Senior Financial Planning & Budget Analysis

Elders; Oakland (CA); On-site; USD 104,000 - 160,000; Full time

Job summary

Center for Elders’ Independence seeks a Senior Financial Planning & Budget Analyst to lead budgeting, forecasting, and long-range planning. You will partner with department leaders and executives to translate financial data into actionable insights supporting sustainability, growth, and service quality for participants in Oakland.

The role emphasizes developing budget models, monitoring cost trends, and delivering dashboards and reports.

Qualifications

• Bachelor’s degree required in finance, accounting, or related field.
• Master's degree (MBA, MPA, or related) preferred.
• 7+ years in budgeting, FP&A, healthcare finance or financial analytics.
• 3 years healthcare/PACE/Medicare preferred.
• Strong budgeting, financial analysis, forecasting knowledge.
• Advanced Excel including modeling and data analysis.
• Experience with ERP, budgeting software, Power BI, SQL, data warehouses; Adaptive/Workday Planning preferred.

Responsibilities

• Prepare annual operating and capital budgets and quarterly forecasts.
• Coordinate budget prep with department managers and leaders.
• Review budget submissions for accuracy and alignment with objectives.
• Develop and maintain budget and forecast models and tools.
• Analyze budget-to-actual and forecast-to-actual results by unit and service area.
• Provide detailed financial analyses, trends, and management recommendations.
• Support strategic planning and long-range projections for growth and initiatives.
• Prepare and present financial reports, dashboards, and summaries to leadership.
• Monitor costs, utilization trends, and identify cost-saving opportunities.
• Provide guidance on budget policies and financial best practices.

Skills

Budgeting

FP&A

Healthcare finance

Forecasting

Excel

Power BI

SQL

ERP systems

Data analysis

Communication

Education

Bachelor’s degree in finance or related field

MBA or related degree preferred

Tools

Power BI

SQL

Adaptive Planning

Workday

Job description

Senior Financial Planning & Budget Analyst

The Position: The Senior Financial Planning & Budget Analyst is a full-time position reporting to the Manager of Decision Support. The role prepares organizational budgeting, forecasting, variance analysis, and long-range financial planning, with particular attention participant care costs, and utilization. Working with department leaders and executive management, the Senior Financial Planning & Budget Analyst translates financial and operational data into actionable recommendations that support organizational sustainability, growth, and informed strategic growth.

Success in this role is measured by budget and forecast accuracy, timely and actionable variance reporting, effective financial partnership with leaders, and measurable improvements in planning and reporting processes.

The annual pay range for the Senior Financial Planning & Budget Analyst position at Center for Elders’ Independence is $104,332 to $159,629. Placement within the range is determined based on job-related factors such as relevant experience, skills, abilities, internal equity, and market data, consistent with CEI’s annual compensation review and established compensation practices.

DUTIES AND RESPONSIBLITIES:

• Prepare the annual operating and capital budget and quarterly forecasts, integrating utilization, staffing, participant care costs, service-area assumptions, and strategic initiatives.
• Coordinate budget preparation activities with department managers and leadership teams
• Review budget submissions for accuracy, completeness, and alignment with organizational objectives.
• Develop and maintain budget and forecast models and planning tools.
• Analyze budget-to-actual and forecast-to-actual results by PACE center, service area, program, and operational unit; distinguish drivers and recommend corrective actions or forecast changes.
• Provide detailed financial analyses, trend reports, and recommendations for management.
• Support strategic planning and business cases through scenario modeling and long-range financial projections for growth, expansion, capital investments, reimbursement changes, and other initiatives.
• Prepare and present financial reports, dashboards, and budget summaries for leadership.
• Monitor cost, utilization trends, and departmental spending and identify opportunities for cost savings and operational efficiencies.
• Provide guidance and training on budget policies, procedures, and financial best practices.
• Maintain documentation supporting budget assumptions and financial analyses.
• Support implementation and optimization of financial systems and reporting tools.
• Recommend enhancements to increase efficiency, accuracy, and transparency.

QUALIFICATIONS:

• A bachelor’s degree in finance, accounting, business administration, economics, public administration, or a closely related field is required.
• Master's degree (MBA, MPA, or related field) preferred.
• 7+ years of progressive budgeting, FP&A, healthcare finance, reimbursement, or financial analytics experience
• 3 years’ experience in healthcare, managed care, PACE, or Medicare Advantage, Medicaid preferred.
• Strong knowledge of budgeting principles, financial analysis, and forecasting methodologies.
• Advanced proficiency in Microsoft Excel, including financial modeling and data analysis.
• Experience with ERP systems, budgeting software, Power BI, SQL, data warehouses or similar reporting tools. Experience with Adaptive WorkDay Adaptive Planning is preferred.
• Excellent analytical, organizational, and problem-solving skills.
• Strong written and verbal communication skills.

• Background in IT in healthcare organizations of scale
• Experience of M365 / E5 based Contact Center Solutions (e.g. Five 9’s, CISCO UCCE)
• Experience of leading EHR systems (e.g. EPIC)
• Experience of leading ITSMF tools (e.g. Service Now)

The above job description is intended to communicate the general function of the mentioned position and by no means shall be considered an exhaustive or complete outline of the specific tasks and functions that will be required. CEI reserves the right to change job descriptions, site assignments, and or work hours as required by the needs of the program. All employees are expected to perform their duties within their ability as required by the job and/or as requested by management.