Financial Analyst I, Budgeting

CalOptima Health is hiring a Financial Analyst I, Budgeting to support the preparation and ongoing maintenance of its administrative, medical, and capital budgets. The role gathers and analyzes financial data, prepares reports, monitors capital expenditures, and assists departments with budget-related inquiries and compliance.

What you'll do:

• 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
• 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
• Completes other projects and duties as assigned

What they're looking for:

• Strong analytical and problem-solving skills
• Excellent attention to detail and the ability to work independently and as part of the team
• 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
• Develop rapport and establish and maintain effective working relationships with CalOptima 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
• 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 external collaboration
• Motivate and lead multi-program teams and external committees/coalitions
• Utilize computer and appropriate software (e.g., Microsoft Office: Word, Outlook, Excel, PowerPoint) and job specific applications/systems to produce correspondence, charts, spreadsheets, and/or other information applicable to the position assignment
• Experience in budgeting, forecasting and financial modeling

Benefits:

• Approved for Partial Telework in California only; if working partial telework, required to work at the Main Office in Orange, CA, at least two days per week.
• A comprehensive benefits package
• CalPERS pension program and additional retirement packages
• A generous PTO program
• A quality work life balance
• Various wellness programs
• Tuition reimbursement
• Professional development opportunities
• Career development opportunities
• Flexible scheduling