Financial Planning and Analysis Manager

POSITION TITLE:

Financial Planning and Analysis Manager

DEPARTMENT:

Finance

REPORTS TO TITLE:

CFO

DLSE/FLSA STATUS: ()

XExempt/Salaried position

____Nonexempt/Hourly position

SUPERVISORY RESPONSIBILITIES (does this position have direct reports):

YES

NO

SCHEDULE: Full Time; Monday- Friday

LOCATION: Napa, Fairfield or West Sacramento, CA

SALARY RANGE: $123,760 to $151,257.60 annually

About CommuniCare+OLE

Established in 2023, CommuniCare+OLE is the result of a union of two health centers with deep roots in their respective communities and reputations for providing high-quality primary care to all, regardless of insurance or ability to pay: OLE Health of Napa and Solano Counties and CommuniCare Health Centers of Yolo County. Building on a legacy established by both organizations in 1972, CommuniCare+OLE is a network of federally-qualified health centers with 17 sites across Napa, Solano, and Yolo Counties. It offers comprehensive care, including medical, dental, behavioral health and substance use treatment, nutrition, optometry, pharmacy, care coordination, referrals, and enrollment assistance to more than 70,000 individuals, and no one is turned away due to lack of insurance, immigration status, or ability to pay. Many services are offered outside of its sites, including mobile health, home visiting, and community and school-based programs.

BENEFITS

• Medical, Dental, Vision Coverage

• Employer covers 90% of employee medical, dental and vision premium and 50% of dependent premium

• 18 days of PTO (Vacation & Sick)

• 10 Paid Holidays + 1 Float Holiday

• 2% employer match with employee 4% Contribution 403(b) retirement plan

• Tuition Reimbursement of up to $2,000 per Calendar Year for part-time and full-time employees (prorated per Full-Time Equivalent)

• Life & Accidental Insurance Coverage

• Employer contribution for Health Savings Account

• Flexible Spending Account (FSA) and Limited FSA Options

JOB SUMMARY/OVERVIEW:

The Financial Planning and Analysis (FP&A) Manager is a highly collaborative role that will utilize both quantitative and qualitative analysis of all operational aspects of the company to evaluate progress toward achieving financial goals and mapping out future plans. The FP&A Manager will be familiar with researching economic and business trends, reviewing past company performance and attempting to anticipate obstacles and potential problems while forecasting for future financial results.

CommuniCare+OLE provides an inclusive workplace that promotes and values diversity and life experience.

CommuniCare+OLE encourages people of all backgrounds to apply including, but not limited to, Black, Indigenous Peoples,

people of color, immigrants, refugees, women, LGBTQIA+, people with disabilities, veterans, individuals of

all ages and religions, and individuals who have been affected by the legal system.

YOU ARE WELCOME HERE.

• The following reflects requirements and essential functions of this position but does not restrict tasks that may be assigned. Essential functions include basic job duties, core elements, or fundamental responsibilities that an employee must perform to hold the position. Employees must be able to perform these essential functions with or without reasonable accommodation (accommodation may be requested). Duties and responsibilities are not all-inclusive, and they may be assigned or reassigned to this job at any time, due to reasonable accommodation or any other reason. *

MINIMUM POSITION REQUIREMENTS: EDUCATION, EXPERIENCE, SKILLS/TRAINING

• Education:

Bachelor's degree in a business-related field

• Experience/Lived Experience:
• 5+ years of business experience in FP&A/corporate finance/analytics-focused role
• Knowledge of Medicare and Medicaid as well as federally qualified health centers, preferred
• Special Skills/Training:
• Ability to read and analyze financial statements
• Excellent communication and interpersonal skills
• Expert proficiency in Microsoft Excel and PowerPoint
• Demonstrated strategic, analytical, interpersonal, organizational, and communication skills
• Demonstrated ability to meet tight deadlines with an emphasis on attention to detail
• Able to work in a fast-paced environment with competing priorities and deadlines

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

1.

Serve as a finance business partner across all levels of the organization and provide thought leadership to help drive both short-term and long-term strategic initiatives.

2.

Maintain data integrity.

3.

Assist in the development and execution of the financial budgets for the Company.

4.

Build and maintain forecasting models

5.

Perform analytics to support commercial planning, business development, and strategic planning activities

6.

Collaborate on high exposure initiatives

7.

Develop and monitor key performance metrics

8.

Acquire and maintain an understanding of the strategies, priorities, and issues within the US healthcare system

9.

Assist with preparation of UDS, OSHPD, PPS reconciliations, and Medicare and Medi-Cal cost reporting

10.

Performs other duties as assigned.