Strategic FP&A Analyst, Mandates Portfolio

Blue Shield of CA; Oakland (CA); Hybrid; USD 110,000 - 160,000; Full time

Job summary

Blue Shield of CA in Oakland is seeking a Financial Analyst, Consultant to partner with the Mandates FP&A team on budgeting, forecasting, and strategic spend optimization. The role emphasizes partnering with project portfolios and tracking ongoing costs to inform financial decisions.

The candidate should bring advanced Excel skills, financial modeling experience, and familiarity with accruals and reclasses, plus exposure to project management methodologies and Planview.

Qualifications

• Bachelor's degree or equivalent experience required.
• Minimum 7 years of relevant experience.
• Strong financial modeling and Excel skills required.
• Knowledge of accruals and reclasses in accounting.
• Desirable experience with Project Management methodologies and Planview is a plus.

Responsibilities

• Partner with the Mandates portfolio of projects and help manage their budgets.
• Provide strategic recommendations about spend and forecasting future expenses.
• Track ongoing costs related to Mandates implementation.
• Collaborate with FP&A and cross-functional stakeholders to improve financial controls.

Skills

Financial modeling

Excel expertise

Budget management

Forecasting

Accounting accruals & reclasses

Strategic recommendations

Team collaboration

Education

Bachelor's degree or equivalent experience

Tools

Planview Project Management Software

Job description

Blue Shield of CA in Oakland is seeking a Financial Analyst, Consultant to partner with the Mandates FP&A team on budgeting, forecasting, and strategic spend optimization. The role emphasizes partnering with project portfolios and tracking ongoing costs to inform financial decisions.

The candidate should bring advanced Excel skills, financial modeling experience, and familiarity with accruals and reclasses, plus exposure to project management methodologies and Planview.