DEPARTMENT(S): Accounting REPORTS TO: Manager, Reporting and Financial Compliance FLSA STATUS: Non-Exempt SALARY GRADE:  L - $37.0192 - $52.4038 ($77,000 - $109,000)

JOB SUMMARY

The Financial Analyst, Sr. is responsible for statutory and internal financial reporting. The incumbent prepares, including but not limited to, the quarterly and annually financial reports mandated by Department of Health Care Services (DHCS) and other regulatory agencies, general ledger reconciliation, budget variances analysis, as well as a monthly rolled-back financial statement. The incumbent assists with maintaining CalOptima’s general ledger system and provides technical support in Accounting and Financial Reporting applications.

POSITION RESPONSIBILITIES:

• Prepares statutory financial filings mainly for Medi-Cal line of business.
• Monitors general ledger accounts and validates financial data.
• Develops a monthly rolled-back financial report.
• Prepares a monthly budget variances analysis.
• Conducts maintenance and performs other responsibilities related to CalOptima’s chart of accounts
• Builds ad-hoc financial reports from BI360 Financial Reporting software.
• Other projects and duties as assigned.

POSSESSES THE ABILITY TO:

• Work independently with strong initiative.
• Focus and be detail oriented.
• Apply financial and statistical methods and provide explanations to financial results.
• Communicate clearly and concisely, both verbally and in writing.
• Work cooperatively and effectively on group projects.
• Cross-train and back up other areas within the Accounting & Finance departments.
• Establish and maintain effective working relationships with CalOptima leadership and staff.
• Utilize computer and appropriate software (e.g., Microsoft Office: Word, Outlook, Excel, PowerPoint) and job-specific applications/systems to produce correspondence, charts, spreadsheets, and/or other information applicable to the position assignment.

EXPERIENCE & EDUCATION:

• Bachelor's degree in Business Administration, Finance, Accounting, or related field required.
• 5 years of financial reporting experience with a large corporation, managed care health plan, IPA, or in a hospital setting required.

PREFERRED QUALIFICATIONS:

• Master’s degree in Business Administration, Finance, Accounting, or related field preferred.

KNOWLEDGE OF:

• Generally Accepted Accounting Principles (GAAP) at an advanced level.
• Methods of financial analysis, evaluation, estimation, and allocation.
• Accounting, and financial reporting software at a proficiency level, preferably in Great Plains, BI360 Financial Reporting and other database settings.
• Medi-Cal/Medicare insurance, eligibility, and health care coverage.

CalOptima is an equal employment opportunity employer and makes all employment decisions on the basis of merit. CalOptima wants to have qualified employees in every job position. CalOptima prohibits unlawful discrimination against any employee, or applicant for employment, based on race, religion/religious creed, color, national origin, ancestry, mental or physical disability, medical condition, genetic information, marital status, sex, sex stereotype, gender, gender identity, gender expression, transitioning status, age, sexual orientation, immigration status, military status as a disabled veteran, or veteran of the Vietnam era, or any other consideration made unlawful by federal, state, or local laws. CalOptima also prohibits unlawful discrimination based on the perception that anyone has any of those characteristics or is associated with a person who has, or is perceived as having, any of those characteristics.

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Required Skills Required Experience

PROJECT MANAGEMENT

• Ability to engineer and deliver projects over $100m.
• Ability to collaborate with multiple practices across HOK’s organization.
• Must be able to communicate clearly both verbally and in written form, with an understanding of industry communication protocols.
• Must be able to inspire owners and designers
• Set, monitor and deliver to budgets.
• Project team leadership skills.
• Strong project management skills.
• Strong multi-disciplinary project team leadership
• Ability to teach and mentor others.

TECHNICAL

• Able to work creatively to reach solutions to complex problems.
• Expert in current sustainable technologies applicable to the particular engineering discipline.
• Proficient with Revit and AutoCAD.
• Proficiency with analysis programs – SAP, ETABS, SAFE, GSA, or similar.
• Engineering of steel and concrete superstructures, including long span or high rise.