Senior Financial Planning & Budget Analysis

The Senior Financial Planning & Budget Analyst will support Oakland-based financial planning, budgeting, and performance analysis across organizational and participant care cost drivers.

Responsibilities

• Build the annual operating and capital budget and produce quarterly forecasts using utilization, staffing, participant care costs, service-area assumptions, and strategic initiative inputs
• Coordinate budget development with department managers and leadership teams
• Assess budget submissions for accuracy, completeness, and alignment with organizational objectives
• Create, maintain, and refine budget and forecast models and planning tools
• Perform budget-to-actual and forecast-to-actual analysis across PACE center, service area, program, and operational unit; identify key drivers and recommend corrective actions or forecast adjustments
• Deliver detailed financial analyses, trend reporting, and management recommendations
• Support strategic planning and business cases using scenario modeling and long-range financial projections for growth, expansion, capital investments, reimbursement changes, and related initiatives
• Prepare and present financial reporting, dashboards, and budget summaries for leadership
• Track cost and utilization trends and monitor departmental spending to identify cost savings and operational efficiency opportunities
• Provide guidance and training on budget policies, procedures, and financial best practices
• Maintain documentation for budget assumptions and financial analysis work
• Support implementation and optimization of financial systems and reporting tools
• Recommend improvements to increase efficiency, accuracy, and transparency in budgeting and forecasting

Requirements

• Bachelor’s degree in finance, accounting, business administration, economics, public administration, or a closely related field (required)
• Master’s degree (MBA, MPA, or related field) preferred
• 7+ years of progressive experience in budgeting, FP&A, healthcare finance, reimbursement, or financial analytics
• 3 years of experience in healthcare, managed care, PACE, or Medicare Advantage and Medicaid preferred
• Strong knowledge of budgeting principles, financial analysis, and forecasting methodologies
• Advanced proficiency in Microsoft Excel, including financial modeling and data analysis
• Experience with ERP systems and budgeting software; Power BI, SQL, and data warehouses or similar reporting tools
• Experience with Adaptive WorkDay Adaptive Planning preferred
• Excellent analytical, organizational, and problem-solving skills
• Strong written and verbal communication skills

Location & Employment Details

• Oakland, CA (onsite)
• Full-time position
• Salary range: USD 104,332 - 159,629 per year
• Reports to: Manager of Decision Support

Technologies

• Microsoft Excel
• ERP systems
• Power BI
• SQL
• Adaptive WorkDay Adaptive Planning