Operational Expense Manager

BHG Financial • Davie, FL

4d • Hybrid

About The Position

BHG Financial is seeking a results-driven financial professional with expertise in budgeting, forecasting, financial analysis, and data analysis, especially in project-based environments. This role is responsible for streamlining processes, improving financial strategies, and identifying operational efficiencies. The position holds a 'Manager' title due to functional ownership of critical financial processes, not direct team management. The ideal candidate will have sharp business acumen, strong communication skills, and the ability to manage multiple priorities to guide smart financial decisions and support both immediate goals and long-term success.

Requirements

• Bachelor's Degree required, Finance, Accounting, Business, or related preferred.
• Strong knowledge of US Generally Accepted Accounting Principles is beneficial.
• 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.
• 5+ years of accounting or financial experience, with experience in technology project-based financials and project capitalization rules.
• Proficiency in data analysis tools and programming languages (e.g., SQL, Python, R, etc.).
• Experience with data visualization tools (e.g. Power BI) is required.
• Proficient in active listening and affinity to articulate ideas clearly and persuasively, thus building and fostering strong and meaningful stakeholder relationships.
• Self-motivated and strong work ethic, with an ability to work independently on multiple projects simultaneously.
• Exceptional written and verbal communication skills are essential.
• Proficient in active listening and able to articulate ideas clearly and persuasively.
• 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.
• Willing and able to travel up to 25% annually.
• Maintain an in-office presence of at least 2 days per week.
• Must already possess valid U.S. work authorization that will not require sponsorship now or in the future.

Nice To Haves

• Experience in project-based environments.
• Ability to simplify complex financial data and present clear, actionable insights.
• Proactive, organized approach to streamlining processes, improving financial strategies, and identifying operational efficiencies.

Responsibilities

• 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, and provide Finance partners with the latest information for upload into the Adaptive Planning System.
• Gather monthly labor allocation across all strategic projects and teams and ensure that any and all capital-related labor is routed to the respective strategic capital project via 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, including executives and department leaders, and provide financial analysis, support, and suggestions for future business decisions.
• Work with project core teams 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.
• Document and maintain consistent financial-related Standard Operating Procedures in conjunction with working closely with 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.
• Perform ad hoc projects as requested.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Manager