Sr. Financial Analyst

Job Number: 4745

Workplace Type: Hybrid Remote

Position Title: Sr. Financial Analyst

External Description:

Alignment Health was founded with a mission to revolutionize health care with a serving heart culture. Through its unique integrated care delivery models, deep physician partnerships and use of proprietary technologies, Alignment is committed to transforming health care one person at a time.

By becoming a part of the Alignment Health team, you will provide members with the quality of care they truly need and deserve. We believe that great work comes from people who are inspired to be their best. We have built a team of talented and experienced people who are passionate about transforming the lives of the seniors we serve. In this fast-growing company, you will find ample room for growth and innovation alongside the Alignment community.

 

Position Summary:

The Senior Financial Analyst will assist the Director and Manager of Financial Planning & Analysis in the development and implementation of annual financial plan (budget), forecast, multi-year financial plan and performs the day-to-day financial system administration.  The Senior Financial Analyst is an independent worker with strong analytical skills and applies critical thinking to identify and solve problems.  The right candidate for this role is highly motivated, detailed-oriented, well-organized, flexible, embraces change and thrives in a fast-paced environment.

 

Duties/Responsibilities: (May include but are not limited to)

 

Financial System Administrator (Prophix):

• Daily, monthly, quarterly, and annual load process, including tasks such as: data imports/exports, load review, tie-outs to GL, allocation process oversight, adding new attributes and updating financial cubes.
• Create and maintain monthly, quarterly and budget reports.
• Assist with ad hoc reporting requests.
• Maintain access and security levels for all system users; comply with SOX requirements.
• Ensure data quality of data load for annual plan and forecast scenarios.
• Provide end-user training and address / assists user queries.

 Senior Financial Analyst: 

• Prepare tentative, interim, and final budget submissions within established guidelines; review expenditures to ensure proper budget compliance.
• Develop and manage department financial budgets and forecast using trend reports, estimates, and recommendations from business owners.
• Work with business owners to determine strategic and business needs and assist in financial modeling or reporting and explain the budget process as needed.
• Develop and maintain monthly financial reports to clearly communicate actual results and variances to budget and forecast to department and business owners.
• Produce clear and well-formatted analysis and the ability to present results to senior management.
• Assists in consolidating and formulating departmental budget templates.
• Support monthly close process which includes review monthly expenditures to ensure proper GL coding.
• Work with Accounting team and business owners when coding reclass is necessary.
• Approve requisitions and offer letters for new hires and replacement hires.

 

Position Requirements:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill, and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Experience:

1. Minimum 3 years of performance management software experience for budgeting, forecasting, planning, and reporting tools (Prophix preferred) 
2. Minimum 5 years of finance, budget, and accounting experience
3. Advance proficiency in MS Excel and PowerPoint

2. Education/Licensure:
   1. Bachelor of Science in Business or Accounting from four-year college or university required
3. Other:
   1. Knowledge of principles and practices of finance administration in accounting, budgeting, and auditing.
   2. In-depth understanding of financial information and organizational data flow and its use in management decision-making.
   3. Ability to work in high-pressure situations, meet deadlines, multi-task, adapt procedures and systems to meet changing needs in a fast-paced environment.
   4. Proven management & organization skills and flexibility.
   5. Communicate clearly and concisely, both orally and in writing.
   6. Great analytical, critical thinking and problem-solving abilities.
   7. Establish and maintain effective working relationships with those contacted in the course of work.
   8. Must demonstrate attendance sufficient to complete the duties of the position as required

4. Work Environment:
   1. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 

Essential Physical Functions:

The physical demands described here are representative of those that must be met by an 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.

1. While performing the duties of this job, the employee is regularly required to talk or hear. The employee regularly is required to stand, walk, sit, use hand to finger, handle or feel objects, tools, or controls; and reach with hands and arms.
2. The employee frequently lifts and/or moves up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.

City: Orange

State: California

Location City: Orange

Location State: California

Community / Marketing Title: Sr. Financial Analyst

Company Profile:

By leveraging our world-class technology platform, innovative care delivery models, deep physician partnerships and our serving heart culture, Alignment Health is revolutionizing health care for seniors! From member experience professionals and clinicians, to data scientists and operations leaders, we have built a talented and passionate team that is deeply committed to our mission of transforming health care for the seniors we serve. Ready to join us?

At Alignment, delivering exceptional care to seniors starts with ensuring an exceptional experience for our over 1,300 employees. At the center of our employee experience is a culture where employees at all levels and across all teams are encouraged to share their unique ideas and perspectives. After all, when you can bring your authentic self to work, whether that’s in a clinical setting, our corporate office or a home office, creativity and innovation flourish! Another important part of the Alignment culture is a belief in continuous learning and growth. As a result, in this fast-growing company, you will find ample support to grow your skills and your career – with us.

EEO Employer Verbiage:

 

Please note: All clinical positions are contingent upon successful engagement with Alignment Health’s COVID-19 Vaccination program (fully vaccinated with documented proof or approved exception/deferral).

Alignment Health is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, age, protected veteran status, gender identity, or sexual orientation.

*DISCLAIMER: Please beware of recruitment phishing scams affecting Alignment Health and other employers where individuals receive fraudulent employment-related offers in exchange for money or other sensitive personal information. Please be advised that Alignment Health and its subsidiaries will never ask you for a credit card, send you a check, or ask you for any type of payment as part of consideration for employment with our company. If you feel that you have been the victim of a scam such as this, please report the incident to the Federal Trade Commission at https://reportfraud.ftc.gov/#/. If you would like to verify the legitimacy of an email sent by or on behalf of Alignment Health’s talent acquisition team, please email [email protected].