Financial Analyst, Consultant

Blue Shield of California•Oakland, CA

69d•Hybrid

About The Position

Your Role The Corporate Services Finance team ensures financial stewardship of the Corporate Services administrative budget and serves as the trusted financial advisor to executive leadership. Our team is looking for a Financial Analyst, Consultant to steer financial performance toward Blue Shield goals. This role is responsible for consolidated reporting, annual planning, monthly forecasting, and performance reporting. It also involves analyzing important strategic initiatives to enhance business outcomes, as well as overseeing the coordination and integration of cross-functional system requirements and deadlines. We are a hybrid business unit that works both remotely and in office. You must reside in California for this position. Responsibilities Your Work In this role, you will: Prepare, analyze, and deliver consolidated financial reports for review by Board of Directors and other executives Align system and financial reporting requirements to drive process efficiencies and a seamless team experience Partner cross-functionally to effectively steer financial performance through detailed planning and analysis Develop and present financial models, annual plans, and monthly results with updated outlooks to executive leadership Identify risks, opportunities, and solutions to meet financial goals Provide policy guidance and interpretation to ensure financial records are consistent and comply with company policies and GAAP Drive data-driven decision making by providing clear, concise, and accurate financial summaries and recommendations in support of achieving financial and operational targets Collect and evaluate data, develop, and maintain financial models, analyze results, and conduct scenario analyses to forecast Follow and audit processes and review internal controls to ensure financial transactions are accurate, timely and comply with accounting standards, principles, and company policy Support headcount management and Human Capital Planning Qualifications Your Knowledge and Experience Requires a bachelor's degree or equivalent experience Requires at least 7 years of prior Finance experience, primarily in Financial Planning & Analysis roles Success developing budgets and forecasts Analytical mindset, willingness to pressure test assumptions, creativity in problem solving, and sound business judgment Record building strong relationships and collaborating across multiple stakeholders including executives Ability to prioritize, manage ambiguity, and implement change Excellent organization and command of details Command of Finance and Accounting principles Demonstrated advanced proficiency with Microsoft Excel (Pivot Tables, VLookups), Word, Access, and PowerPoint

Requirements

Requires a bachelor's degree or equivalent experience
Requires at least 7 years of prior Finance experience, primarily in Financial Planning & Analysis roles
Success developing budgets and forecasts
Analytical mindset, willingness to pressure test assumptions, creativity in problem solving, and sound business judgment
Record building strong relationships and collaborating across multiple stakeholders including executives
Ability to prioritize, manage ambiguity, and implement change
Excellent organization and command of details
Command of Finance and Accounting principles
Demonstrated advanced proficiency with Microsoft Excel (Pivot Tables, VLookups), Word, Access, and PowerPoint

Responsibilities

Prepare, analyze, and deliver consolidated financial reports for review by Board of Directors and other executives
Align system and financial reporting requirements to drive process efficiencies and a seamless team experience
Partner cross-functionally to effectively steer financial performance through detailed planning and analysis
Develop and present financial models, annual plans, and monthly results with updated outlooks to executive leadership
Identify risks, opportunities, and solutions to meet financial goals
Provide policy guidance and interpretation to ensure financial records are consistent and comply with company policies and GAAP
Drive data-driven decision making by providing clear, concise, and accurate financial summaries and recommendations in support of achieving financial and operational targets
Collect and evaluate data, develop, and maintain financial models, analyze results, and conduct scenario analyses to forecast
Follow and audit processes and review internal controls to ensure financial transactions are accurate, timely and comply with accounting standards, principles, and company policy
Support headcount management and Human Capital Planning