Teams at BHG Financial

Design, develop, maintain, and support a large Salesforce environment across Sales Cloud and Service Cloud. Build Apex, Aura, and LWC solutions; implement Data Cloud and AgentForce capabilities; maintain integrations and data flows; troubleshoot production issues; create reports and dashboards; recommend automation; participate in architecture, testing, deployment, documentation, and code reviews; and enforce scalable Salesforce development practices.

Performs financial analysis, loan portfolio reporting, inventory management, cash forecasting, financial modeling, variance analysis, and process improvement. Partners with Finance, Capital Markets, Accounting, and Legal teams to provide insights, identify risks and opportunities, support strategic initiatives, and inform leadership decisions. Uses Excel, SQL, Power BI, and other reporting tools to maintain models, analyze financial results, and manage data workflows.

Analyze credit portfolio and loan performance, forecast losses, identify risks and opportunities, and develop strategies to improve credit outcomes and origination volume. Use SQL, Python, dashboards, and visualizations to deliver actionable insights. Present recommendations to stakeholders and senior leaders while managing analytical projects, A/B tests, roadmaps, and business priorities independently.