Financial Analyst, Consultant

Blue Shield of CA; Oakland (CA); Hybrid; USD 110,000 - 160,000; Full time

Job summary

Blue Shield of CA in Oakland is seeking a Financial Analyst, Consultant to partner with the Mandates FP&A team on budgeting, forecasting, and strategic spend optimization. The role emphasizes partnering with project portfolios and tracking ongoing costs to inform financial decisions.

The candidate should bring advanced Excel skills, financial modeling experience, and familiarity with accruals and reclasses, plus exposure to project management methodologies and Planview.

Qualifications

• Bachelor's degree or equivalent experience required.
• Minimum 7 years of relevant experience.
• Strong financial modeling and Excel skills required.
• Knowledge of accruals and reclasses in accounting.
• Desirable experience with Project Management methodologies and Planview is a plus.

Responsibilities

• Partner with the Mandates portfolio of projects and help manage their budgets.
• Provide strategic recommendations about spend and forecasting future expenses.
• Track ongoing costs related to Mandates implementation.
• Collaborate with FP&A and cross-functional stakeholders to improve financial controls.

Skills

Financial modeling

Excel expertise

Budget management

Forecasting

Accounting accruals & reclasses

Strategic recommendations

Team collaboration

Education

Bachelor's degree or equivalent experience

Tools

Planview Project Management Software

Job description

Your Role

The Mandates FP&A team provides financial partnership and controls to a $60M portfolio of projects . The Financial Analyst, Consultant will report to the manager of Strategic Initiatives FP&A. In this role you will be partnering with the Mandates portfolio of projects and helping to manage their budgets, providing strategic recommendations about spend and forecasting future expenses. You will also be tracking the ongoing costs related to Mandates implementation.

Your Knowledge and Experience

• Requires a bachelor's degree or equivalent experience
• Requires at least 7 years of prior relevant experience
• Requires strong financial modeling skills
• Requires strong experience and expertise with Excel
• Requires knowledge and experience with accounting accruals and reclasses
• Desired experience with Project Management methodologies
• Desired experience with Planview Project Management Software
• Desired experience with state and federal mandates

Hybrid

This role requires employees to be in-office based on our hybrid workplace model, balancing purposeful in-person collaboration with flexibility. For most teams, this means coming into the office two days each week. Employees living more than 50 miles from an office location will work with their manager to determine in-office time based on business need.