Senior Financial Planning & Budget Analysis

About the Company

Responsibilities

• ● Prepare the annual operating and capital budget and quarterly forecasts, integrating utilization, staffing, participant care costs, service-area assumptions, and strategic initiatives.
• ● Coordinate budget preparation activities with department managers and leadership teams
• ● Review budget submissions for accuracy, completeness, and alignment with organizational objectives.
• ● Develop and maintain budget and forecast models and planning tools.
• ● Analyze budget-to-actual and forecast-to-actual results by PACE center, service area, program, and operational unit; distinguish drivers and recommend corrective actions or forecast changes.
• ● Provide detailed financial analyses, trend reports, and recommendations for management.
• ● Support strategic planning and business cases through scenario modeling and long-range financial projections for growth, expansion, capital investments, reimbursement changes, and other initiatives.
• ● Prepare and present financial reports, dashboards, and budget summaries for leadership.
• ● Monitor cost, utilization trends, and departmental spending and identify opportunities for cost savings and operational efficiencies.
• ● Provide guidance and training on budget policies, procedures, and financial best practices.
• ● Maintain documentation supporting budget assumptions and financial analyses.
• ● Support implementation and optimization of financial systems and reporting tools.
• ● Recommend enhancements to increase efficiency, accuracy, and transparency.

Requirements

• ● A bachelor's degree in finance, accounting, business administration, economics, public administration, or a closely related field is required.
• ● Master's degree (MBA, MPA, or related field) preferred.
• ● + years of progressive budgeting, FP&A, healthcare finance, reimbursement, or financial analytics experience
• ● years' experience in healthcare, managed care, PACE, or Medicare Advantage, Medicaid preferred.
• ● Strong knowledge of budgeting principles, financial analysis, and forecasting methodologies.
• ● Advanced proficiency in Microsoft Excel, including financial modeling and data analysis.
• ● Excellent analytical, organizational, and problem-solving skills.
• ● Strong written and verbal communication skills.
• ● Background in IT in healthcare organizations of scale
• ● The above job description is intended to communicate the general function of the mentioned position and by no means shall be considered an exhaustive or complete outline of the specific tasks and functions that will be required. CEI reserves the right to change job descriptions, site assignments, and or work hours as required by the needs of the program. All employees are expected to perform their duties within their ability as required by the job and/or as requested by management.
• ● Placement within the compensation range listed here is determined by job-related qualifications, experience, internal equity, and market factors, consistent with CEI compensation practices. Salary Range 104,332 - 159,629 USD