Career Opportunities: Financial Planning and Analysis Supervisor (24606)

Candidates hired for remote positions must reside in Oregon, Washington, Utah, Idaho, Arizona, Nevada, Texas, Montana, or Wisconsin.

Job Summary

This 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.

• Support the organization’s participation in the state’s Medicaid rate setting process.
• Support development of the administrative portion of the Medicare bid.
• Prepare or supervise the creation of financial, budget and other analytic reports for internal management, board oversight and regulatory agencies, as needed.
• Perform other duties and special projects as needed.

Employee Supervision

• Supervise team and recommend team direction and goals in alignment with the organizational mission, vision, and values.
• Identify work and staffing needs to meet work expectations; recruit and hire, using an equity, diversity, and inclusion lens.
• Plan, organize, schedule, and monitor work; ensure employees have information and resources to meet job expectations.
• Lead the development, communication, and oversight of team and individual goals; ensure goals, expectations, and standards are clearly understood by staff.
• Train, supervise, motivate, and coach employees; provide support toward employee development.
• Incorporate guidance from CareOregon equity tools into people leadership, planning, operations, evaluation, and decision making.
• Ensure team adheres to department and organizational standards, policies, and procedures.
• Evaluate employee performance and provide regular feedback to support success; recognize strong performance and address performance gaps and accountability (corrective action). 
• Perform supervisory tasks in collaboration with Human Resources as needed.

Organizational Responsibilities

• Perform work in alignment with the organization’s mission, vision and values.
• Support the organization’s commitment to equity, diversity and inclusion by fostering a culture of open mindedness, cultural awareness, compassion and respect for all individuals.
• Strive to meet annual business goals in support of the organization’s strategic goals.
• Adhere to the organization’s policies, procedures and other relevant compliance needs.
• Perform other duties as needed.

Experience and/or Education

Required

• Minimum 4 years directly related experience, including financial modeling, planning, and budgeting
• Experience working in the healthcare industry

Preferred

• Minimum 1 year experience in a supervisory, lead position or completion of CareOregon’s Aspiring Leaders Program; lead roles should include regular assistance to a manager or supervisor in staff hiring, coaching, performance evaluation, and other supervisory tasks
• Minimum 2 years supervisory experience
• Experience in health insurance, including Medicaid and/or Medicare
• Experience using financial planning or budgeting software
• Bachelor’s degree in Business, Finance, Accounting or related field

Knowledge, Skills and Abilities Required

Knowledge

• 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

Skills and Abilities

• Strong financial planning and budgeting skills

• Supervisory skills, including the ability to effectively oversee and coach staff
• Advanced spreadsheet and data analysis skills
• Intermediate word processing skills
• Excellent written and verbal communication skills
• Strong critical thinking skills
• Ability to manage multiple tasks
• Ability to complete work accurately by agreed upon deadlines
• Ability to problem solve, analyze and provide written documentation of analysis
• Ability to communicate project status and issues to management in timely manner
• Ability to work in an environment with diverse individuals and groups

• Ability to work effectively with diverse individuals and groups

• Ability to learn, focus, understand, and evaluate information and determine appropriate actions
• Ability to accept direction and feedback, as well as tolerate and manage stress
• Ability to see, read, and perform repetitive finger and wrist movement for at least 6 hours/day
• Ability to hear and speak clearly for at least 3-6 hours/day

Working Conditions

Work Environment(s): ☒ Indoor/Office     ☐ Community        ☐ Facilities/Security      ☐ Outdoor Exposure

Member/Patient Facing:    ☒ No                         ☐ Telephonic         ☐ In Person

         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.

#MULTI

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.