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National Association of Latino Healthcare Executives · 5 hours ago

Financial Planning &#038; Analysis Analyst V Medicaid

Oakland, CA

Full-time

Hybrid

Senior Level

The National Association of Latino Healthcare Executives is seeking a Senior Financial Planning & Analysis Analyst V Medicaid. This role is primarily responsible for conducting complex financial assessments, leading internal audits, creating budgets and forecasts, and developing performance reports for business units.

Health CareHospitalMedical

Responsibilities

Practices self-leadership and promotes learning in others by building relationships with cross-functional stakeholders; communicating information and providing advice to drive projects forward; influencing team members within assigned unit; listening and responding to, seeking, and addressing performance feedback; adapting to competing demands and new responsibilities; providing feedback to others, including upward feedback to leadership and mentoring junior team members; creating and executing plans to capitalize on strengths and develop weaknesses; and adapting to and learning from change, difficulties, and feedback

Conducts or oversees business-specific projects by applying deep expertise in subject area; promoting adherence to all procedures and policies; developing work plans to meet business priorities and deadlines; determining and carrying out processes and methodologies; coordinating and delegating resources to accomplish organizational goals; partnering internally and externally to make effective business decisions; solving complex problems; escalating issues or risks as appropriate; monitoring progress and results; recognizing and capitalizing on improvement opportunities; and evaluating recommendations made by others

Evaluates the business environment by leading financial assessments (e.g., Situational, Strengths/Weaknesses/Opportunities/Threats, Opportunity-Based Strategic Planning, system value chain analysis); and interpreting and communicating information in reports summarizing business, financial, or economic data

Leads internal audit process, reviews audit results, and engages with auditors to resolve material weaknesses, implement changes to internal controls and proactively assess high risk areas

Creates budgets and/or forecasts in accordance with business strategic initiatives by interpreting and communicating budgeting trends; communicating results of budget and complex forecasting; participating in the development of department/regional budgets; and making recommendations

Advises region/business unit leaders on strategic fiscal matters by developing and designing regular and special reports for both financial and statistical matters in order to facilitate financial management throughout the organization; leading regular meetings with leadership to review financial results for their areas; and acting as an internal consultant to Kaiser Senior Management team on reading and interpreting financial results, analyzing variances, and improving performance

Conducts complex financial modeling by developing best-practice and complex models; analyzing and optimizing risk alternatives; developing what-if scenarios and forecasts using in-house models or software; and making recommendations

Evaluates the business vision, objectives, and strategic initiatives by performing financial analysis to evaluate financial impact of strategies and initiatives

Completes costing activities by identifying cost avoidance and cost recovery opportunities and applying solutions

Evaluates performance/operations/financial state by using and recommending improvements; developing and implementing new templates (e.g., cash flow, RFA process, weekly unit case report) and computer applications; leading the completion of financial analyses (e.g., operating cash flow analyses, benchmarking, pro forma P&L, line item walk forwards, volume building blocks, NPV, IRR, Discounted Cash Flow, statistical analyses, economic analyses); evaluating results; and leading the completion of variance analysis (e.g., volume, P&L line item, cost of goods, rate)

Reports region/business unit financial information by reviewing evaluation of financial trends, data analysis reports, and forecasts of income and expense; suggesting changes to Leadership based on assets, liabilities, revenues, and expenses; and reviewing the 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 field operations by analyzing and interpreting their operational/financial performance; and recommending areas of improvement

Leads Financial Statement Analysis of business partners (e.g., suppliers, customers, co-packers, acquisition targets) by reviewing information reported from software systems (Internet, Bloomberg, and D&B), annual reports, and/or interviews; communicating the financial status (viability) of business partners; and evaluating risk implications

Improves financial performance by analyzing and interpreting financial trends; partnering with business leaders to identify actions that address performance issues; and implementing enhancements to operational issues in order to improve performance

Informs strategic financial planning by interpreting and making recommendations based on financial, utilization, and benchmark data

Drives strategic financial planning by preparing and analyzing recommendations for financial plans, acquisition activity, financial requirements, and operating forecasts; and interpreting financial concepts for financial planning and control

Qualification

Financial modelingBudgetingFinancial analysisInternal auditCosting activitiesData analysisStrategic planningCommunicationProblem-solvingMentoring

Required

Conducting complex financial assessment and modeling efforts

Leading internal audit processes

Creating budgets and forecasts

Completing costing activities

Developing reports on region/business unit performance

Practices self-leadership and promotes learning in others by building relationships with cross-functional stakeholders

Communicating information and providing advice to drive projects forward

Influencing team members within assigned unit

Listening and responding to, seeking, and addressing performance feedback

Adapting to competing demands and new responsibilities

Providing feedback to others, including upward feedback to leadership and mentoring junior team members

Creating and executing plans to capitalize on strengths and develop weaknesses

Adapting to and learning from change, difficulties, and feedback

Conducting or overseeing business-specific projects by applying deep expertise in subject area

Promoting adherence to all procedures and policies

Developing work plans to meet business priorities and deadlines

Determining and carrying out processes and methodologies

Coordinating and delegating resources to accomplish organizational goals

Partnering internally and externally to make effective business decisions

Solving complex problems

Escalating issues or risks as appropriate

Monitoring progress and results

Recognizing and capitalizing on improvement opportunities

Evaluating recommendations made by others

Leading financial assessments (e.g., Situational, Strengths/Weaknesses/Opportunities/Threats, Opportunity-Based Strategic Planning, system value chain analysis)

Interpreting and communicating information in reports summarizing business, financial, or economic data

Leading internal audit process, reviewing audit results, and engaging with auditors to resolve material weaknesses

Implementing changes to internal controls and proactively assessing high risk areas

Creating budgets and/or forecasts in accordance with business strategic initiatives

Interpreting and communicating budgeting trends

Communicating results of budget and complex forecasting

Participating in the development of department/regional budgets

Making recommendations

Advising region/business unit leaders on strategic fiscal matters

Developing and designing regular and special reports for both financial and statistical matters

Facilitating financial management throughout the organization

Leading regular meetings with leadership to review financial results for their areas

Acting as an internal consultant to Kaiser Senior Management team on reading and interpreting financial results

Analyzing variances and improving performance

Conducting complex financial modeling by developing best-practice and complex models

Analyzing and optimizing risk alternatives

Developing what-if scenarios and forecasts using in-house models or software

Making recommendations

Evaluating the business vision, objectives, and strategic initiatives by performing financial analysis

Completing costing activities by identifying cost avoidance and cost recovery opportunities

Applying solutions

Evaluating performance/operations/financial state by using and recommending improvements

Developing and implementing new templates (e.g., cash flow, RFA process, weekly unit case report) and computer applications

Leading the completion of financial analyses (e.g., operating cash flow analyses, benchmarking, pro forma P&L, line item walk forwards, volume building blocks, NPV, IRR, Discounted Cash Flow, statistical analyses, economic analyses)

Evaluating results

Leading the completion of variance analysis (e.g., volume, P&L line item, cost of goods, rate)

Reporting region/business unit financial information by reviewing evaluation of financial trends, data analysis reports, and forecasts of income and expense

Suggesting changes to Leadership based on assets, liabilities, revenues, and expenses

Reviewing the 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)

Supporting field operations by analyzing and interpreting their operational/financial performance

Recommending areas of improvement

Leading Financial Statement Analysis of business partners (e.g., suppliers, customers, co-packers, acquisition targets)

Reviewing information reported from software systems (Internet, Bloomberg, and D&B), annual reports, and/or interviews

Communicating the financial status (viability) of business partners

Evaluating risk implications

Improving financial performance by analyzing and interpreting financial trends

Partnering with business leaders to identify actions that address performance issues

Implementing enhancements to operational issues in order to improve performance

Informing strategic financial planning by interpreting and making recommendations based on financial, utilization, and benchmark data

Driving strategic financial planning by preparing and analyzing recommendations for financial plans, acquisition activity, financial requirements, and operating forecasts

Interpreting financial concepts for financial planning and control