Budgeting Analyst I – Healthcare Impact (Hybrid)

CalOptima Health Partnership; Orange (CA); Hybrid; USD 68,000 - 109,000; Full time

Benefits offered by this job

Partial Telework

Comprehensive benefits package

Pension program

Tuition Reimbursement

Flexible scheduling

Generous PTO

Career development opportunities

Job summary

CalOptima Health Partnership is seeking a Financial Analyst I, Budgeting to support annual operating and capital budgets and provide analytical insights across departments. You will collaborate with business owners, gather data, and ensure accurate financial reporting to drive strategic decisions.

The role emphasizes forecasting, budgeting, and financial modeling with a strong focus on accuracy, timelines, and cross-functional teamwork.

Qualifications

• Bachelor's degree in business, finance, accounting or related field.
• Experience budgeting, forecasting and financial modeling.
• Strong analytical and problem-solving abilities; attention to detail.

Responsibilities

• Support annual operating and capital budgets with department business owners.
• Analyze financial data from multiple sources and reconcile reports.
• Prepare monthly and quarterly financial reports.
• Monitor capital expenditures and update reconciliation.
• Assist with policies and procedures development.
• Provide administrative support and cross-functional collaboration.

Skills

Budgeting

Forecasting

Financial modeling

Analytical ability

Communication

Time management

Education

Bachelor's degree in business administration, finance, accounting or related field

Tools

Excel

Word

PowerPoint

Outlook

Job description

CalOptima Health Partnership is seeking a Financial Analyst I, Budgeting to support annual operating and capital budgets and provide analytical insights across departments. You will collaborate with business owners, gather data, and ensure accurate financial reporting to drive strategic decisions.

The role emphasizes forecasting, budgeting, and financial modeling with a strong focus on accuracy, timelines, and cross-functional teamwork.