Financial Analyst IV

TX-HHSC-DSHS-DFPS•Austin, TX

6d•Hybrid

About The Position

The Texas Health and Human Services Commission (HHSC) Medicaid CHIP Services (MCS) department seeks a highly qualified candidate to fill the position of Financial Analysis IV. MCS is driven by its mission to deliver quality, cost-effective services to Texans. This position makes a significant contribution to MCS’s mission by conducting fiscal and contract monitoring of Financial Management Services Agencies (FMSAs) contracted to provide financial management services to individuals who self-direct services received through one of the following programs: Community Living Assistance and Support Services (CLASS) or Deaf-Blind with Multiple Disabilities (DBMD), Home and Community Based Services (HCS), or Texas Home Living (TxHmL)Medicaid Waiver Programs; or fee-for-service Primary Home Care (PHC), Community Attendant Services (CAS), or Family Care. FMSAs act as the employer of record for services, preparing payroll and federal and state payroll tax filings in accordance with state and federal requirements. This position requires 50% overnight statewide travel. A qualified candidate must have a valid driver’s license or must obtain Texas Driver’s License prior to hire. This position performs highly complex (senior-level) financial analysis. Work involves compiling, reviewing, analyzing, and evaluating financial data; preparing reports and responding to inquiries; and recommending appropriate action to resolve deficiencies. Develops evaluation tools and processes. Conducts on-site monitoring reviews and desk reviews to examine, investigate, and review records, reports, financial statements, tax filings and management practices. Conducts fiscal and contract compliance reviews to ensure FMSA’s compliance with state and federal statutes and regulations, including that taxes are reported timely, accurately and paid promptly, and reviews for presence of adequate documentation. Conducts complaint investigations. Provides written reports of findings and reviews corrective action plans prepared by FMSAs. Provides interpretation on technical questions related to compliance with applicable state and federal statutes. Provides technical assistance and training to FMSAs, other agency staff, and the public. Coordinates with supervisor and other financial analysts on the FMSA Monitoring Team to determine contract actions and/or sanctions and provides testimony and develops documents in support of enforcement actions. Serves as a lead on assigned reviews. This position will implement continuous improvement strategies to ensure tools, policies and procedures related to monitoring activities are effective in evaluating compliance. When needed changes are identified, will ensure applicable changes are made and will train staff on changes. Works under limited supervision, with considerable latitude for the use of initiative and independent judgment. May assist the manager in high level projects, responding to legislative inquiries, plan, assign, and supervise the work of others. The ideal candidate thrives in an environment that emphasizes the following: teamwork to achieve goals; excellence through high professional standards and personal accountability; curiosity to continuously grow and learn; critical thinking for effective execution; and integrity to do things right even when what is right is not easy. This position reports to the FMSA Monitoring Team Manager within the Provider Monitoring Unit which is a branch of the Contract Administration and Provider Monitoring (CAPM) Department. As a member of the Provider Monitoring Unit, FMSA monitoring staff may assist other teams within the Provider Monitoring Unit with monitoring reviews of program providers for the Community Living Assistance and Support Services (CLASS), Deaf-Blind with Multiple Disabilities (DBMD), Home and Community Based Services (HCS) and Texas Home Living (TXHML) Medicaid Waiver Programs.

Requirements

Knowledge of federal and state payroll tax laws, rules, and regulations.
Knowledge of state rules and regulations pertaining to consumer directed services and the roles and responsibilities of Financial Management Services Agencies.
Knowledge of Medicaid or community services programs serving individuals with physical and/or intellectual disabilities.
Knowledge of accounting methods and systems, business practices, financial monitoring procedures, legal contracts, business law, and financial statutes and instructions.
Knowledge of fiscal management, contract compliance, and financial monitoring processes.
Knowledge of computer technology principles and automated systems.
Knowledge of continuous improvement methodologies (e.g., Lean, Six Sigma, PDCA).
Skill in evaluating and assessing provider’s compliance with contractual obligations.
Skill in working collaboratively and cooperatively with diverse groups.
Skill developing interpersonal relationships, including the ability to negotiate among multiple parties, resolve conflicts, and establish and maintain effective working relationships with both internal and external stakeholders contacted in the course of the work.
Strong written and verbal communication skills to convey technical information clearly to diverse audiences.
Strong analytical skills with the ability to identify trends, risks, and areas for process improvement.
Skill in developing, evaluating, and updating monitoring tools, training materials, and reference documents.
Proficiency using Microsoft Office Suite including Outlook, Word, Excel, PowerPoint, Visio, and Teams, plus financial/data analysis tools, SharePoint and Adobe.
Intermediate or advanced skills in Excel.
Data analytics and data analysis skills.
Skill in writing in a clear and concise manner and conveying information appropriately for a variety of audiences.
Skill in analyzing and evaluating complex programs, rules, regulations, policies and procedures.
Skill in project management involving managing multiple and competing priorities, problem solving, and applying critical thinking.
Skill in presenting issues and recommendations clearly and concisely, both verbally and in writing.
Skill in coordinating and reviewing the work of professional staff.
Skill in scheduling, coordinating and leading meetings.
Conducting research, collecting and analyzing data, and drawing logical conclusions.
Ability to communicate effectively both orally and in writing.
Ability to convey information appropriately for a variety of audiences using concise written and verbal communications.
Ability to work collaboratively in a team environment to accomplish objectives.
Ability to build, establish, maintain effective working relationships and coalitions, and work cooperatively in a team environment.
Attention to detail and the ability to implement creative solutions to problems.
Ability to balance team and individual responsibilities.
Ability to analyze and interpret information contained in a General Ledger and to trance entries recorded in a General Ledger to appropriate journals and source documents.
Ability to analyze tax issues and tax filings, and to evaluate financial and payroll records.
Identify, gather, and analyze accurate and relevant information involving complex program, policy, and monitoring issues.
Ability to apply continuous improvement methodologies (e.g., Lean, Six Sigma, PDCA) to enhance systems and processes.
Ability to collaborate with internal and external stakeholders to implement system changes and ensure sustainable improvements.
Ability to effectively train and support staff in adopting updated processes and tools.
Bachelor’s degree from an accredited college or university with a major in accounting, business administration, public administration, finance, human services or related field, plus two years of experience in financial analysis, fiscal monitoring, auditing, compliance, or related field.
Additional related work experience may substitute for the required education on a year for year basis with a maximum substitution of four (4) years.
Experience related directly to FMSAs will be given preference.
Applicant must be a Certified Public Accountant (CPA).
Experience with interpretation of an organization’s policies and procedures, guidelines, handbooks, laws, rules, policies, and/or statutes, required.
Application indicates willingness to travel at least 50% of the time

Nice To Haves

Certified Texas Contract Manager (CTCM) certification must be obtained within one (1) year of employment, if not already certified, unless otherwise approved by Supervisor.
Certification or formal training in continuous improvement methodologies (e.g., Lean, Six Sigma, Kaizen) preferred.
Advanced Excel user credential preferred.
Certified Texas Contract Manager (CTCM) preferred.
Experience related to employer taxes, preferred.

Responsibilities

Works collaboratively across MCS to identify innovative and effective solutions.
Attends work on a regular and predictable schedule in accordance with agency leave policy and performs other duties as assigned.
Through onsite and desk reviews, conducts monitoring reviews and investigates complaints. Evaluates fiscal and contract compliance to review, analyze and examine records of FMSAs to ensure tax forms and tax payments are filed accurately and timely on behalf of individuals using the Consumer Directed Services (CDS) option. Ensures compliance with state and program rules including: Texas Administrative Code (TAC) Title 26, Part 1, Chapter 52 (Contracting for Community Services); TAC Title 26, Part 1, Chapter 264 (Consumer Directed Services Option); the Internal Revenue Service Code; and Texas Workforce Commission (TWC). (50%)
Identifies and evaluates the need for system and process changes to support fiscal and contract monitoring. Ensures monitoring tools and systems are effective in detecting areas of noncompliance and recommends improvements when necessary. Updates monitoring tools, training materials and training documents to reflect changes in policies, procedures, or compliance requirements. Provides training and guidance to staff on updated monitoring practices, tools, and processes to ensure consistent implementation and adherence. Collaborates with stakeholders to implement system enhancements and promotes continuous improvement in fiscal and contract oversight. (15%)
Conducts presentations at webinars and trainings to providers or FMSAs as needed. Provides technical assistance, training, and guidance to FMSAs to foster improved performance on fiscal and tax related aspects of FMSA performance. (10%)
Documents results of fiscal or contract on-site reviews, desk reviews and complaints to inform FMSAs of their compliance status. When appropriate, initiates recoupment of documented overbilling by FMSAs, requires corrective action plans, and initiates contract action or sanctions. (10%)
Develops and implements protocols, policies, and procedures for conducting oversight activities. Recommends improvements for identified problems in system design, forms, and workflow. (10%)
Prepares related documents used to support enforcement cases against contracted FMSAs and testifies at legal proceedings. (5%)