Operations Analyst

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BHG Financial

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2001

💸 Finance

Finance

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.

📋 Description

•Conduct deep‑dive quantitative analyses to uncover trends, diagnose issues, and support strategic decisions. •Use statistical techniques and data modeling to transform raw data into meaningful insights. •Ensure data accuracy and analytical rigor across all deliverables. •Build and maintain dashboards, automated reports, and performance metrics using modern BI tools. •Translate business needs into scalable reporting solutions that improve visibility and decision‑making. •Continuously refine reporting assets for clarity, usability, and impact. •Partner with teams across operations, product, finance, and leadership to understand goals and deliver data‑driven recommendations. •Present findings in a clear, compelling way to both technical and non‑technical audiences. •Support cross‑team initiatives by aligning stakeholders around shared metrics and insights. •Identify inefficiencies in workflows, reporting processes, and data pipelines. •Lead root‑cause analyses and propose improvements that enhance operational performance. •Contribute to best practices for data quality, reporting standards, and analytical processes. •Provide informal coaching to junior analysts, helping them build technical and analytical skills. •Share tools, documentation, and best practices to elevate the team’s capabilities. •Support onboarding and knowledge‑sharing efforts.

🎯 Requirements

•“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.” •Bachelors Degree in a quantitative field preferred or additional experience in lieu of •MUST have experience in collections •Experience in data analysis, business intelligence, or a related field. •Proficiency with SQL and at least one BI tool (e.g., Power BI, Tableau, Looker). •Strong analytical thinking and problem‑solving skills. •Ability to communicate complex concepts clearly and effectively. •A collaborative mindset and willingness to support team development. •Background in Collections desired.

🏖️ 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