Senior Quantitative Analyst

Are you ready to join a growing team that puts a premium on productivity and has an award-winning culture centered around transforming talented employees into effective business leaders? Then BHG Financial is the place for you. 

In 2001, we started with an idea, an opportunity, and $25,000. Back then, our focus was strictly 
on serving those in the medical industry. With healthcare in our heritage, we soon expanded 
to serve high-earning professionals in many 
other industries, providing all with leading-edge financial solutions, including our extensive network of community banks.

Today, BHG Financial has firmly established 
its legacy as a leader in the financial services space. Founded on the philosophy of a better way to borrow, we are dedicated to helping accomplished professionals, small businesses, and institutions build upon their success through innovative financial solutions, a hassle-free process, and personalized concierge service.

Our relentless commitment to the success of our customers is part of what has made BHG Financial thrive. We take a 360-degree view of our customers to tailor the best solutions for their financial aspirations. Today's professionals have multiple sources of income, not just their paycheck. Therefore, it is essential to factor those in when making responsible lending decisions. Our continued focus on data, analytics, and proprietary modeling has enabled faster funding for our customers.  

From business to personal loans to relationships with community banks, the country’s top professionals and business owners rely on us for our exceptional financial solutions and concierge service to continue their success and legacy.    

Who You Are

You are a strategic and analytical professional who thrives at the intersection of business strategy, marketing performance, and data-driven decision-making. You are passionate about business strategy and translating that into actionable plans that drive measurable growth across marketing and other key functions, ensuring alignment with broader company objectives. You have a strong business acumen, are fluent in performance data, and excel in cross-functional environments where your insights influence key decisions and shape long-term strategy. You will play a key role in shaping our marketing strategy through data-driven insights, analysis, and execution.

• Evaluate new population segments, products, and markets to identify growth opportunities within our list-based marketing channels.
• Develop business cases by monitoring campaign performance, optimize spending, and drive continuous improvements across campaigns.
• Partner with the creative team to review, assign, and recommend campaign creative that resonates with target audiences. Work together to design and analyze tests to improve consumer journey.
• Deliver insights that connect marketing performance to business outcomes such as revenue, acquisition, and ROI.
• Assess marketing channel performance vs. forecast to identify opportunities for optimization and scalable growth.
• Build out marketing creative databases and ensure consumer universes are clean, accurate, and actionable.
• Deliver compelling presentations and recommendations to stakeholders at all levels, synthesizing complex data and strategy into clear, actionable insights.

• Bachelor’s degree in business, Data Analytics, Marketing, or related field; MBA or advanced degree strongly preferred.
• 5+ years of experience in business strategy, performance measurement, or analytics within financial services.
• Demonstrated experience in developing and executing strategic plans in collaboration with senior leadership and cross-functional partners.
• Experience with list-based marketing strategy (e.g., direct mail, email).
• Proficiency in SQL and advanced data analytics; ability to independently query and analyze data sets.
• Strong knowledge of data visualization tools such as Power BI, Tableau, or similar platforms.
• Excellent communication skills, with the ability to synthesize strategy and performance insights for diverse audiences.
• Proven ability to link business strategy to marketing KPIs, optimize campaigns, and influence high-impact decisions.
• Highly collaborative, organized, and comfortable managing competing priorities in a fast-paced, dynamic environment.

Life at BHG Financial

At BHG Financial, we work hard and aren’t afraid to take risks. Since the beginning, our core values of PMA (positive mental attitude), team player, and loyalty have been the driving force behind every interaction we have between each other and our customers. We have a healthy respect for the daily grind, yet we value work/life balance. We believe that all employees should have the opportunity to lead and that good ideas can come from anyone. From the top down, our leaders are actively involved not only in strategic oversight and running the business, but also in the well-being and growth of all employees. We consider people our #1 asset, and help employees realize their full potential, set and exceed their goals, and explore new opportunities for personal and professional development.

Why You Should Join BHG Financial

We strive to offer amenities, opportunities, events, and programming that support the interests of our teams, while furthering the culture that makes us Great Place to Work® certified. Some of the benefits you can expect when you join BHG Financial include:

•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

If you’re ready for a career where you can exercise your passions, be surrounded by co-workers who are relentlessly committed to service, and have a team-player mindset, apply today!

BHG Financial is committed to equal treatment and opportunity in all aspects of recruitment, selection, and employment without regard to gender, race, religion, national origin, ethnicity, disability, gender identity/expression, sexual orientation, veteran or military status, or any other category protected under the law. BHG Financial is an equal opportunity employer; committed to a community of inclusion, and an environment free from discrimination, harassment, and retaliation.