Financial Analyst

CCHP Public Portal; San Francisco (CA); On-site; USD 91,478 - 137,093; Full time

Job summary

CCHP Public Portal in San Francisco, California is seeking a Financial Analyst to support decision-making through data analysis and reporting. The role involves analyzing healthcare finance data and preparing detailed reports and models to guide strategic initiatives.

The ideal candidate will possess a Bachelor's degree in Finance, 3–5 years of relevant experience, and proficiency in Microsoft Excel. This role offers a starting salary of $91,478 to $137,093 based on experience and credentials.

Qualifications

• Minimum of 3–5 years of healthcare finance or related experience required.
• Strong attention to detail and organizational skills.
• Ability to work independently and within cross-functional teams.

Responsibilities

• Collect and analyze financial and operational data for decision-making.
• Prepare financial reports, dashboards, and analyses.
• Support Medicare bids and regulatory filings as needed.

Skills

Analytical skills

Financial modeling

Microsoft Excel

Problem-solving

Communication skills

Education

Bachelor’s degree in Finance or related field

MBA or CPA (preferred)

Tools

Financial systems

Reporting tools

Job description

The Financial Analyst plays a key role in supporting organizational decision-making by providing data, analysis, and insights that inform strategic initiatives and Board reporting requirements. This position is responsible for analyzing health plan, financial, operational, and statistical data; developing analytical models; preparing recurring and ad hoc reports, dashboards, and financial summaries; performing forecasting, budgeting, and business analyses; supporting actuarial projects and regulatory filings; and serving as a resource to leadership and cross-functional teams in evaluating business performance and strategic initiatives.

Essential Duties and Responsibilities

• Collects, analyzes, and interprets financial, operational, utilization, and statistical data to support organizational decision-making, strategic initiatives, and Board reporting requirements.
• Develops, maintains, and distributes recurring and ad hoc reports, dashboards, presentations, and analytical models related to revenues, medical expenses and utilization, capitation, risk scores, medical loss ratios, provider performance, and other key business metrics.
• Prepares financial and operational analyses, including trend analyses, variance analyses, forecasting, budgeting support, and performance monitoring to identify risks and opportunities impacting organizational results.
• Works closely with consulting actuaries and internal departments to support Medicare bids, rate‑setting, underwriting, risk score analyses, actuarial projects, and regulatory filings.
• Partners with leadership and cross‑functional teams to gather, validate, and analyze data; provide analytical support for business decisions; and identify opportunities for process improvement and reporting automation.
• Monitors regulatory and industry developments, evaluates their operational and financial impact on CCHP.
• Perform additional duties as assigned.

CORE COMPETENCIES

Management – Makes the best use of available time and resources. Acknowledges and corrects mistakes. Shows up to work on time, and follows instructions, policies, and procedures. Meets productivity standards, deadlines, and work schedules. Prioritizes tasks by importance and deadline. Displays an ongoing commitment to learning and self‑improvement. Desiring and making an effort to acquire new knowledge or skills for work.

Leadership Effectiveness – Leads by example and sets standards for professional behavior. Helps those in need of assistance, regardless of rank. Offers help when needed. Identifies what needs to be done and takes action before being asked or required. Recognizes situations that warrant initiative and moves forward without hesitation. Displays a positive attitude about the work to be done, co‑workers, customers, management, and policies. Conveys positive attitude in the process of change.

Decision Making and Judgment – Coordinates ideas and resources to achieve goals. Identifies, collects, and organizes data for analysis and decision‑making. Shows insight into the root‑causes of problems. Generates a range of solutions and courses of action with benefits, costs, and risks associated with each. Examines data to grasp issues, draw conclusions, and solve problems.

Teamwork – Conveying confidence in co‑workers’ ability to be successful, especially with new and challenging tasks. Earns others’ trust and respect through consistent honesty and professionalism in all interactions. Builds constructive working relationships characterized by a high level of acceptance, cooperation, and mutual respect. Maintains an open, approachable manner, and treats others fairly and respectfully. Preserves others’ self‑confidence and dignity, and shows regard for their opinions. Promotes cooperation and commitment within a team to achieve goals and deliverables.

Continuous Improvement – Adapting to and working with a variety of situations, individuals, and groups. Demonstrates openness to new organizational structures, procedures, and technology. Openness to different and new ways of doing things. Willingness to modify one’s ways of doing things. Diligently attends to details and pursues quality in accomplishing tasks. Develops fresh ideas that provide solutions to all types of workplace challenges.

Communication – Keeps manager informed about progress and problems. Ensures that others involved in a project or effort are kept informed and developments and plans. Allows others to speak without unnecessarily interrupting them. Gives the speaker undivided attention and appears interested in the message (e.g., maintains eye contact, nods). Gets along and interacts positively with co‑workers and others. Asks and answers questions that enhance the clarity, quality, and reliability of information.

Work Product Quality – Adheres to all workplace and trade safety laws, regulations, standards, and practices. Displays openness to different or new ways of doing things and sees multiple perspectives. Responds positively to change, embracing and using new practices or values to accomplish goals and solve problems. Respects and maintains confidentiality. Tells the truth and is honest in all dealings. Encourages and supports others at work. Focuses on results and desired outcomes and how best to achieve them in order to get the job done. Willingly puts in extra time and effort in crisis situations; goes the “extra mile” to ensure the goal is met. Defining tasks and milestones to achieve objectives, while ensuring the optimal use of resources to achieve those objectives.

Customer Service – Builds and maintains customer satisfaction with the products and services offered by CCHP. Meeting and exceeding customer needs while cultivating relationships that secure commitment and trust. Seeks customer feedback and ensures needs have been fully met. Be positive when interacting with customers. Delivers products and services when and where the customer needs them. Engages customer in identifying issues, options, and desired outcomes. Develops a clear picture of the needs and best options from the client/customers’ perspective. Remains committed to helping the client long after initial solutions have been applied. Follows up to make sure desired outcomes are realized. Acts proactively, recognizing important trends that will affect customers. Communicates those trends so clients can better prepare to meet new challenges. Develops new services and service models in line with those needs. Anticipates and recognizes the concerns of others, even if those concerns are not openly expressed. Provides excellent services to internal and external customers

Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration, Healthcare Administration, or related field required; MBA and/or CPA preferred.
• Minimum of 3–5 years of healthcare finance, financial analysis, accounting, reporting, or related experience required.
• Prior accounting experience and experience preparing executive‑level reports, dashboards, and financial analyses preferred.
• Advanced proficiency in Microsoft Excel and experience with financial systems, reporting tools, and data analysis preferred.
• Demonstrated attention to detail with strong organizational skills and the ability to manage changing priorities.
• Strong analytical, critical thinking, and problem‑solving skills
• Ability to work independently and collaboratively with cross‑functional teams in a fast‑paced environment.
• Excellent time management, organizing and coordinating skills.
• Familiar with health care financing, provider contractual arrangements, and Medicare and Covered CA bid processes.
• Excellent written, verbal, and interpersonal communication skills.

Physical Requirements

• Able to lift up to 30 pounds
• Use proper body mechanics when handling equipment
• Standing, walking and moving 50% of the day.

Compliance Requirements

Complies with CCHP Compliance Handbook including Code of Ethics and all statutes, regulations, guidelines applicable to federal and state programs. Responsibilities include, following the guidelines and reporting suspected violations of any statute, regulations, agreements or guidelines applicable to all healthcare programs.

Base Pay Scale

Starting at $91,478 – $137,093.

The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to, internal equity, experience, education, specialty and training. This pay scale is not a promise of a particular wage.