Senior Financial Planning & Analysis… at Momentum for… · San Jose

**Mon-Fri 8:30am-5pm, additional hours may be required during the planning cycle**

The pay range is $95K - 130K per year depending on the relevant years of experience.

We offer a competitive package of employee benefits for 30 to 40-hour week positions. You will receive a defined contribution amount of up to $15,433.08 per year (prorated for part-time employees working less than 40 hours per week) to purchase the benefits of your choice on a cafeteria plan basis. Any amount of this defined contribution not used towards your benefits will be paid to you as taxable earnings. We offer a retirement plan with a generous employer match starting at 4% after one year of employment. Our paid time off is also more generous than many employers with vacation time accruing up to 25 days per year, 6 days of sick time per year and 12 paid holidays.

The benefits offered in our cafeteria plan are as follows:

• Medical benefits –Kaiser--ranging from $0 Deductible Plan with $15 Copay to $,3400 Deductible Plan with Health Savings Account. Sutter Health plans are also available from $0 Deductible Plan to $2,500 Deductible Plan.
• Dental benefits –Guardian: 1 dental HMO and 2 PPOs
• Vision benefits – 2 options from Guardian VSP: a standard vision plan and an enhanced vision plan

Essential Duties and Responsibilities

Financial Planning & Analysis

• Develop, maintain, and enhance financial models for budgeting, forecasting, and long-range planning.
• Prepare monthly, quarterly, and annual financial analyses, including variance reporting and operational performance metrics.
• Analyze revenue, expenses, productivity, and program profitability to identify trends, risks, and opportunities.
• Support annual budgeting and periodic forecast processes across multiple programs and funding sources.
• Produce financial dashboards and key performance indicators (KPIs) for executive leadership.

Behavioral Health Revenue Analysis

• Monitor and analyze behavioral health revenue streams, including Medi-Cal, County contracts, grants, commercial insurance, and other funding sources.
• Track billing performance, reimbursement trends, denial rates, claim aging, and collections.
• Collaborate with Accounting, Revenue Cycle and Operations teams to identify and resolve billing and reimbursement issues that affect the budget.
• Evaluate the financial impact of rate changes, funding adjustments, and regulatory requirements.
• Analyze contract performance against budget and utilization targets.

County and Government-Funded Program Support

• Support financial reporting and analysis related to Santa Clara County contracts, Medi-Cal programs, and other government-funded behavioral health services.
• Monitor and validate reimbursement methodologies, funding allocations, and service utilization.
• Assist with financial reporting requirements associated with county contracts and behavioral health programs, including Executive Management & Board reports
• Provide analysis supporting audits, cost reports, and regulatory reviews.

Data Analytics & Reporting

• Extract, validate, and analyze financial and operational data from EHR (myAvatar), billing, and financial systems (NetSuite).
• Develop automated reports and dashboards to improve visibility into organizational performance.
• Present financial findings and recommendations to leadership in a clear and actionable manner.
• Ensure data integrity and consistency across reporting systems.

Strategic Finance Support

• Support new program evaluations, business cases, and financial feasibility studies.
• Assist in identifying operational efficiencies and revenue enhancement opportunities.
• Participate in process improvement initiatives related to financial reporting, budgeting, and reimbursement optimization.

Education and Experience

Education

• Bachelor's degree in Finance, Accounting, Business Administration, Economics, Healthcare Administration, or a related field; OR
• Equivalent combination of education and relevant professional experience.

Experience

• Minimum of 3 years of FP&A, financial analysis, healthcare finance, reimbursement analysis, or related experience with a bachelor's degree; OR
• 3–5 years of directly relevant experience in healthcare finance, behavioral health finance, revenue cycle, or government-funded healthcare programs.

Behavioral Health & County Experience

• Demonstrated experience working with Santa Clara County Behavioral Health Services, another California county behavioral health department, or an equivalent public behavioral health system.
• Strong understanding of:
  • Behavioral health billing and reimbursement processes
  • Claim denials and denial management
  • Medi-Cal funding and reimbursement structures
  • County-funded behavioral health programs
  • Provider rates and reimbursement methodologies
  • Managed Financial Operations (MFO) processes and reporting
  • Contract utilization and funding reconciliation

Technical Skills

• Advanced proficiency in Microsoft Excel, including Pivot Tables, Power Query, advanced formulas, and financial modeling.
• Experience with financial reporting and budgeting systems.
• Strong data analysis and reporting skills.
• Proficiency with Microsoft Power BI or similar business intelligence platforms preferred.
• Experience working with EHR (myAvatar), billing, and ERP/accounting systems (NetSuite) preferred.

Preferred Qualifications

• Experience in a behavioral health, substance use treatment, community health, FQHC, or non-profit healthcare environment.
• Knowledge of California Medi-Cal behavioral health reimbursement regulations.
• Experience with county contracts, grants management, and cost reporting.
• Familiarity with healthcare revenue cycle management and claims analytics.
• MBA, MHA, CPA, CMA, or other relevant professional certification is a plus.

Core Competencies

• Strong financial and analytical reasoning
• Attention to detail and accuracy
• Ability to translate complex financial data into actionable insights
• Strategic thinking and problem-solving
• Strong communication and presentation skills
• Ability to build cross-functional relationships
• Ability to manage multiple priorities in a fast-paced environment
• Commitment to the mission of serving behavioral health populations