Senior Financial Planning & Analysis (FP&A) Analyst

Role Overview

The Senior Financial Planning & Analysis (FP&A) Analyst will develop, maintain, and enhance financial models for budgeting, forecasting, and long-range planning. The role involves preparing monthly, quarterly, and annual financial analyses, including variance reporting and operational performance metrics.

What You Will Do

The Senior FP&A Analyst will analyze revenue, expenses, productivity, and program profitability to identify trends, risks, and opportunities. The role also involves producing financial dashboards and key performance indicators (KPIs) for executive leadership.

Why It Might Be a Fit

The ideal candidate will have a strong understanding of behavioral health billing and reimbursement processes, claim denials and denial management, Medi-Cal funding and reimbursement structures, and county-funded behavioral health programs.

Requirements

• Bachelor’s degree in Finance, Accounting, Business Administration, Economics, Healthcare Administration, or a related field
• Minimum of 3 years of FP&A, financial analysis, healthcare finance, reimbursement analysis, or related experience with a bachelor’s degree
• Demonstrated experience working with Santa Clara County Behavioral Health Services, another California county behavioral health department, or an equivalent public behavioral health system
• 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

Benefits

• Medical benefits – Kaiser – ranging from $0 Deductible Plan with $15 Copay to $3,400 Deductible Plan with Health Savings Account
• 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
• Paid time off – up to 25 days per year, 6 days of sick time per year, and 12 paid holidays
• Retirement plan with a generous employer match starting at 4% after one year of employment
• 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 benefits on a cafeteria plan basis

Tagged as: Financial Modeling