Senior Manager of Financial Planning and Decision Support

Center for Elders' Independence•Oakland, CA

6d•$150,020 - $246,432

About The Position

The Center for Elders’ Independence (CEI) is a PACE (Program of All-Inclusive Care for the Elderly) organization that uses an interdisciplinary team approach to provide purposeful, high-quality, affordable, and integrated health care services to elderly participants. Its services include Adult Day Health Centers and primary care clinics, promoting participant autonomy, quality of life, and the ability to live in the community. The Senior Manager of Financial Planning and Decision Support leads enterprise financial planning, forecasting, and decision-support capabilities, translating organizational strategy into actionable financial plans and recommendations. The position oversees annual budgeting, rolling forecasts, multiyear planning, and integrated financial and operational analysis. It partners with executive and operational leaders to evaluate growth, resource allocation, service changes, and capital investments; communicates financial implications, alternatives, and risks; and monitors results against approved plans. The role establishes planning and analytical standards, oversees assigned healthcare financial and encounter-data reporting responsibilities, and develops the team’s capacity to deliver reliable, timely, decision-ready information. The role reports to the Chief Financial Officer or a designated senior finance leader and supervises the Decision Support Analyst, Budget Analyst, and Encounter Data Analyst. It may oversee additional financial planning, analytics, or reporting positions as organizational needs evolve. The job description states an annual pay range of $154,020 to $246,432, and also lists a salary range of $150,020.08 to $246,432.13 USD. Placement within the range is based on job-related qualifications, experience, internal equity, and market factors.

Requirements

At least seven years of progressively responsible experience in financial planning decision support, including at least three years leading staff.
Demonstrated experience preparing budgets, forecasts, and scenario analyses.
Advanced proficiency in Excel and financial planning systems, including the ability to develop and validate complex financial models and data queries.
Working knowledge of budgeting, business-intelligence, and healthcare analytics platforms.
Strong knowledge of healthcare finance, regulatory reporting, and financial compliance.
Advanced analytical, critical-thinking, and problem-solving skills, including the ability to reconcile disparate data, assess risk, anticipate questions, and present recommendations.
Ability to lead through influence, manage competing priorities, communicate findings concisely, and maintain effective partnerships with peers and executive leaders.
Excellent written, verbal, presentation, and customer-service skills, including the ability to explain complex information clearly to varied audiences.

Nice To Haves

Master’s degree in finance, accounting, business administration, health administration, economics, data analytics, or a related field; a bachelor’s degree with equivalent relevant experience may be considered.
Experience in PACE, Medicare, Medicaid, risk adjustment, or a similarly regulated healthcare environment.
Experience with Workday Adaptive, eHR systems, and SQL.
Familiarity with HCC reimbursement, encounter data, and related requirements.

Responsibilities

Lead the development and integration of annual budgets, rolling forecasts, and multiyear financial plans, translating organizational strategy into financial assumptions, resource requirements, and recommendations for sustainable growth.
Establish and oversee standards for financial models, planning assumptions, performance measures, and reporting validation; ensure consistent, decision-ready information and timely escalation of material risks and data-quality issues.
Partner with executive leaders on financial planning and decision support, presenting strategic alternatives, financial implications, key assumptions, and risks to inform resource allocation and organizational priorities.
Develop, manage, and maintain recurring and ad hoc reporting on financial performance, enrollment, utilization, staffing, profitability, and other measures; provide variance explanations, trend analysis, risks, and recommended actions.
Lead financial evaluation of growth initiatives, service changes, capital investments, and major vendor arrangements; recommend priorities and assess realized financial results against approved business cases.
Lead capitation revenue and rate analysis, incorporating program changes not fully reflected in base data and evaluating participant mix and underlying risk.
Oversee financial analysis and organizational inputs supporting Medicare Part D bid and reconciliation processes.
Oversee the preparation, validation, reconciliation, management review, and timely submission of IBNR, RDT, Medicare Part D, and other required reports.
Oversee encounter-data submissions and audit monthly and ad hoc outbound encounter and HCC reporting.
Maintain effective relationships with clearinghouses, actuaries, vendors, and internal stakeholders to resolve issues, prevent recurrence, and strengthen performance.
Lead, coach, and develop staff responsible for financial planning, decision support, encounter data, and related analytics.
Perform other duties and lead special projects consistent with the position’s scope and organizational needs.