Candidates hired for remote positions must reside in Oregon, Washington, Utah, Idaho, Arizona, Nevada, Texas, Montana, or Wisconsin.

Position Title: Senior Financial Planning Analyst

Department: Finance

Title of Manager: Financial Management

Supervises: Non-Supervisory

Exemption Status: Exempt

Req #: 24249

Pay and Benefits: Pay and Benefits: Estimated hiring range $87,135 - $105,435 / year, 5% bonus target, full benefits. www.careoregon.org/about-us/careers/benefits

Posting Notes: This is a fully remote role, but you must reside in one of the listed 9 states.

Job Summary

The Senior Financial Planning Analyst position provides complex analysis, modeling, and planning functions for the organization. This position supports several key analytical functions including but not limited to medical, administrative, and capital budgeting for CareOregon, its subsidiaries and other contracted organizations. This includes developing reporting and analysis for managers, as needed.

Essential Responsibilities

• Participate in the annual medical, administrative, and capital budget process for CareOregon and all its subsidiaries.

• Support and train department managers, line of business leaders and benefit leaders on the budgeting, forecasting and variance processes; Help them develop appropriate budgets and make recommendations.

• Deliver presentations to managers and executives as needs arise.

• Develop and maintain complex financial models and calculations using data from various accounting and finance systems to support the budgeting and forecasting process.

• Analyze and document variances from the medical, administrative, and capital budgets

• Actively participate in the preparation of periodic financial forecasts and updates throughout the year.

• Support the State’s Medicaid rate setting process and CMS Medicare bid process and prepare detailed documentation and analysis as needed.

• Prepare other advanced financial, budget, or analytic reports for internal management on an as needed basis.

• Create documentation regarding work functions and cross train other analysts as needed as backup.

• Perform special projects as assigned by manager.

  Organizational Responsibilities

• Perform work in alignment with the organization’s mission, vision and values.

• Support the organization’s commitment to equity, diversity and inclusion by fostering a culture of open mindedness, cultural awareness, compassion and respect for all individuals.

• Strive to meet annual business goals in support the organization’s strategic goals.

• Adhere to the organization’s policies, procedures and other relevant compliance needs.

• Perform other duties as needed.

  Knowledge, Skills and Abilities Required

• Strong ability to apply logic to problem solve

• Ability to apply knowledge of GAAP and/or ability to work closely with the Accounting team to apply GAAP

• Ability to quickly learn the organization’s forecasting and budgeting software

• Ability to assist with State Medicaid funding requirements and questions

• Excellent spreadsheet skills and word processing skills

• Excellent written and verbal communication skills

• Ability to problem solve, analyze accounts and provide written documentation of analysis and make independent decisions of significant impact or consequence.

• Ability to communicate project status and issues to manager in a timely manner

• Ability to work in an environment with diverse individuals and groups

• Knowledge of inter-company transactions and consolidations

• Ability to research rules and laws relevant to the work and interpret impact on the organization

• Ability to work independently in a team environment

• Ability to prepare detailed analysis with ad-hoc requests, with a minimum of supervision

• Understanding of the accounting and budget processes, internal controls, accounting and FP&A systems and knowledge of applicable laws, statues, rules, codes, and ordinances

• Skill in organization and demonstrated ability to manage multiple tasks, shifting priorities and meet changing deadlines

• Ability to analyze, organize, and interpret data from various sources accurately, draw logical conclusions and make appropriate recommendations

• Ability to work in a very fast-paced environment

  Physical Skills and Abilities

  Lifting/Carrying up to 0 Pounds

  Pushing/Pulling up to 0 Pounds

  Pinching/Retrieving Small Objects

  Crouching/Crawling

  Reaching

  Climbing Stairs

  Repetitive Finger/Wrist/Elbow/

  Shoulder/Neck Movement

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  More than 6 hours/day

  Standing

  Walking

  Sitting

  Bending

  Seeing

  Reading

  Hearing

  Speaking Clearly

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  More than 6 hours/day

  More than 6 hours/day

  3-6 hours/day

  3-6 hours/day

  Cognitive and Other Skills and Abilities

  Ability to focus on and comprehend information, learn new skills and abilities, assess a situation and seek or determine appropriate resolution, accept managerial direction and feedback, and tolerate and manage stress.

  Education and/or Experience

  Minimum 5 years’ related accounting/finance experience, including a minimum 3 years’ experience specific to financial modeling and/or forecasting. Experience working for a health insurance entity and/or in a healthcare setting preferred, as well as an MBA or Bachelor’s degree in Accounting, Finance or related field.

  Working Conditions

• Environment: This position’s primary responsibilities typically take place in the following environment(s) (check all that apply on a regular basis):

  ☒ Inside/office ☐ Clinics/health facilities ☐ Member homes

  ☐ Other_

• Travel: This position may include occasional required or optional travel outside of the workplace, in which the employee’s personal vehicle, local transit, or other means of transportation may be used.

• Equipment: General office equipment

• Hazards: n/a

#Li-Remote

Candidates of color are strongly encouraged to apply. CareOregon is committed to building a linguistically and culturally diverse and inclusive work environment.

Veterans are strongly encouraged to apply.

We are an equal opportunity employer. CareOregon considers all candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, disability, or veteran status.

Visa sponsorship is not available at this time.