BHG Financial Tech Stack

Commercial lending platform for professionals and small businesses

Financial Services Fort Lauderdale, Florida 1,001–5,000 employees Founded 2001 Privately Held

BHG Financial operates a commercial lending business built on data-driven underwriting and personalized borrower assessment. The tech stack reveals a financial-services operation transitioning from Excel-based reporting toward modern business intelligence (Adaptive Insights, Power BI) while managing complex on-premises and cloud infrastructure. Active hiring is concentrated in engineering and finance roles, with ongoing projects centered on loan-management system implementation and financial-process automation—suggesting a shift from manual, spreadsheet-driven workflows toward more scalable, analytics-driven operations.

Tech Stack 38 technologies

Core StackPython Power BI SQL Server Kubernetes Go Terraform Jira Confluence Salesforce Apex Twilio VMware SAST DAST R SQL Adaptive Insights Excel Azure SQL Bash PowerShell Salesforce Communities Apple Android Windows macOS Azure Virtual Desktop Azure RingCentral Teams+8 more

AdoptingAdaptive Insights

ReplacingExcel

What BHG Financial Is Building

◆Challenges

Maintaining hybrid on‑premises azure environments
Complex enterprise infrastructure
Maintaining accurate cmdb data
Migrating legacy excel reporting
Migrating legacy data outputs
Performance tuning
High availability
Disaster recovery
Streamlining financial processes
Improving financial strategies

▲Active Projects

Migration of excel reporting to adaptive insights
Maintain multi-year financial forecast models
Design and maintain power bi reports
System upgrades and enhancements
Implementation and validation of the new loan management system
Collateral modeling and reporting automation
Extend proprietary capital markets and cashflow analytics tools
Structuring and analysis of securitizations and loan sale transactions
Technology project estimates
Streamlining foundational financial processes

Hiring Activity

Accelerating25 roles · 10 in 30d

Department

Engineering

Finance

Support

Sales

Data

Ops

Security

Seniority

Mid

Senior

Junior

Lead

Manager

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About BHG Financial

BHG Financial provides commercial lending and personal financial solutions to professionals, small-business owners, and institutions. Founded in 2001, the company differentiates on personalized underwriting that accounts for multiple income sources and uses proprietary analytics and modeling to accelerate funding decisions. The organization operates across loan origination, collateral modeling, securitization, and capital-markets analytics. With 1,001–5,000 employees based in Fort Lauderdale, Florida, BHG Financial serves a mid-market lending segment where personalized service and faster underwriting processes compete against larger institutional players.

HeadquartersFort Lauderdale, Florida

Company Size1,001–5,000 employees

Founded2001

Hiring MarketsUnited States

Frequently Asked Questions

What is BHG Financial's tech stack?

Python, R, SQL Server, Azure infrastructure (including Kubernetes), Power BI for analytics, Salesforce for CRM, and Adaptive Insights for planning. Security tools include SAST and DAST. The company is actively replacing Excel reporting with Adaptive Insights.

What is BHG Financial working on?

Key projects include migrating Excel reporting to Adaptive Insights, implementing a new loan-management system, automating collateral modeling and reporting, extending proprietary capital-markets and cash-flow analytics tools, and streamlining foundational financial processes.