DEPARTMENT(S): Budget & Vendor Management REPORTS TO: Supervisor Budgeting FLSA STATUS: Non-Exempt SALARY GRADE: J - $65,000 - $100,100

ABOUT CALOPTIMA HEALTH

CalOptima Health is the single largest health plan in Orange County, serving one in four residents. Our motto — "Better. Together.” — is at the heart of our mission to serve members with excellence, dignity and respect. We are a public agency made up of compassionate leaders and professionals working together to strengthen our community’s health.  We are continuing to build a culture that promotes diversity and inclusion within our community where employees have a sense of belonging, and are valued for their ideas, contributions, and their unique individual perspectives they bring.  CalOptima Health has been recognized as one of Orange County’s best places to work, so we know there is something special about our organization. It is why people choose to work here and why they choose to stay! 

ABOUT THE POSITION

The Financial Analyst I will be responsible for the annual preparation and ongoing maintenance of CalOptima Health’s operating budget, monthly variance analyses and requisition approval. The incumbent will also be a resource for ad-hoc business analysis.

DUTIES & RESPONSIBILITIES:

• Participates in a mission-driven culture of high-quality performance, with a member focus on customer service, consistency, dignity and accountability.
• Assists the team in carrying out department responsibilities and collaborates with others to support short- and long-term goals/priorities for the department.
• Supports the preparation and development of annual operating and capital budgets by collaborating with department business owners.
• Assists with department inquiries on budget related issues and conducts research to provide recommendations.
• Prepares, analyzes and reconciles financial data from the agency’s operations.
• Prepares and maintains monthly and quarterly financial reports using financial reporting and accounting software.
• Maintains capital project reconciliation report and monitors capital expenditures.
• Reviews purchase requisitions and travel and training requests to ensure compliance with Board approved budget and policies.
• Functions as purchasing requisition system co-administrator.
• Responsible for ad-hoc reporting and analysis for management and business owners.
• Completes other projects and duties as assigned.

EXPERIENCE & EDUCATION:

• Bachelor's degree in Business Administration, Health Care Administration, Finance, Accounting or other related field required.
• 2 years of accounting, finance or budgeting experience, preferably in the health care, managed care or insurance industry required.
• An equivalent combination of education and experience sufficient to successfully perform the essential duties of the position such as those listed above is also qualifying.

PREFERRED QUALIFICATIONS:

• Experience in developing complex reports using financial reporting software (e.g., Microsoft Dynamics GP/Great Plains.

PHYSICAL DEMANDS & WORK ENVIRONMENT:

The physical demands and work environment characteristics 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.

• Physical demands: While performing duties of the job, employee may need to move about the organization. Employee must be able to sit for extended periods of time, as well as work at the computer for long periods. Employee is required to use hands and fingers, especially for typing on the computer and using the mouse. Employee must be able to communicate, particularly for regular phone use and in meetings.

• Work environment: Typical office environment with minimal noise levels and controlled office temperatures.

ABOUT OUR BENEFITS & WELLNESS OPTIONS:

At CalOptima Health, we know that a healthy and happy workforce is a thriving workforce, which is why we offer a comprehensive benefits package, including participation in the California Public Employees Retirement System (CalPERS), low-cost medical/vision/dental insurance options, and paid time off. To support quality work-life balance, we allow flexible scheduling during core business hours, telework options for some positions, work schedules that allow every other Friday off (9/80 schedule), and a wellness program featuring diverse activities. Additionally, CalOptima Health contributes 4% of pensionable earnings to a 401(a) retirement program with no required employee contribution. Employees also have access to 457(b) retirement plans with pre/post-tax contribution options. 

_CalOptima Health is an equal employment opportunity employer and makes all employment decisions on the basis of merit. CalOptima Health wants to have qualified employees in every job position. CalOptima Health 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 Health 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