Senior Financial Planning & Analysis (FP&A) Analyst
Momentum for Health
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Benefits offered by this job
Job summary
Momentum for Health is seeking an FP&A Analyst to develop financial models, perform budgeting and forecasting, and provide insights into revenue and program profitability. You will collaborate across Accounting, Revenue Cycle, and Operations to support planning and reporting.
The role emphasizes data extraction from EHR and billing systems, creating dashboards, and presenting findings to leadership. A healthcare finance background and strong Excel/BI skills are essential.
Qualifications
- Bachelor's degree in Finance, Accounting, Business Administration, Economics, Healthcare Administration, or related field.
- 3–5 years of healthcare finance, reimbursement analysis, or government-funded programs experience.
- Experience with Medi-Cal and county contracts is preferred.
Responsibilities
- Develop, maintain, and enhance financial models for budgeting, forecasting, and long-range planning.
- Prepare monthly, quarterly, and annual analyses with variance reporting and KPIs.
- Analyze revenue, expenses, productivity, and program profitability for trends and risks.
- Produce dashboards for executive leadership and strategic reporting.
- Extract and analyze data from EHR, billing, and financial systems; present findings clearly.
Skills
Education
Tools
Job description
Job Category : Finance
Requisition Number : SENIO004336
- Posted : October 6, 2026
- Full-Time
Showing 1 location
San Jose, CA 95126, USA
**Mon-Fri 8:30am-5pm, additional hours may be required during the 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
- 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.
- 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.
- 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.
- 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.
- 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.
- Bachelor's degree in Finance, Accounting, Business Administration, Economics, Healthcare Administration, or a related field; OR
- Equivalent combination of education and relevant professional 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.
- 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
- 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.
- 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.
- 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.
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