APD Financial Analyst

The APD Financial Analyst supports the financial management and oversight of Advance Planning Document (APD) activities to help ensure compliance with CMS-approved federal funding requirements. This position works closely with the APO Finance Manager, ITD Finance, and DHB Budget teams to assist with tracking Medicaid Enterprise System (MES) project expenditures, monitoring budgets, and supporting financial reporting activities.

The APD Financial Analyst helps maintain the accuracy and integrity of financial information included in APDs by reviewing project budget data, validating cost information, and ensuring alignment with CMS funding requirements. The position assists with the preparation and maintenance of APD budget tables, including updates to the Medicaid Detailed Budget Table (MDBT), and supports the development of financial documentation and budget narratives.

Responsibilities include gathering cost estimates from project teams and stakeholders, monitoring project expenditures, identifying potential budget concerns, and assisting in the analysis of financial data. The analyst will work with the APO Finance Manager to help ensure project budgets are aligned with program objectives and approved funding.

The APD Financial Analyst also participates in budget discussions with internal and external stakeholders, documents financial assumptions, and helps ensure budget information is accurate, complete, and well understood. The role provides support for APD development efforts and contributes to the successful management of federal funding across the MES portfolio.

This role will also support the MES Certification space during an active ORR and CR.

Key Responsibilities

• Assist with monitoring APD-related expenditures and budgets.
• Review and validate financial information included in APD submissions.
• Maintain and update the Medicaid Detailed Budget Table (MDBT).
• Support the preparation of APD budget tables and financial documentation.
• Gather and verify cost estimates from project teams and stakeholders.
• Monitor project spending and identify potential budget issues.
• Assist with developing financial narratives and supporting documentation.
• Participate in budget planning and review meetings.
• Collaborate with Finance, Budget, and project teams to support financial compliance and reporting.
• Support the APO Finance Manager with financial analysis and budget management activities.