance (or equivalent experience), Accounting, Economics, or related field (CPA or CFA preferred)

4–8 years of progressive experience in financial analysis, modeling, reporting and data

Advanced proficiency in Microsoft Excel and financial modeling

Familiarity with SQL, Power BI, and Adaptive Insights (or similar tools)

Exceptional analytical and problem-solving abilities

Strong communication and presentation skills for diverse audiences

Ability to manage multiple projects in a fast-paced, deadline-driven environment

Preferred

CPA or CFA

Experience with R or Python desired

Understanding of GAAP and structured finance principles

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)