Cascadia Health · 1 day ago
Business Intelligence Analyst (Financial)
Portland, OR
Full-time
Onsite
Mid Level
$92K/yr - $99K/yr
4+ years expCascadia Health delivers integrated mental health and addiction services, primary care, and housing to promote community well-being. The Business Intelligence Analyst (Financial) is responsible for supporting the agency by collecting meaningful data, enabling data-driven decisions, and collaborating with various teams to enhance financial planning and reporting processes.
Addiction TreatmentHealth CareHospitalNon ProfitWellness
Responsibilities
Act as a key liaison between financial, accounting, clinical, operational, and administrative staff; IT, and end data users to translate data requests and reporting needs into functional solutions
Build and maintain custom Workday reports (Advanced, Matrix, Composite) to support financial operations and analysis
Develop calculated fields and custom objects to enhance reporting flexibility
Partner with Accounting, Grants/Contracts, and Procurement teams to automate month-end and audit-ready reports
Ensure data integrity and alignment between actuals in Workday Financials and planning assumptions in Adaptive
Configure, maintain, and enhance Adaptive Planning models including dimensions, levels, versions, and assumptions
Support monthly, quarterly, and annual budgeting and forecasting cycles in collaboration with Finance and Accounting
Develop dashboards, variance reports, and scenario planning templates
Troubleshoot planning model issues, manage data integrations and security access
Enable and train end-users to build self-service reports and navigate planning tools effectively
Monitor system upgrades and releases across both Workday and Adaptive and recommend enhancements
Create and maintain documentation for key processes, assumptions, and data flows
Support audit and compliance processes with required reporting artifacts
Extract, report, and analyze data housed within Epic
Report using suite of Epic tools including Reporting Workbench, Slicer Dicer, Business Objects/Crystal Reports, and Clarity and Signal
Provide reports to the end user that are clear, comprehensive, free of errors, and provide basic interpretation and actionable insights
Create dashboards for financial, staffing, and clinical data and support staff utilizing them. Ensure ongoing accuracy of dashboards through regular maintenance and auditing of data
Help create tools, trainings, and documentation to support organizational reporting and effective utilization of electronic data systems
Support organizational goals around ensuring data integrity by investigating issues around data reliability, accuracy, and other system functions. Engage in regular auditing to support these goals
Perform other duties as assigned
Comply with laws, regulations, policies, and procedures under which the program and company operates
Assist in crisis situations as appropriate
Maintain accurate and up-to-date documentation that ensures compliance with all agency policies and procedures and local, state, and federal regulations, and billing requirements
Understand safety regulations and evacuation procedures; participate in regular safety drills in compliance with program policies and procedures
Complete assigned employee training in compliance with program and company requirements
Provide guidance, support, and training to other staff in alignment with company mission and values
Participate in all scheduled staff meetings, supervision sessions, and other departmental and company meetings
Qualification
Required
High school diploma or GED with 4 years of relevant experience
3+ years of experience in Workday Financials and Adaptive Planning, or equivalent practical experience
2+ years working directly with stakeholders to help them understand and interpret data
Deep understanding of core financial and accounting processes such as GL, budgeting, actuals vs forecast, cost center planning
Advanced ability to utilize Excel to organize data, create dynamic visuals, and provide clear presentation of data results
Proficient with Microsoft Suite
Ability to create technical documentation through reports and data/report models
Time management and capacity for independent self-motivation
Ability to adapt and learn from new information
Strong oral and written communication skills
Excellent communication and collaboration skills
Preferred
Bachelor's degree in information systems, information management, business administration, or relevant experience with focus on finance/accounting or related field
Certified in Workday Report Writer and Workday Adaptive Planning: Implementation Pro
Experience developing and managing complex financial models
Benefits
Generous Paid Time Off Package Full-time employees earn 6 weeks of PTO in their first year!
Medical and Dental Coverage (begins 1st of the month following 30 days after hire date)
VSP Vision Discount Plan
403(B) Retirement Savings (Pre and post-tax plans with up to 8% employer matching contribution!)
Flexible Spending Account (FSA) (Medical, dependent care, and transportation options)
Short-Term Disability, Long-Term Disability, and Life Insurance
Paid Bereavement and Jury Duty Leave
Length of Service Award
Voluntary Life Insurance
Supplemental Insurance
Student loan forgiveness options
Employee Assistance Program (EAP)
Bicycle Reimbursement
Discounted Fitness Memberships
Trauma Support Team
Company
Cascadia Health
Cascadia looks at the whole person and believes that an integrated healthcare approach is the best way to serve our clients. Cascadia’s whole health care model empowers individuals as they work toward their goals to achieve recovery.
501-1000 employees
H1B Sponsorship
Cascadia Health has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (1)
Funding
Current Stage
Late StageLeadership Team
Derald Walker, Ph.D.
President/CEO
Beth Barker
CFO
Recent News
2025-05-07
2025-04-02
Company data provided by crunchbase