Job Summary

Support Financial Planning and Analysis (FP&A) activities of dynamic, fast-growing, and industry-disruptive Medicare Advantage Organization. The Financial Analyst will be a key member in building a scalable and compliant FP&A infrastructure to support future company growth. In this multi-faceted finance role, the incumbent will have primary responsibilities of decision-support analysis, budgeting, and capital expenditure return-on-investment (ROI) modeling, month-end close support, and budget-to-actual variance analysis while also assisting in federal Centers for Medicaid and Medicare (CMS) compliance filings. Other ad hoc responsibilities will be assigned on a case-by-case basis. As the organization grows, there is opportunity for incumbent to be promoted to Senior Financial Analyst. Position will report to the Director of FP&A.

Functions & Job Responsibilities

• Administer, interpret and maintain current working knowledge of the required Clever Care Health Plan's systems, procedures, forms, reports and manuals
• Produce monthly budget-to-actual variance analysis updating leadership on financial drivers
• Proactively partner with departments to meet financial performance goals
• Function as primary owner of operating expense budget model: load/process budget updates, produce detail and summary reports, maintain overall integrity of model
• Create and maintain FP&A policy and produce documents
• The position requires a full-time work schedule; full-time is defined as working at least 40 hours per week, plus any additional hours as requested or as needed to meet business requirements
• Perform other duties as assigned

#LI-Onsite

Required Qualifications

• Bachelor's Degree in Business/Finance, Economics, Accounting, or related fields
• 1 to 3 years experience in corporate financial planning setting
• Ability to communicate (both written and verbal) effectively with all levels of associates and vendors
• Intermediate to advanced level of proficiency in Microsoft Excel
• Analytical knowledge necessary to generate reports based on available data
• Intermediate proficiency in other Microsoft Word and PowerPoint programs
• Ability to work in a collaborative cross-functional capacity within FP&A

Physical & Working Environment.

Physical requirements needed to perform the essential functions of the job, with or without reasonable accommodation:

• Ability to operate a keyboard, mouse, phone and perform repetitive motion (keyboard); writing (note-taking)
• Ability to sit for long periods; stand, sit, reach, bend, lift up to fifteen (15) lbs.
• Ability to express or exchange ideas to impart information to the public and to convey detailed instructions to staff accurately and quickly.

Work is performed in an office environment and/or remotely. The job involves frequent contact with staff and public. May occasionally be required to work irregular hours based on the needs of the business.

Clever Care Health Plan is proud to be an Equal Employment Opportunity and Affirmative Action workplace. Individuals seeking employment will receive consideration for employment without regard to race, color, national origin, religion, age, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender perception or identity, age, marital status, disability, protected veteran status or any other status protected by law. A background check is required.

Salary ranges posted on the job posting are based on California wages. Salary may be higher or lower depending on the candidate’s state residency.