Operational Expense Manager

BHG Financial

. Participate in annual budgeting and short-term and long-term OPEX and CAPEX forecasting .

Posted 9/24/2026full-timeDavie • Florida • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial analysis, budgeting, and forecasting, with a strong command of data analysis tools and financial systems. Proven ability to collaborate across departments and improve financial processes while maintaining compliance with accounting principles.

Highest-signal resume keywords

Financial AnalysisBudgeting and ForecastingData Analysis ToolsERP Financial SystemsUS GAAP Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisBudgetingVariance AnalysisData VisualizationSQLPythonRAdvanced Microsoft ExcelPower BIProject Capitalization Rules

Soft Skills

Communication SkillsPresentation SkillsActive ListeningOrganizational SkillsIndependent Work

Tools & Technologies

Workday Adaptive PlanningMicrosoft PowerPointMicrosoft SharePointData Analytics Software

Industry Keywords

OPEXCAPEXUS GAAPFinancial Standard Operating ProceduresContinuous Process Improvement

Tech Stack

Tools & technologies

ERPPythonSQL

About the role

Key responsibilities & impact

Participate in annual budgeting and short-term and long-term OPEX and CAPEX forecasting
Lead monthly financial reviews and variance analysis with cost center leaders and project teams
Provide Finance partners with current information for upload into the Adaptive Planning System
Gather monthly labor allocations across strategic projects and teams
Route capital-related labor to the appropriate strategic capital projects with Finance and Payroll partners
Collect, clean, analyze, visualize, and interpret monthly loan processing expense data
Evaluate internal systems and develop and maintain data-handling, processing, and cleaning protocols
Partner with Sourcing Vendor Management, Finance, Business Analytics, and other functions to align financial data and forecasts
Build relationships with executives and department leaders and provide financial analysis and recommendations
Develop comprehensive technology project estimates with project core teams
Streamline financial processes and improve financial decision-making
Document and maintain financial Standard Operating Procedures
Collaborate with BHG departments to understand priorities and expense-related forecasts
Analyze complex financial information, identify trends and opportunities, and advise leadership
Complete ad hoc projects as requested
Support OpEx strategy, cost control, resource allocation, governance, and process improvements

Requirements

What you’ll need

Bachelor's Degree is required; Finance, Accounting, Business, or related preferred
5+ years of accounting or financial experience, including technology project-based financials and project capitalization rules
Strong knowledge of US Generally Accepted Accounting Principles is beneficial
Advanced Microsoft Excel skills, including complex formulas, pivot tables, VLOOKUP, and charts
Skilled in Microsoft PowerPoint and SharePoint
Experience using ERP Financial Systems, especially Workday Adaptive Planning, is required
Proven analytics skills, including data mining, evaluation, and visualization
Proficiency with Power BI or other data analytics software is required
Proficiency in data analysis tools and programming languages such as SQL, Python, or R
Willing and able to travel up to 25% annually
Must maintain an in-office presence of at least 2 days per week
Must already possess valid U.S. work authorization that will not require employer sponsorship now or in the future
Strong financial and business acumen
Exceptional written, verbal, communication, presentation, and active listening skills
Ability to work independently on multiple projects simultaneously
Ability to maintain organized systems and processes
Ability to support continuous process improvement

Benefits

Comp & perks

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 through the BHG Cares program
Work/life balance
Personal and professional development opportunities