Senior Financial Planning & Budget Analysis New Oakland, Ca

Elders; Oakland (CA); Presencial; USD 104.000 - 160.000; Jornada completa

Descripción de la vacante

Center for Elders’ Independence in Oakland, CA seeks a Senior Financial Planning & Budget Analyst to lead budgeting, forecasting, variance analysis, and long-range financial planning focused on participant care costs and utilization. You’ll partner with department leaders and executives to translate data into actionable insights that drive sustainability and growth.

The role emphasizes collaboration, accuracy, and continuous improvement in planning and reporting processes, with a strong emphasis

Formación

• Bachelor’s degree in finance, accounting, business administration, economics, public administration, or 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 E HR systems (e.g. EPIC)
• Experience of leading ITSMF tools ( e.g. Service Now)

Responsabilidades

• 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 center, service area, program, and unit; identify drivers and recommend actions.
• Provide detailed financial analyses, trend reports, and recommendations for management.
• Support strategic planning and long-range financial projections for growth, expansion, and capital investments.
• Prepare and present financial reports, dashboards, and budget summaries for leadership.
• Monitor cost, utilization trends, and departmental spending; identify opportunities for cost savings.
• Offer guidance and training on budget policies, procedures, and financial best practices.
• Maintain documentation supporting budget assumptions and analyses.
• Support implementation and optimization of financial systems and reporting tools.
• Recommend enhancements to increase efficiency, accuracy, and transparency.

Conocimientos

Excel proficiency

FP&A

Healthcare finance

Budgeting principles

Data analysis

Educación

Bachelor's degree

Master's degree preferred

Herramientas

Power BI

SQL

ERP systems

Adaptive Planning

Descripción del empleo

Senior Financial Planning & Budget Analysis

Oakland, Ca

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 E H R 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.

Placement within the compensation range listed here is determined by job-related qualifications, experience, internal equity, and market factors, consistent with CEI compensation practices.

Salary Range

$104,332 - $159,629 USD

As set forth in Center for Elders' Independence’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.