Financial Planning Senior Analyst

TRILLIUM HEALTH RESOURCES•New Caledonia, AR

1d•Remote

About The Position

Trillium Health Resources is a Tailored Plan and Managed Care Organization (MCO) serving 46 counties across North Carolina. We manage services for individuals with serious mental health needs, substance use disorders, traumatic brain injuries, and intellectual/development (IDD) disabilities. Our mission is to help individuals and families build strong foundations for healthy, fulfilling lives. Trillium Health Resources has a career opening for a Financial Planning Senior Analyst to join our Finance team! The primary purpose of the Finance Department is the organization of the fiscal and budgetary operations of the agency. The department is responsible for sound financial planning for the agency and for ensuring compliance with all fiscal policies at the local, state, and federal levels. This position's primary responsibilities include monitoring and reporting for the budgeting and forecasting process for Trillium Health Resources.

Requirements

High School Diploma or GED and six (6) years’ experience with budgets, general ledgers, and accounting policies; OR
Associate’s degree and four (4) years’ experience with budgets, general ledgers, and accounting policies; OR
Bachelor’s degree and two (2) years’ experience with budgets, general ledgers, and accounting policies; OR Equivalent combination of education/experience.
Must have a valid driver’s license.
Must reside within North Carolina.
Must be able to travel within catchment as required.

Nice To Haves

Master’s degree or 5 years’ equivalent experience with financial planning and analysis
Advanced Microsoft Excel skills
Experience with D365 Financial & Operations

Responsibilities

Coordinate the administration of multiple financial functions and/or a major fiscal unit; review and ensure appropriate internal controls over fiscal functions and activities.
Monitor and forecast administrative expenditures.
Upload budget information to the accounting software for reporting and tracking.
Support the development of the annual budget, the strategy and performance management program, and various organization-wide process improvement initiatives.
Monitor Trillium Health Resources' annual budget and ensure compliance with related regulations, standards, and policies, and approve and monitor the expenditure of funds.

Benefits

Typical working hours: 8:30 am – 5:00 pm; flexible work schedules with some roles with management approval.
Work-from-home options available for most positions
Health Insurance with no premium for employee coverage
Flexible Spending Accounts
24 days of Paid Time Off (PTO) plus 12 paid holidays in your first year
NC Local Government Retirement Pension (defined-benefit plan)
401k with 5% employer match and immediate vesting
Public Service Loan Forgiveness (PSLF) qualifying employer
Quarterly stipend for remote work supplies

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