Financial Analyst - Redwood Coast PACE

Humboldt Senior Resource Center is looking for a full-time financial analyst to join the team. The schedule for this position is Monday through Friday with flexibility between 7 am and 6 pm (8 hours/day). 

JOB SUMMARY:

The Financial Analyst supports the financial operations, reporting, and analytical needs of the Redwood Coast PACE program. Under the direction of the Director of Finance, this role assists with financial reporting, budgeting, forecasting, operational analysis, regulatory reporting, and other financial planning activities.

The Financial Analyst works collaboratively with leadership, operational teams, third-party vendors, and regulatory partners to provide accurate financial information, helpful analysis, and support for effective financial management of the PACE program.

ESSENTIAL DUTIES AND RESPONSIBILITIES: 

1. Prepare and analyze financial, operational, and utilization reports for executive leadership and program management.
2. Assist with financial planning activities including budgeting, forecasting, trend analysis, and long-range financial modeling.
3. Conduct financial and operational analysis related to PACE program initiatives, reimbursement, and performance improvement opportunities.
4. Coordinate and assist with CMS, DHCS, and HPMS reporting requirements, including Part D reconciliations and DIR reporting.
5. Assist with the annual Milliman Part D Bid process and DHCS annual rate development submissions.
6. Prepare quarterly financial reports, forecasts, and other required regulatory filings.
7. Support management of pharmacy benefit manager financial operations including invoice review, payment processing, coding, and reconciliation activities.
8. Prepare and distribute monthly benchmarking and KPI reporting to leadership and operational teams.
9. Participate in industry and regulatory meetings with organizations such as CalPACE and National PACE Association and provide summaries and recommendations to leadership.
10. Support annual audits and program-specific financial reviews conducted by internal and external auditors.
11. Additional duties may be assigned, as needed, that align with the responsibilities of the position and support the vision, mission, and values of the organization.

EDUCATION &/or EXPERIENCE:

1. Bachelor’s degree in Finance, Accounting, Business Administration, Healthcare Administration, or related field. Equivalent combination of education and relevant experience may be considered.
2. Two years of progressively responsible experience in financial analysis, accounting, budgeting, healthcare finance, reimbursement, or a related field.
3. Intermediate to advanced Microsoft Excel skills, including data analysis and reporting functions.

PRE-SCREENING REQUIREMENTS:

1. Requires clearance of a DOJ and FBI criminal history background check.

JOB SKILLS/KNOWLEDGE:

1. Demonstrates sound judgment and problem-solving skills when evaluating financial and operational information and identifying appropriate solutions.
2. Ability to analyze and interpret financial, operational, and utilization data and communicate meaningful findings to support organizational goals and decision-making.
3. Ability to organize, prioritize, and meet multiple reporting, accounting, and regulatory deadlines.
4. Knowledge of accounting principles, budgeting, forecasting, and financial reporting, with the ability to prepare and analyze a variety of financial and operational reports.
5. Ability to review, analyze, and prepare financial information accurately and identify trends, variances, and areas requiring additional attention.
6. Experience developing, tracking, and reporting Key Performance Indicators (KPIs) and other performance measures.
7. Proficiency with Microsoft Office applications, accounting and financial software, and web-based applications, with the ability to learn new systems as needed.
8. Strong verbal and written communication skills, with the ability to present financial and operational information clearly and professionally to staff, leadership, external partners, and other stakeholders.
9. Ability to work effectively as part of a multidisciplinary team, demonstrate active listening, receive direction, and maintain a cooperative and supportive approach.
10. Maintains confidentiality, reliability, and professional and ethical standards, including consistent attendance and timely completion of assigned responsibilities.
11. Maintains participant privacy and organizational confidentiality in accordance with HIPAA and organizational policies and procedures.
12. Ability to remain organized and effective when priorities shift, deadlines change, and unexpected issues arise.
13. Ability to work independently while seeking guidance when appropriate, accept supervision and feedback, follow established processes, and continuously develop knowledge and skills.

PHYSICAL REQUIREMENTS:

This position is primarily sedentary and performed in a standard office or remote work environment. The role requires prolonged periods of sitting, working at a computer, and frequent use of hands and fingers for typing, data entry, and operating standard office equipment such as a computer, calculator, and telephone. The incumbent must be able to read and interpret detailed information on computer screens and in printed materials, and communicate effectively both verbally and in writing. Occasional standing, walking, bending, and reaching may be required. The ability to lift and carry up to 10 pounds (e.g., files, reports, or office supplies) may be necessary on an infrequent basis. 

The above statements are intended to describe the general nature of work performed.  They are not to be considered an exhaustive list of all job tasks performed.  The agency reserves the right to change job descriptions, work hours or work sites as required by the program.

The Humboldt Senior Resource Center is a private, non-profit, multi-purpose senior center providing a continuum of social and health related services. The agency currently holds contracts with the California Department of Aging and Area 1 Agency on Aging.

The Humboldt Senior Resource Center is an equal opportunity employer.  We will not unlawfully discriminate against qualified applicants or employees with respect to any terms or conditions of employment based on race, color, national origin, ancestry, sex, sexual orientation, age, religion, physical or mental disability, medical condition, pregnancy, breastfeeding, gender identity, marital status, citizenship status, military or veteran status, genetic information, or other basis protected by applicable federal or state law.