Financial Operations Analyst

About Us

Homebridge believes that quality care comes from skilled and supported caregivers. As California’s largest employer-trainer of caregivers and the State’s largest IHSS agency provider, Homebridge operates multiple programs that benefit caregivers and their clients across the State.

In San Francisco, Homebridge provides nearly 1/2 million hours of in-home care to more than 1,000 complexly-diagnosed IHSS MediCAL beneficiaries each year, with a staff of more than 300 caregivers. The agency is also the major provider of training courseware to IHSS Career Pathways, a statewide program for government-funded in-home caregivers.

We are passionate about creating impact in the lives of those we serve.

Position Summary

The Financial Operations Analyst is responsible for analyzing financial data, ensuring accurate reporting, supporting compliance and legal functions as well a liaison with the Board of Directors. This role involves working closely with finance, and all other organizational teams to enhance financial performance, support budget planning, and provide insights that guide strategic decision-making, and ensuring corporate and regulatory compliance. The analyst will also play a key role in identifying process improvements and driving automation in financial planning and analysis operations.

Essential Job Functions

Financial Data Analysis:

• Collect, analyze, and interpret financial data to identify trends, variances, and performance metrics.
• Conduct ad-hoc financial analyses to support management decisions.
• Generate insights from financial data to improve operational efficiency and financial performance.

Financial Reporting:

• Prepare and maintain accurate financial reports, dashboards, and presentations for stakeholders.
• Ensure timely and accurate reporting of monthly, quarterly, and annual financial results.
• Assist in developing and refining financial reporting processes to improve accuracy and timeliness.

Budgeting and Forecasting:

• Assist in the preparation of annual budgets, forecasts, and long-term financial projections.
• Monitor budget-to-actual performance and analyze variances to provide insights and recommendations.
• Collaborate with department heads to understand financial needs and support budget planning.
• Process Improvement and Automation:
  • Identify and implement opportunities for process improvement in FP&A operations.
  • Work with IT and finance teams to drive automation efforts in data collection, reporting, and reconciliation.
  • Enhance operational workflows to streamline financial reporting and analysis functions.

Cost Analysis and Control:

• Monitor operational expenses, identify cost drivers, and suggest cost-saving opportunities.
• Provide insights and recommendations on cost management to improve profitability.
• Analyze vendor contracts, purchase orders, and operational expenses to ensure efficient spending.

Compliance and Risk Management:

• Ensure compliance with relevant external regulations and internal policies across the agency.
• Support internal audits and work with external auditors as needed.
• Assist in maintaining a strong control environment to minimize financial risks.
• Cross-Functional Collaboration:
  • Collaborate with finance and other departments to ensure alignment on financial goals.
  • Serve as a point of contact for departments needing financial insights or support on forecast and reporting.
  • Provide financial training and guidance to team members to promote financial literacy.

Liaison to the Board of Directors:

• Maintain Board Calendar
• Support the preparations for meeting, including but not limited to gathering, organizing and disseminating materials.
• Other Board support work as assigned.

Knowledge, Skills, and Abilities

• 2+ years of experience in financial analysis, operations, accounting, or related quantitative based field.
• Strong background in data analysis and reporting.
• Proficiency in financial modeling, data analysis tools (e.g., Excel, SQL), and accounting software.
• Experience with ERP systems (e.g., SAP, Oracle) and business intelligence tools (e.g., Power BI).
• Expert level user in Microsoft Office, specifically excel
• Excellent analytical and problem-solving skills.
• Strong communication and collaboration skills.

Education and Experience

Bachelor’s degree in finance, Accounting, Business Administration, Economics, or quantitative based related field preferred.

Work Environment

This position is hybrid-remote, including at least 1-3 times in-office work per week. This position is primarily sedentary, working at a desk in a temperature-controlled office, in modular office space or an individual office. The noise level in the work environment is usually moderate.  

Physical Demands

The physical demands described here are representative of those that must be met by employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of the job, the employee is regularly required to talk or hear. The employee is frequently required to sit for extended periods of time at a desk or computer workstation. The employee is frequently required to stand, walk, sit, use hands to finger, handle, or feel and reach with hands and arms. The employee is occasionally required to climb or balance and stoop, kneel or crouch. The employee may occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, color vision and ability to adjust focus.