Financial Analyst, Consultant Oakland, CA, Posted Firs

The Corporate Services Finance team ensures financial stewardship of the Corporate Services administrative budget and serves as the trusted financial advisor to executive leadership. Our team is looking for a Financial Analyst, Consultant to steer financial performance toward Blue Shield goals.

This role is responsible for consolidated reporting, annual planning, monthly forecasting, and performance reporting. It also involves analyzing important strategic initiatives to enhance business outcomes, as well as overseeing the coordination and integration of cross-functional system requirements and deadlines.

Your Work

In this role, you will:

• Prepare, analyze, and deliver consolidated financial reports for review by Board of Directors and other executives
• Align system and financial reporting requirements to drive process efficiencies and a seamless team experience
• Partner cross-functionally to effectively steer financial performance through detailed planning and analysis
• Develop and present financial models, annual plans, and monthly results with updated outlooks to executive leadership
• Identify risks, opportunities, and solutions to meet financial goals
• Provide policy guidance and interpretation to ensure financial records are consistent and comply with company policies and GAAP
• Drive data-driven decision making by providing clear, concise, and accurate financial summaries and recommendations in support of achieving financial and operational targets
• Collect and evaluate data, develop, and maintain financial models, analyze results, and conduct scenario analyses to forecast
• Follow and audit processes and review internal controls to ensure financial transactions are accurate, timely and comply with accounting standards, principles, and company policy
• Support headcount management and Human Capital Planning

Your Knowledge and Experience

• Requires a bachelor's degree or equivalent experience
• Requires at least 7 years of prior Finance experience, primarily in Financial Planning & Analysis roles
• Success developing budgets and forecasts
• Analytical mindset, willingness to pressure test assumptions, creativity in problem solving, and sound business judgment
• Record building strong relationships and collaborating across multiple stakeholders including executives
• Ability to prioritize, manage ambiguity, and implement change
• Excellent organization and command of details
• Command of Finance and Accounting principles
• Demonstrated advanced proficiency with Microsoft Excel (Pivot Tables, VLookups), Word, Access, and Power Point

Hybrid

We are a hybrid business unit that works both remotely and in office. You must reside in California for this position. This role requires employees to be in-office based on our hybrid workplace model, balancing purposeful in-person collaboration with flexibility. For most teams, this means coming into the office two days each week.

About Blue Shield of California

As of January 2025, Blue Shield of California became a subsidiary of Ascendiun. Ascendiun is a nonprofit corporate entity that is the parent to a family of organizations including Blue Shield of California and its subsidiary, Blue Shield of California Promise Health Plan;
Altais, a clinical services company; and Stellarus, a company designed to scale healthcare solutions. Together, these organizations are referred to as the Ascendiun Family of Companies.

At Blue Shield of California, our mission is to create a healthcare system worthy of our family and friends and sustainably affordable. We are transforming health care in a way that genuinely serves our nonprofit mission by lowering costs, improving quality, and enhancing the member and physician experience.

To achieve our mission, we foster an environment where all employees can thrive and contribute fully to address the needs of the various communities we serve. We are committed to creating and maintaining a supportive workplace that upholds our values and advances our goals.

Blue Shield isa U.S. News Best Company to work for, a Deloitte U.S. Best Managed Company and a Top 100 Inspiring Workplace. We were recognized by Fair
360 as a Top Regional Company, and one…