Analyst Sr, Finance Systems

ITS Analyst Sr, Finance Systems Cal Optima Join Us in this Amazing Opportunity The Team You'll Join

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 ITS Analyst Sr, Finance Systems 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 ITS Analyst Sr (Finance Systems) will be responsible for configuring, maintaining, and optimizing Cal Optima Health's finance and related systems to support operations and ongoing process improvement. You will serve as the primary system administrator, overseeing configurations, user permissions, system testing, troubleshooting, and system enhancements. You will collaborate across the organization and with vendor partners to identify process gaps, address end user needs and improve workflow efficiency.

As a subject matter expert (SME), the incumbent will provide specialized knowledge to create solutions, translate business needs into system requirements, and maintain consistent practices throughout the finance system. Together, we are building a stronger, more equitable health system.

• 60% - Implementation, Process Improvement & System Maintenance
• 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.
• Serves as the primary administrator for finance systems, including configuration across all modules and management of user permissions.
• Partners with finance teams and business units to identify process gaps, end-user pain points, improvement opportunities and evolving business needs.
• Performs system configuration, solution testing and troubleshooting and implements enhancements across finance system modules.
• Works collaboratively with internal teams, vendor partners, and cross functional stakeholders to troubleshoot issues, conduct research, and elevate items to ensure timely resolution.
• Leads and supports user acceptance testing (UAT) to ensure system changes meet acceptance criteria and business requirements.
• Assists with system maintenance activities, including reviewing, testing and implementing finance system upgrades or patches.
• Assists with the development of reports in finance systems and Power BI platforms.
• Stays informed on product releases, patches, and industry best practices, proactively recommending opportunities to improve system performance and internal workflows, including end to end workflow design, documentation, and governance across finance processes.
• 35% - Documentation & Training
• Serves as a subject matter expert and shares expertise with team members through mentoring, training, enhancing team capabilities and maintaining consistency in configuration practices.
• Identifies and tracks system or related process issues for a proper audit trail.
• Maintains clear, accurate, up-to-date documentation of system configurations, workflows, and policies.
• Develops and maintains job aids, process documentation, and knowledge base articles to support user self-service.
• Acts as a bridge between Finance and technical teams, translates business needs into configuration requirements and explains technical constraints to non‑technical stakeholders.
• 5% - Other
• Completes other projects and duties as assigned.

• Bachelor's degree in information technology, business or a related field PLUS 5 years of experience in application configuration, software development or system support required; an equivalent combination of education and experience sufficient to successfully…