BHG Financial
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.
Portfolio Accountant
Job not on LinkedIn
🕒 March 31
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BHG Financial
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
• Accurately processing loan transactions in both our servicing and banking systems • Ability to research and identify discrepancies in loan activity • Coordinating with various departments to correct discrepancies • Daily/Weekly/Reconciliations of balance sheet and income statement accounts • Assist in creating accruals as part of BHG’s month-end closing process • Assist during the audit process as needed • Special projects, as required
🎯 Requirements
• Bachelor’s Degree in Accounting or Finance strongly preferred • MUST HAVE experience with reconciliations • Experience with Loan Operations or Loan Servicing including processing loan payments (2+ years) • Strong Excel skills are required • Experience with accounting software preferred (Workday) • Ability to work in a fast-paced environment while meeting strict deadlines • Strong interpersonal and communication skills • Proven work ethic (experience in related field a plus) • Willingness to work both independently and in a group setting • Strong attention to detail and organization skills a must • Highest ethical standards
🏖️ 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
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