Medical Finance Jobs

2 jobs found

5mo ago

Financial Planning & Analysis Analyst III, Medical Financial Operations

Kaiser Permanente San Bruno, CA

San Bruno, CA

5mo ago Closed

$94k - $121k/yr Full time Analysis Analyst Bloomberg

This position is no longer accepting applications (closed May 1, 2026).

Job Description

This role provides financial and operational planning support for a portfolio of medical center departments, delivering reporting, analysis, and business-case development while partnering with clinical leadership to advance operational performance within Kaiser Permanente’s integrated health care model.

Role overview

The Financial Planning & Analysis Analyst III supports a portfolio of medical center departments by delivering financial planning, reporting, and business-case development. The position collaborates with clinical leadership to inform strategic decisions and drive operational excellence within Kaiser Permanente’s integrated health care system.

Responsibilities

Develops proactive working relationships across teams by providing resources, information, and expertise to colleagues and stakeholders; actively seeks feedback, mentors teammates, pursues self-development, and communicates complex concepts clearly to influence decisions; remains flexible in the face of change.
Completes assignments independently using current subject-matter expertise to generate practical solutions; ensures policy and procedure adherence; collaborates cross-functionally to resolve business problems and escalates risks when appropriate; tracks priorities and communicates progress.
Assesses the business environment through financial analyses such as SWOT, scenario planning, and strategic analyses, and prepares reports summarizing financial and economic data.
Performs costing activities to identify opportunities for cost avoidance and cost recovery.
Supports improvements in financial performance by identifying trends, highlighting operational issues, partnering with business units to address performance gaps, and implementing corrective actions when needed.
Supports business modeling by developing best-practice models, analyzing risk alternatives, and creating what-if scenarios and forecasts using in-house tools.
Assists in reporting regional or business-unit financial information by evaluating trends, preparing analyses and forecasts of income and expenses, and reviewing assets, liabilities, revenues, and expenses using data from regional systems.
Evaluates the financial impact of strategic initiatives by researching and analyzing alignment with the business vision and objectives.
Creates budgets and forecasts under guidance by analyzing budgeting trends and coordinating with stakeholders to develop department and regional budgets.
Performs advanced financial analyses (cash flow, pro forma P&L, variance analysis, NPV, IRR, discounted cash flow, and other economic analyses) and evaluates performance using standard templates and tools.
Supports internal and external audits by assisting with audit schedules and reviewing results; analyzes field operations to assess financial performance.
Supports financial statement analysis of business partners by evaluating viability and risk implications using software and published reports.
Advises regional or business-unit leaders on strategic fiscal matters by preparing regular and ad hoc financial and statistical reports and coordinating reviews of financial results with leadership.
Provides input for strategic financial planning through utilization and benchmark analytics, and prepares recommendations for financial plans, acquisitions, and operating forecasts while applying financial planning concepts.

Requirements

Bachelor's degree in finance, business, or related field.
Minimum three (3) years of Financial Planning & Analysis experience or directly related business experience.
Equivalent work experience in a directly related field may substitute for the degree requirement.
One (1) year of finance experience working in a medical center or clinical setting.
One (1) year of experience consulting or working directly with clinical health care leadership.

Technologies

SAS
SQL
Bloomberg
D&B

Location

San Bruno, California (onsite). Primary location: 851 Traeger Ave, San Bruno, CA.

Compensation

Salary range: USD 93,500 to 120,890 per year.

Work details

Hours per week: 40
Shift: Day
Workdays: Monday through Friday
Working hours: 9:00 AM to 5:30 PM
Job schedule: Full-time
Job type: Standard
Employee status: Regular
Employee group / union: NUE-NCAL-09 | NUE | Non Union Employee
Job level: Individual Contributor
Travel: No

Department

Oakland Reg - 1950 Franklin - Medical Office Controllers - 0206

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5mo ago

PSR/Financial Counselor

La Familia Medical Center Santa Fe, NM

Santa Fe, NM

5mo ago Closed

Full time Bilingual Counselor Eligibility

This position is no longer accepting applications (closed Apr 18, 2026).

Job Description

Position Overview

La Familia Medical Center in Santa Fe, NM 87501 invites applications for a PSR/Financial Counselor. Under the direction of the Chief Administrative Officer, the PSR/Financial Counselor (FC) provides general education, outreach and in-person Medicaid enrollment and assists all patients through the healthcare system by acting as a patient advocate.

Essential Responsibilities

Fulfills the Federal and State contracts as required.
Provides general education about expanded Medicaid and enrolls patients when necessary.
Provides education about the New Mexico Health Insurance Exchange (the Exchange) and enrolls patients as needed.
Assists all patients through the healthcare system by acting as a patient advocate.
Reviews a patient’s account before scheduled appointments to ensure accuracy; notes missing information to be collected at check-in.
Verifies insurance eligibility upon appointments being made.
Supports efforts to comply with CMS requirements to provide Good Faith Estimate’s (GFE) to appropriate patients.
Counsels patients who are unable to pay for their visit and arranges a payment agreement plan suitable for the patient and organization.
Determines patients’ financial status and makes arrangements for financial assistance programs when the patient qualifies.
Obtains required information by interviewing applicants, family members and others, completes applications and confirms information for accuracy.
Determines eligibility by applying regulations and guidelines to information provided in application documents.
Verifies client’s continued eligibility by reviewing and verifying updated information in the client’s file.
Obtains approval of applications by submitting determinations for review and following up as required for finalization.
Educates program applicants/clients by explaining program requirements, options, interpretations and determinations, and follows up with the patient during the approval process.
Assists in maintaining appropriate patient records for continuity of care, treatment planning, and patient tracking.
Prepares and submits all required patient and activity reports accurately and in a timely manner.
Verifies and ensures all preliminary information has been received and that all accounts are ready for billing with adequate supporting documentation.
Contributes to team effort by following policies and procedures, participating in quality reviews, reporting needed changes, and achieving related results as needed.
Participates in data gathering for financial reporting.
Works closely with the Billing Department to ensure clean claim submissions.
Performs all essential duties and responsibilities of a PSR when needed.
Performs all essential duties and responsibilities of an Operator when needed.
Performs other duties as assigned.

Education, Experience and Skills/Training

High school diploma or equivalent required.
A minimum of two years of experience in medical/dental operations in the areas of patient reception, patient registration, patient cashiering, and patient referrals.
Must possess sufficient prior work experience in progressively more responsible positions during which the skills and abilities to perform all the essential functions have been demonstrated at a consistently competent level.
CPR Certification, required.
Fluent in both English and Spanish, required.

Leave Benefits

Three (3) weeks of annual leave.
Up to two (2) weeks of annual sick leave.
Eight (3) paid holidays.
Two (2) paid personal days.
Accruals and holidays are prorated for part-time employees.

Insurance Benefits

Medical
Dental
Vision coverage available for staff and eligible family members, including domestic partners
Paid term life insurance (flat $25,000)
Paid short term disability
Optional life
Critical care
Medical and dependent care expense accounts
Health savings account
403(b) retirement savings plan (eligible for company match after 12 months of employment)

Bargaining Unit Position

Union: Non-Union: X

La Familia offers opportunities for employment in the fields of medicine, nursing, dentistry, health education, and other support services. We are an equal opportunity employer.

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