National Association of Latino Healthcare Executives ยท 23 hours ago
Financial Planning & Analysis Analyst III Medicaid
Oakland, CA
Full-time
Hybrid
Mid LevelThe National Association of Latino Healthcare Executives is seeking a Financial Planning & Analysis Analyst III Medicaid. This role is primarily responsible for supporting financial planning, modeling, analysis, and forecasting, as well as preparing reports on financial trends and assisting in the analysis of operational performance.
Health CareHospitalMedical
Responsibilities
Pursues self-development and effective relationships with others by proactively providing resources, information, advice, and expertise with coworkers and customers; influencing others through technical explanations and examples; providing occasional mentoring to team members; listening and responding to, seeking, and addressing performance feedback; creating plans to capitalize on strengths and develop weaknesses; anticipating and responding to the needs of others; and adapting to and learning from change, difficulties, and feedback
Completes work assignments by applying up-to-date expertise in subject area to generate creative solutions; ensuring all procedures and policies are followed; leveraging an understanding of data, and resources to support projects or initiatives; collaborating cross-functionally to solve business problems; identifying and monitoring priorities, deadlines, and expectations; communicating progress and information; identifying, recommending, and implementing ways to address improvement opportunities; and escalating issues or risks as appropriate
Supports the evaluation of the business environment by conducting financial assessments (e.g., Situational, Strengths/Weaknesses/Opportunities/Threats, Opportunity-Based Strategic Planning, system value chain analysis); and generating reports summarizing business, financial, or economic data
Completes costing activities by identifying cost avoidance and cost recovery opportunities
Supports improving financial performance by identifying financial trends; using results of analyses; calling attention to operational issues that need to be addressed to improve performance; and partnering with the business to address operational performance issues
Supports business modeling by developing best-practice models; analyzing risk alternatives; and developing what-if scenarios and forecasts using in-house models or software
Supports reporting of region/business unit financial information by evaluating financial trends, data analysis reports, and forecasts of income and expense; reviewing assets, liabilities, revenues, and expenses; and using data/inputs from region/business unit systems to support analyses (e.g., membership and utilization reports, volume reporting, day sales inventory, analysis spreadsheets, investment schedules)
Supports assessment of the business vision, objectives, and strategic initiatives by conducting research to assess financial impact of strategies and initiatives
Creates budgets and/or forecasts under the guidance of others in accordance with business strategic initiatives by analyzing budgeting trends; preparing budget and forecasting; and coordinating with others to develop department/regional budgets
Evaluates performance/operations/ financial state by using and implementing templates (e.g., cash flow, RFA process, weekly unit case report) and computer applications; conducting complex financial analyses (e.g., operating cash flow analyses, pro forma P&L, line item walk forwards, volume building blocks, NPV, IRR, Discounted Cash Flow, statistical analyses, economic analyses); and completing complex variance analysis (e.g., volume, P&L line item, cost of goods, rate)
Supports internal and external audits by assisting with preparation of audit schedules and review of audit results
Supports field operations by analyzing their operational/financial performance
Supports Financial Statement Analysis of business partners (e.g., suppliers, customers, co-packers, acquisition targets) by using software systems (Internet, Bloomberg, and D&B), annual reports, and/or interviews; determining the financial status (viability) of business partners; and assessing risk implications
Supports others in advising region/business unit leaders on strategic fiscal matters by preparing regular and special reports for both financial and statistical matters in order to facilitate financial management throughout the organization; and organizing regular meetings with leadership to review financial results for their areas
Supports strategic financial planning by performing and evaluating financial, utilization, and benchmark analytics
Supports strategic financial planning by gathering and preparing recommendations for financial plans, acquisition activity, financial requirements, and operating forecasts; and applying financial concepts for financial planning and control
Qualification
Required
Proven experience in financial planning, modeling, analysis, and forecasting
Ability to identify and prepare reports on financial and budgeting trends
Experience in analyzing operational performance
Strong skills in gathering and preparing recommendations on financial activities and plans
Ability to build effective relationships with coworkers and customers
Experience in providing mentoring to team members
Ability to listen and respond to performance feedback
Experience in creating plans to capitalize on strengths and develop weaknesses
Ability to adapt to and learn from change, difficulties, and feedback
Proficiency in applying up-to-date expertise in subject area to generate creative solutions
Experience in ensuring all procedures and policies are followed
Ability to leverage an understanding of data and resources to support projects or initiatives
Experience in collaborating cross-functionally to solve business problems
Ability to identify and monitor priorities, deadlines, and expectations
Strong communication skills to convey progress and information
Experience in identifying, recommending, and implementing ways to address improvement opportunities
Ability to escalate issues or risks as appropriate
Experience in conducting financial assessments
Ability to generate reports summarizing business, financial, or economic data
Experience in identifying cost avoidance and cost recovery opportunities
Ability to identify financial trends and operational issues
Experience in developing best-practice models for business modeling
Ability to analyze risk alternatives and develop what-if scenarios and forecasts
Experience in evaluating financial trends, data analysis reports, and forecasts of income and expense
Ability to review assets, liabilities, revenues, and expenses
Experience in using data/inputs from region/business unit systems to support analyses
Ability to conduct research to assess financial impact of strategies and initiatives
Experience in creating budgets and/or forecasts in accordance with business strategic initiatives
Ability to analyze budgeting trends and prepare budget and forecasting
Experience in evaluating performance/operations/financial state using templates and computer applications
Ability to conduct complex financial analyses
Experience in completing complex variance analysis
Ability to assist with preparation of audit schedules and review of audit results
Experience in analyzing operational/financial performance of field operations
Ability to determine the financial status (viability) of business partners
Experience in assessing risk implications of business partners
Ability to prepare regular and special reports for financial and statistical matters
Experience in organizing regular meetings with leadership to review financial results
Ability to perform and evaluate financial, utilization, and benchmark analytics
Experience in gathering and preparing recommendations for financial plans, acquisition activity, financial requirements, and operating forecasts
Company
National Association of Latino Healthcare Executives
The National Association of Latino Healthcare Executives is a hospital and healthcare organization.
Founded in 2005
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jackie Sifuentes, MBA, LSSYB
Co-Founder La Mesa Emerging Leaders Mentorship Program for Early Careerists
Company data provided by crunchbase