Finance & Data Analyst

Are you a self-motivated, hands-on individual looking to do something passionate and meaningful with your career? Join us as we open a world of possibilities.  

Our Finance Team is currently seeking a Finance & Data Analyst to join our dynamic and growing team! 

• Position starts at $105,000-$115,000 annually based on experience 
• Growth & development opportunities
• Dreams Come True program – fully funded college
• PTO, health, dental, 401k

About Us

The Center for Social Dynamics (CSD) is an organization providing services to those with developmental delays, including autism. Our mission is to open a world of possibilities for individuals with Autism and other developmental needs through science, compassion, and humility.

We are grounded in our values of Transparency, Respect, Understanding, & Excellence (TRUE), which guide our efforts as a respected & growing employer and industry leader. Our people and programs deliver personalized, professional, evidence-based behavioral and developmental services to each participant, and peace of mind to caregivers that their loved ones are in the right hands.

About the Opportunity

The Financial and Data Analyst will serve as a trusted and valuable addition to the Finance department. They will use their expertise to assist multiple departments in the organization to process and analyze complex operational, clinical and financial data sets. 

Duties & Responsibilities

• Utilize data analytics to uncover critical business insights and findings.
• Develop data models and reporting tools to meet financial targets.
• Utilize Microsoft Power BI to design dashboards and reports for critical business metrics.
• Track and analyze margin performance in collaboration with the finance and operations teams.
• Gather and analyze data for standard and ad-hoc reports on company and line-of-business performance.
• Analyzing and interpreting financial data related to healthcare business.
• Providing insights to guide decision-making, developing strategies for cost reduction and revenue growth, monitoring spending, and measuring financial performance against established plans, all with the goal of optimizing the financial health of the business. 
• Gathering, cleaning, and analyzing financial data from various sources like practice management system, operational costs, and reimbursement rates to identify trends and patterns. 
• Creating and maintaining financial models to forecast future revenue, expenses, and profitability, including scenario analysis for strategic planning. 
• Preparing regular financial reports and presentations summarizing key metrics like revenue cycle performance, cost per patient, and profitability by service line. 
• Assisting in the development and monitoring of annual operating budgets, identifying potential variances and proposing corrective actions. 
• Working closely with other departments like operations, clinical leadership, and billing to understand their needs and integrate financial considerations into decision-making. 
• Additional job duties as assigned

CSD is a proud equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Pursuant to applicable State and local laws, including but not limited to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

About Our TRUE Values

Transparency in the work that we do and the actions we take to achieve our mission. There are no hidden agendas or motives at Center for Social Dynamics. Each family’s unique cultures, values, and generational dynamics.

Respect for all and the value that everyone brings towards accomplishing our mission. No one at CSD is worth more or less, and together we are greater than the sum of our parts.

Understanding through tolerance, cooperation, and empathy in the pursuit of our mission. We never lose sight of who we are, the people we serve, and our purpose and meaning.

Excellence in our drive, passion, and commitment to our mission. CSD will always do what it takes to deliver the best, leave no one behind, and champion our cause.

About You

Experience & Qualifications

• Bachelor’s degree in Business Administration, Finance, Computer Science, Information Systems, or related field (or equivalent experience)
• Strong analytical skills and proficiency in data analysis tools,
• Strong written and verbal communication skills including the ability to communicate results of data analysis to a variety of stakeholders.
• Expertise in financial modeling and spreadsheet applications - Microsoft Excel, Word, PowerPoint, and Access, Power BI. 
• Knowledge of accounting principles and financial statement analysis
• Excellent communication and presentation skills to convey complex financial information effectively. 
• Acute attention to detail and strong analytical and critical thinking skills.
• Motivation to achieve individual and team goals, must be able to work independently and in a team environment.
• Ability to learn and apply industry-specific concepts.
• Minimum of 4 years of experience in healthcare or related field preferred.
• Experience with CentralReach ABA Software and NetSuite, a plus.

Physical requirements may include but is not limited to: 

• Constant visual stimulation, including close vision, distance vision, reading, computer work.? 
• Constant sitting; frequent up and down out of chair.? 
• Constant use of telephone, speaking, listening? 
• Constant document handling, use of copier and fax machine, filing.? 
• Frequent typing, use of computer? 
• Occasional walking around building?? 
• Occasional bending, reaching, stooping, pulling.? 
• Occasional lifting, carrying, moving of items up to 20 pounds.? 
• Occasional walking to, bending to enter, sitting and using upper and lower limbs to drive car.