CareOregon
Financial Planning and Analysis Supervisor
CareOregon, Seaside, Oregon, United States, 97138
Career Opportunities: Financial Planning and Analysis Supervisor (24606)
Requisition ID
24606
- Posted
10/03/2024
-
CareOregon
-
Full Time - Permanent
-
Portland
-
Multi Location (18)
Candidates hired for remote positions must reside in Oregon, Washington, Utah, Idaho, Arizona, Nevada, Texas, Montana, or Wisconsin.
Job SummaryThis position is responsible for supervising the operating and capital budgeting process for CareOregon, its subsidiaries and any entities contracting for budgeting services. Core work also includes participating in the development of financial forecasts and the preparation of financial projections for new strategic ventures. This position reviews variances from budget and works collaboratively with financial analysts, the FPA manager, operating managers and directors to minimize future variances.
Essential Responsibilities
Supervise the budgeting process, working closely with financial analysts, FPA manager, directors and department managers in communicating and supervising the process.
Participate in developing and revising appropriate budgets.
Participate in preparing the budget package for presentation to the Finance Committee and Board.
Participate in developing and maintaining financial models to support the budgeting and forecasting process.
Ensure budgets are constructed using the organization's financial reporting software (Axiom).
Identify and implement ways to improve efficiency and effectiveness of the financial reporting software, especially regarding forecasting, budgeting, variance reporting and security administration.
Participate in analyzing and documenting variances from the medical, administrative and capital budgets.
Participate in preparation and update of financial forecasts at least quarterly; more frequent updates may be required.
Participate in developing and maintaining FTE tracking models to support the organization's staffing requirements.
Support the organization's productivity improvement efforts and cost savings initiatives.
Supervise the development of financial benchmarks and tracking tools to monitor actual performance to the benchmarks.
Provide budget and general financial training to analytical staff in support of achieving the organization's financial goals.
Provide general finance support to each of the RAE's and individual business units as required.
Assist with developing financial projections for new ventures and business development opportunities.
Provide financial planning support to management.
Experience and/or EducationRequired
Minimum 4 years directly related experience, including financial modeling, planning, and budgeting.
2 years of experience working in the healthcare industry.
3 years of experience using financial planning or budgeting software.
Preferred
Minimum 1 year experience in a supervisory or lead position or completion of CareOregon's Aspiring Leaders Program; lead roles preferably include regular assistance to a manager or supervisor in staff hiring, coaching, performance evaluation, and other supervisory tasks.
Experience in health insurance, including Medicaid and/or Medicare.
Bachelor's degree in Business, Finance, Accounting or related field.
Knowledge, Skills and Abilities Required
Knowledge of medical costs and trends.
Knowledge of the Medicaid and Medicare business.
Familiarity with Generally Accepted Accounting Principles (GAAP) concepts.
Knowledge of Axiom and/or other financial planning software tools.
Strong financial planning and budgeting skills.
Supervisory skills, including the ability to effectively oversee and coach staff.
Advanced spreadsheet and data analysis skills.
Excellent written and verbal communication skills.
Strong critical thinking skills.
Ability to manage multiple tasks and complete work accurately by agreed upon deadlines.
Ability to communicate project status and issues to management in a timely manner.
Ability to work effectively with diverse individuals and groups.
Working ConditionsWork Environment(s): Indoor/Office, Community, Facilities/Security, Outdoor Exposure.
Member/Patient Facing: No.
Hazards: May include, but not limited to, physical and ergonomic hazards.
Equipment: General office equipment.
Travel: May include occasional required or optional travel outside of the workplace; the employee's personal vehicle, local transit or other means of transportation may be used.
Work Location: Work from home.
Candidates of color are strongly encouraged to apply. CareOregon is committed to building a linguistically and culturally diverse and inclusive work environment.
Veterans are strongly encouraged to apply.
We are an equal opportunity employer. CareOregon considers all candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, disability, or veteran status.
Visa sponsorship is not available at this time.
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Requisition ID
24606
- Posted
10/03/2024
-
CareOregon
-
Full Time - Permanent
-
Portland
-
Multi Location (18)
Candidates hired for remote positions must reside in Oregon, Washington, Utah, Idaho, Arizona, Nevada, Texas, Montana, or Wisconsin.
Job SummaryThis position is responsible for supervising the operating and capital budgeting process for CareOregon, its subsidiaries and any entities contracting for budgeting services. Core work also includes participating in the development of financial forecasts and the preparation of financial projections for new strategic ventures. This position reviews variances from budget and works collaboratively with financial analysts, the FPA manager, operating managers and directors to minimize future variances.
Essential Responsibilities
Supervise the budgeting process, working closely with financial analysts, FPA manager, directors and department managers in communicating and supervising the process.
Participate in developing and revising appropriate budgets.
Participate in preparing the budget package for presentation to the Finance Committee and Board.
Participate in developing and maintaining financial models to support the budgeting and forecasting process.
Ensure budgets are constructed using the organization's financial reporting software (Axiom).
Identify and implement ways to improve efficiency and effectiveness of the financial reporting software, especially regarding forecasting, budgeting, variance reporting and security administration.
Participate in analyzing and documenting variances from the medical, administrative and capital budgets.
Participate in preparation and update of financial forecasts at least quarterly; more frequent updates may be required.
Participate in developing and maintaining FTE tracking models to support the organization's staffing requirements.
Support the organization's productivity improvement efforts and cost savings initiatives.
Supervise the development of financial benchmarks and tracking tools to monitor actual performance to the benchmarks.
Provide budget and general financial training to analytical staff in support of achieving the organization's financial goals.
Provide general finance support to each of the RAE's and individual business units as required.
Assist with developing financial projections for new ventures and business development opportunities.
Provide financial planning support to management.
Experience and/or EducationRequired
Minimum 4 years directly related experience, including financial modeling, planning, and budgeting.
2 years of experience working in the healthcare industry.
3 years of experience using financial planning or budgeting software.
Preferred
Minimum 1 year experience in a supervisory or lead position or completion of CareOregon's Aspiring Leaders Program; lead roles preferably include regular assistance to a manager or supervisor in staff hiring, coaching, performance evaluation, and other supervisory tasks.
Experience in health insurance, including Medicaid and/or Medicare.
Bachelor's degree in Business, Finance, Accounting or related field.
Knowledge, Skills and Abilities Required
Knowledge of medical costs and trends.
Knowledge of the Medicaid and Medicare business.
Familiarity with Generally Accepted Accounting Principles (GAAP) concepts.
Knowledge of Axiom and/or other financial planning software tools.
Strong financial planning and budgeting skills.
Supervisory skills, including the ability to effectively oversee and coach staff.
Advanced spreadsheet and data analysis skills.
Excellent written and verbal communication skills.
Strong critical thinking skills.
Ability to manage multiple tasks and complete work accurately by agreed upon deadlines.
Ability to communicate project status and issues to management in a timely manner.
Ability to work effectively with diverse individuals and groups.
Working ConditionsWork Environment(s): Indoor/Office, Community, Facilities/Security, Outdoor Exposure.
Member/Patient Facing: No.
Hazards: May include, but not limited to, physical and ergonomic hazards.
Equipment: General office equipment.
Travel: May include occasional required or optional travel outside of the workplace; the employee's personal vehicle, local transit or other means of transportation may be used.
Work Location: Work from home.
Candidates of color are strongly encouraged to apply. CareOregon is committed to building a linguistically and culturally diverse and inclusive work environment.
Veterans are strongly encouraged to apply.
We are an equal opportunity employer. CareOregon considers all candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, disability, or veteran status.
Visa sponsorship is not available at this time.
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