Senior FP&A Budget & Forecast Analyst

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

Job summary

Center for Elders’ Independence is seeking a Senior Financial Planning & Budget Analyst to lead budgeting, forecasting, and long-range financial planning with a focus on participant care costs and utilization. The role collaborates with department leaders and executives to translate data into actionable recommendations that promote organizational sustainability and growth.

The position emphasizes accuracy in budgets and forecasts, timely variance reporting, and strong partnerships with leaders

Qualifications

• 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. Adaptive Planning / WorkDay is preferred.
• Excellent analytical, organizational, and problem-solving skills.
• Strong written and verbal communication skills.

Responsibilities

• 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 business cases through scenario modeling and long-range projections.
• Prepare and present financial reports, dashboards, and budget summaries for leadership.
• Monitor cost, utilization trends, and departmental spending; identify opportunities for cost savings and efficiencies.
• Provide 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.

Skills

Financial modeling

Budgeting & forecasting

Analytical skills

Communication skills

Problem solving

Education

Bachelor’s degree in finance, accounting, business administration, economics, public administration, or related field

Master's degree (MBA, MPA, or related field) preferred

Tools

Excel

ERP systems

Power BI

SQL

Data warehouses

Adaptive Planning / WorkDay

Job description

Center for Elders’ Independence is seeking a Senior Financial Planning & Budget Analyst to lead budgeting, forecasting, and long-range financial planning with a focus on participant care costs and utilization. The role collaborates with department leaders and executives to translate data into actionable recommendations that promote organizational sustainability and growth.

The position emphasizes accuracy in budgets and forecasts, timely variance reporting, and strong partnerships with leaders