Senior Financial Planning & Analysis (FP&A) Analyst

Momentum for Health; San Jose (CA); On-site; USD 95,000 - 130,000; Full time

Benefits offered by this job

Competitive benefits package

Defined contribution up to $15,433.08

Retirement plan with 4% employer match

25 days paid vacation

12 paid holidays

Job summary

Momentum for Health is seeking a Senior FP&A Analyst to drive financial planning, reporting, budgeting, forecasting, and revenue-cycle analytics for its behavioral health programs. You will partner with Finance, Revenue Cycle, Operations and Program Leadership to provide actionable insights, monitor contract utilization, and support strategic decision-making in a county-funded environment.

The role requires strong healthcare finance knowledge, Medi-Cal/reimbursement experience, and advanced

Qualifications

• Minimum of 3 years of FP&A, financial analysis, healthcare finance, reimbursement analysis, or related experience with a bachelor's degree.
• Experience with Medi-Cal funding, county contracts, grants, and government-funded programs.
• Strong Excel and Power BI analytical capabilities.
• Knowledge of behavioral health billing and reimbursement processes.

Responsibilities

• Develop, maintain, and enhance financial models for budgeting, forecasting, and long-range planning.
• Prepare monthly, quarterly, and annual financial analyses, including variance reporting and KPIs.
• Analyze revenue, expenses, productivity, and program profitability to identify trends and opportunities.
• Support annual budgeting and forecast processes across multiple programs and funding sources.
• Produce financial dashboards for executive leadership.
• Monitor contract utilization and reimbursement trends to inform strategy.

Skills

Financial analysis

Forecasting

Budgeting

Strategic thinking

Education

Bachelor's degree in Finance, Accounting, Business Administration, Economics, Healthcare Administration, or related field

Tools

Excel

Power BI

NetSuite

myAvatar EHR

Job description

Senior Financial Planning & Analysis (FP&A) Analyst

Job Category: Finance

Requisition Number: REVEN004314

• Posted : September 9, 2026
• Full-Time

Locations

Showing 1 location

San Jose, CA 95126, USA

Description

*Mon-Fri 8:30am-5:00pm with additional hours during planning cycle*

The pay range is $95K - 130K per year depending on the relevant years of experience.

We offer a competitive package of employee benefits for 30 to 40-hour week positions. You will receive a defined contribution amount of up to $15,433.08 per year (prorated for part-time employees working less than 40 hours per week) to purchase the benefits of your choice on a cafeteria plan basis. Any amount of this defined contribution not used towards your benefits will be paid to you as taxable earnings. We offer a retirement plan with a generous employer match starting at 4% after one year of employment. Our paid time off is also more generous than many employers with vacation time accruing up to 25 days per year, 6 days of sick time per year and 12 paid holidays.

The benefits offered in our cafeteria plan are as follows:

• Medical benefits –Kaiser--ranging from $0 Deductible Plan with $15 Copay to $,3400 Deductible Plan with Health Savings Account. Sutter Health plans are also available from $0 Deductible Plan to $2,500 Deductible Plan.
• Dental benefits –Guardian: 1 dental HMO and 2 PPOs
• Vision benefits – 2 options from Guardian VSP: a standard vision plan and an enhanced vision plan

Position Summary

We are seeking a highly analytical and mission-driven FP&A Analyst to support the financial planning, reporting, budgeting, forecasting, and revenue cycle analytics functions of our growing behavioral health organization. The ideal candidate will bring strong financial acumen, healthcare reimbursement knowledge, and experience working with public behavioral health funding models, particularly within Santa Clara County Behavioral Health Services, Medi-Cal programs, or comparable California county behavioral health systems.

This role will partner closely with Finance, Accounting, Revenue Cycle, Clinical Operations, and Program Leadership to provide actionable financial insights, improve reimbursement performance, monitor contract utilization, and support strategic decision‑making. A successful candidate will have a strong understanding of behavioral health billing, denial management, reimbursement rates, cost reporting, and Maximum Financial Obligation (MFO) processes.

Essential Duties and Responsibilities

• Develop, maintain, and enhance financial models for budgeting, forecasting, and long‑range planning.
• Prepare monthly, quarterly, and annual financial analyses, including variance reporting and operational performance metrics.
• Analyze revenue, expenses, productivity, and program profitability to identify trends, risks, and opportunities.
• Support annual budgeting and periodic forecast processes across multiple programs and funding sources.
• Produce financial dashboards and key performance indicators (KPIs) for executive leadership.

Behavioral Health Revenue Analysis

• Monitor and analyze behavioral health revenue streams, including Medi‑Cal, County contracts, grants, commercial insurance, and other funding sources.
• Track billing performance, reimbursement trends, denial rates, claim aging, and collections.
• Collaborate with Accounting, Revenue Cycle and Operations teams to identify and resolve billing and reimbursement issues that affect the budget.
• Evaluate the financial impact of rate changes, funding adjustments, and regulatory requirements.
• Analyze contract performance against budget and utilization targets.

County and Government‑Funded Program Support

• Support financial reporting and analysis related to Santa Clara County contracts, Medi‑Cal programs, and other government‑funded behavioral health services.
• Monitor and validate reimbursement methodologies, funding allocations, and service utilization.
• Assist with financial reporting requirements associated with county contracts and behavioral health programs, including Executive Management & Board reports
• Provide analysis supporting audits, cost reports, and regulatory reviews.

Data Analytics & Reporting

• Extract, validate, and analyze financial and operational data from EHR (myAvatar), billing, and financial systems (NetSuite).
• Develop automated reports and dashboards to improve visibility into organizational performance.
• Present financial findings and recommendations to leadership in a clear and actionable manner.
• Ensure data integrity and consistency across reporting systems.

Strategic Finance Support

• Support new program evaluations, business cases, and financial feasibility studies.
• Assist in identifying operational efficiencies and revenue enhancement opportunities.
• Participate in process improvement initiatives related to financial reporting, budgeting, and reimbursement optimization.

Education and Experience

Education

• Bachelor's degree in Finance, Accounting, Business Administration, Economics, Healthcare Administration, or a related field; OR
• Equivalent combination of education and relevant professional experience.

Experience

• Minimum of 3 years of FP&A, financial analysis, healthcare finance, reimbursement analysis, or related experience with a bachelor's degree; OR
• 3–5 years of directly relevant experience in healthcare finance, behavioral health finance, revenue cycle, or government-funded healthcare programs.

Behavioral Health & County Experience

• Demonstrated experience working with Santa Clara County Behavioral Health Services, another California county behavioral health department, or an equivalent public behavioral health system.
• Strong understanding of:
• Behavioral health billing and reimbursement processes
• Claim denials and denial management
• Medi‑Cal funding and reimbursement structures
• County‑funded behavioral health programs
• Provider rates and reimbursement methodologies
• Managed Financial Operations (MFO) processes and reporting
• Contract utilization and funding reconciliation

Technical Skills

• Advanced proficiency in Microsoft Excel, including Pivot Tables, Power Query, advanced formulas, and financial modeling.
• Experience with financial reporting and budgeting systems.
• Strong data analysis and reporting skills.
• Proficiency with Microsoft Power BI or similar business intelligence platforms preferred.
• Experience working with EHR (myAvatar), billing, and ERP/accounting systems (NetSuite) preferred.

Preferred Qualifications

• Experience in a behavioral health, substance use treatment, community health, FQHC, or non-profit healthcare environment.
• Knowledge of California Medi‑Cal behavioral health reimbursement regulations.
• Experience with county contracts, grants management, and cost reporting.
• Familiarity with healthcare revenue cycle management and claims analytics.
• MBA, MHA, CPA, CMA, or other relevant professional certification is a plus.

Core Competencies

• Strong financial and analytical reasoning
• Attention to detail and accuracy
• Ability to translate complex financial data into actionable insights
• Strategic thinking and problem-solving
• Strong communication and presentation skills
• Ability to build cross‑functional relationships
• Ability to manage multiple priorities in a fast‑paced environment
• Commitment to the mission of serving behavioral health populations

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.