Financial Analyst , Budgeting

We are a mission driven community-based organization that serves member health with excellence and dignity, respecting the value and needs of each person. If you are ready to advance your career while making a difference, we encourage you to review and apply today and help us build healthier communities for all.

We are hoping you will join us as a Financial Analyst I, Budgeting and help shape the future of healthcare where you’ll be an integral part of our Budget
team, helping to strive for excellence while we serve our member health with dignity, respecting the value and needs of each of our members through collaboration with our providers, community partners and local stakeholders. This position has been approved to be Partial Telework
.

• If telework is approved, you are required to work within the State of California only and if Partial Telework, also come in to the Main Office in Orange, CA, at least two (2) days per week minimum.

The Financial Analyst I (Budgeting) will be responsible for supporting the Budget department’s annual preparation and ongoing maintenance of Cal Optima Health’s administrative, medical and capital budgets. You will possess strong analytical and problem-solving skills, have excellent attention to detail and the ability to work independently and as part of the team. Together, we are building a stronger, more equitable health system.

• 80% - Program Support
  • Supports the preparation and development of annual operating and capital budgets by collaborating with department business owners.
  • Assists with department inquiries on budget related issues and conducts research to provide recommendations.
  • Gathers, analyzes and reconciles financial data from various sources, including financial statements.
  • Prepares and maintains monthly and quarterly financial reports using financial reporting and accounting software.
  • Maintains capital project reconciliation report and monitors capital expenditures.
  • Reviews purchase requisitions and travel and training requests to ensure compliance with Board approved budget and policies.
• 15% - Administrative Support
  • Participates in a mission-driven culture of high-quality performance, with a member focus on customer service, consistency, dignity and accountability.
  • Assists the team in carrying out department responsibilities and collaborates with others to support short- and long-term goals/priorities for the department.
  • Assists with the development and implementation of financial policies and procedures.
• 5% - Other
  • Completes other projects and duties as assigned.

• Bachelor's degree in business administration, finance, accounting or related field required; an equivalent combination of education and experience sufficient to successfully perform the essential duties of the position such as those listed above may also be qualifying.

• Experience in budgeting, forecasting and financial modeling.

• N/A

• Develop rapport and establish and maintain effective working relationships with Cal Optima Health's leadership and staff and external contacts at all levels and with diverse backgrounds.
• Work independently and exercise sound judgment.
• Communicate clearly and concisely, both orally and in writing.
• Work a flexible schedule; available to participate in evening and weekend events.
• Organize, be analytical, problem-solve and possess project management skills.
• Work in a fast-paced environment and in an efficient manner.
• Manage multiple projects and identify opportunities for internal and…