Senior Financial Analyst

Overview

The organization is seeking a Senior Financial Analyst to support financial planning, budgeting, forecasting, and financial reporting activities. This role serves as a trusted financial partner to operational and business leaders, providing actionable financial insights to support strategic planning, operational performance, and informed decision-making. The ideal candidate combines strong financial and analytical skills with a solid understanding of accounting principles and cost allocation methodologies.

Responsibilities

• Support the annual operating budget, quarterly forecasts, and long-range planning processes in partnership with business and operational leaders.
• Prepare monthly financial reporting packages, including detailed variance analysis against budget, forecast, and prior year.
• Build and maintain financial models to support business cases and scenario planning.
• Partner with Accounting on month-end close and reconciliation of financial results.
• Partner with department leaders to understand business needs, evaluate financial performance, and identify opportunities for operational improvement.
• Incorporate industry-specific metrics into reports to highlight relevant trends and support fact-based business decisions.
• Identify opportunities to streamline, standardize, and automate financial reporting and forecasting processes.
• Support ad hoc analysis and presentations for executive leadership and the Board.

Requirements

• Bachelor’s degree or higher in finance, mathematics, actuarial science, statistics, or economics from an accredited program.
• 3+ years of progressive experience in financial analysis, financial planning and analysis, or a related finance role.
• Experience in the healthcare industry, preferably within a health plan, managed care organization, or medical group.
• Experience with cost allocations, cost accounting, expense distribution methodologies, or departmental cost analysis.
• Demonstrated understanding of financial statements, budgeting, forecasting, and financial modeling.
• Experience analyzing financial performance, investigating variances, and communicating results to business leaders.
• Proven experience using databases, Word and Access, PowerPoint required.
• Expert in Microsoft Excel; rudimentary understanding of databases and different data architecture.

Preferred Qualifications

• 5+ years of progressive experience in financial analysis, financial planning and analysis, or a related finance role.
• Experience with business intelligence tools such as Workday Adaptive Planning.
• Experience supporting executive level financial reporting and presentations.

Compensation & Benefits

• $75,000 - $90,000/year
• Excellent medical, vision, and dental coverage
• 401k savings plan with a company match
• Flexible time off and 9 Paid Holidays

Final determination of a successful candidate’s starting pay will vary based on factors including education and experience within the job or the industry. Additional pay may be determined for candidates that exceed the specified qualifications and requirements. The anticipated pay range listed for this role is posted for transparency but may vary based on factors including the candidate’s qualifications, skills, and experience.

Location

California