Senior Financial Planning Analyst

Portland, OR, United States

Career Opportunities: Senior Financial Planning Analyst (24376)

Requisition ID 24376 - Posted 06/26/2024 - CareOregon - Full Time - Permanent - Portland - Multi Location (2)

Job Description Print Preview

Position Title: Senior Financial Planning Analyst

Department: Finance

Title of Manager: Financial Management

Supervises: Non-Supervisory

Exemption Status: Exempt

Requsition #: 24376

Pay and Benefits: Pay and Benefits: Estimated hiring range $98,390 - $120,250 / year, 5% bonus target, full benefits. www.careoregon.org/about-us/careers/benefits

Posting Notes: Posting Notes: This is a remote role that will occasionally require you to go into the downtown Portland office.

Job Summary

The Senior Financial Planning Analyst position provides complex analysis, modeling, and planning functions for the organization. This position supports several key analytical functions including but not limited to medical, administrative, and capital budgeting for CareOregon, its subsidiaries and other contracted organizations. This includes developing reporting and analysis for managers, as needed.

Essential Responsibilities

Participate in the annual medical, administrative, and capital budget process for CareOregon and all its subsidiaries.

Support and train department managers, line of business leaders and benefit leaders on the budgeting, forecasting and variance processes; Help them develop appropriate budgets and make recommendations.

Deliver presentations to managers and executives as needs arise.

Develop and maintain complex financial models and calculations using data from various accounting and finance systems to support the budgeting and forecasting process.

Analyze and document variances from the medical, administrative, and capital budgets

Actively participate in the preparation of periodic financial forecasts and updates throughout the year.

Support the State's Medicaid rate setting process and CMS Medicare bid process and prepare detailed documentation and analysis as needed.

Prepare other advanced financial, budget, or analytic reports for internal management on an as needed basis.

Create documentation regarding work functions and cross train other analysts as needed as backup.

Perform special projects as assigned by manager.

Organizational Responsibilities

Perform work in alignment with the organization's mission, vision and values.

Support the organization's commitment to equity, diversity and inclusion by fostering a culture of open mindedness, cultural awareness, compassion and respect for all individuals.

Strive to meet annual business goals in support the organization's strategic goals.

Adhere to the organization's policies, procedures and other relevant compliance needs.

Perform other duties as needed.

Knowledge, Skills and Abilities Required

Strong ability to apply logic to problem solve

Ability to apply knowledge of GAAP and/or ability to work closely with the Accounting team to apply GAAP

Ability to quickly learn the organization's forecasting and budgeting software

Ability to assist with State Medicaid funding requirements and questions

Excellent spreadsheet skills and word processing skills

Excellent written and verbal communication skills

Ability to problem solve, analyze accounts and provide written documentation of analysis and make independent decisions of significant impact or consequence.

Ability to communicate project status and issues to manager in a timely manner

Ability to work in an environment with diverse individuals and groups

Knowledge of inter-company transactions and consolidations

Ability to research rules and laws relevant to the work and interpret impact on the organization

Ability to work independently in a team environment

Ability to prepare detailed analysis with ad-hoc requests, with a minimum of supervision

Understanding of the accounting and budget processes, internal controls, accounting and FP&A systems and knowledge of applicable laws, statues, rules, codes, and ordinances

Skill in organization and demonstrated ability to manage multiple tasks, shifting priorities and meet changing deadlines

Ability to analyze, organize, and interpret data from various sources accurately, draw logical conclusions and make appropriate recommendations

Ability to work in a very fast-paced environment

Physical Skills and Abilities

Lifting/Carrying up to 0 Pounds

Pushing/Pulling up to 0 Pounds

Pinching/Retrieving Small Objects

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Climbing Stairs

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Shoulder/Neck Movement

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More than 6 hours/day

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Seeing

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Hearing

Speaking Clearly

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Cognitive and Other Skills and Abilities

Ability to focus on and comprehend information, learn new skills and abilities, assess a situation and seek or determine appropriate resolution, accept managerial direction and feedback, and tolerate and manage stress.

Education and/or Experience

Required Experience: Minimum 5 years' related accounting/finance experience, including a minimum 3 years' experience specific to financial modeling and/or forecasting. Experience working for a health insurance entity and/or in a healthcare setting preferred, as well as an MBA or Bachelor's degree in Accounting, Finance or related field.

Preferred Experience: Experience with ERP implementation preferably with Workday. Experience with Medicaid or Medicare.

Working Conditions

Environment: This position's primary responsibilities typically take place in the following environment(s) (check all that apply on a regular basis):

Inside/office Clinics/health facilities Member homes

Other_________________________________________

Travel: This position may include occasional required or optional travel outside of the workplace, in which the employee's personal vehicle, local transit, or other means of transportation may be used.

Equipment: General office equipment

Hazards: n/a

#Li-Remote

Candidates of color are strongly encouraged to apply. CareOregon is committed to building a linguistically and culturally diverse and inclusive work environment.

Veterans are strongly encouraged to apply.

We are an equal opportunity employer. CareOregon considers all candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, disability, or veteran status.

Visa sponsorship is not available at this time.

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