Senior Financial Planning & Analysis (FP&A) Analyst
for section headings. Use - for any list of duties/requirements/benefits. Use
for prose.
We must not repeat job title as heading. No Job ID etc. Remove boilerplate.
We need to preserve all substantive info.
Let's parse the posting.
First lines: "Mon-Fri 8:30am-5:00pm with additional hours during 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 PPOsVision benefits – 2 options from Guardian VSP: a standard vision plan and an enhanced vision plan"
Then "Position Summary" paragraph.
Then "Essential Duties And Responsibilities" with bullet points.
Then "Education And Experience" with bullet points.
Then "Behavioral Health & County Experience" with bullet points.
Then "Technical Skills" with bullet points.
Then "Preferred Qualifications" with bullet points.
Then "Core Competencies" with bullet points.
We need to decide which sections to include: Pay, Schedule, Benefits, Responsibilities, Requirements (maybe Education & Experience), Qualifications (maybe Preferred Qualifications), Skills (Technical Skills), Core Competencies maybe as Skills? But we can include separate sections if content present.
We must not create sections with filler like "commensurate with experience". We have actual specifics.
Schedule: "Mon-Fri 8:30am-5:00pm with additional hours during planning cycle*". That's schedule info.
Pay: "$95K - 130K per year depending on the relevant years of experience."
Benefits: defined contribution, retirement plan, PTO, cafeteria plan details.
We can combine benefits into a Benefits section.
Responsibilities: list of duties under Essential Duties And Responsibilities.
Requirements: Education And Experience (maybe also Behavioral Health & County Experience). Could combine as Requirements.
Qualifications: Preferred Qualifications.
Skills: Technical Skills.
Core Competencies: maybe as Skills or separate section; but we can include as a section "Core Competencies". It's substantive.
We must not duplicate content.
We need to output only HTML fragment.
Let's craft.
Structure:
Schedule
Mon-Fri 8:30am-5:00pm with additional hours during planning cycle.
Pay
The pay range is $95K - $130K per year, depending on relevant years of experience.
Benefits
- Competitive benefits package for 30‑ to 40‑hour week positions.
- Defined contribution of up to $15,433.08 per year (prorated for
- Retirement plan with employer match starting at 4% after one year of employment.
- Paid time off: vacation accrues up to 25 days per year, 6 sick days per year, 12 paid holidays.
- Cafeteria plan options:
- Medical: Kaiser plans ranging from $0 deductible with $15 copay to $3,400 deductible with HSA; Sutter Health plans from $0 deductible to $2,500 deductible.
- Dental: Guardian – 1 dental HMO and 2 PPOs.
- Vision: Guardian VSP – standard and enhanced vision plans.
Note: nested lists allowed? The instruction: Use - for any list of duties/requirements/benefits. Could have nested lists but still okay.
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 KPIs for executive leadership.
- Behavioral Health Revenue Analysis: monitor and analyze behavioral health revenue streams (Medi‑Cal, County contracts, grants, commercial insurance, other funding); track billing performance, reimbursement trends, denial rates, claim aging, and collections; collaborate with Accounting, Revenue Cycle and Operations to identify and resolve billing/reimbursement issues affecting the budget; evaluate 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 for 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.
Requirements
- 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.
Skills
- 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 BI 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
We need to ensure we didn't include any boilerplate like EEO etc. We removed.
Check for any repeated lines: we didn't.
Make sure we didn't include any "Position Summary" heading; we omitted it but we need to preserve its content. The Position Summary paragraph: "We are seeking a highly analytical and mission-driven FP&A Analyst to support the financial planning, reporting, budgeting, forecasting, and revenue cycle analytics functions of our growing behavioral health organization. The ideal candidate will bring strong financial acumen, healthcare reimbursement knowledge, and experience working with public behavioral health funding models, particularly within Santa Clara County Behavioral Health Services, Medi-Cal programs, or comparable California county behavioral health systems. This role will partner closely with Finance, Accounting, Revenue Cycle, Clinical Operations, and Program Leadership to provide actionable financial insights, improve reimbursement performance, monitor contract utilization, and support strategic decision-making. A successful candidate will have a strong understanding of behavioral health billing, denial management, reimbursement rates, cost reporting, and Maximum Financial Obligation (MFO) processes."
We need to preserve that info. Where to put? Could be part of Responsibilities or a separate "Overview" section. Since we have no heading for overview, we could incorporate into Responsibilities as an introductory paragraph before the list, or create a section "Position Summary". The instruction: use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It didn't forbid other headings, but we should follow examples. However we can include a heading like "Position Summary" if we want, but it's not in the list. Safer to embed that paragraph as a
before the Responsibilities list, maybe under a heading "About the role". The instruction says use
for section headings (e.g. About the role, Responsibilities...). So we can use "About the role" heading for that summary. Let's do that.
Thus:
About the role
[the position summary paragraph]
Then Responsibilities etc.
Make sure we didn't duplicate content already in Responsibilities. The summary is distinct.
Now ensure we didn't miss any details: The defined contribution amount up to $15,433.08 per year (prorated). We included.
Retirement plan with generous employer match starting at 4% after one year.
Paid time off: vacation up to 25 days, 6 sick days, 12 paid holidays.
Cafeteria plan details: we included.
Check for any other
for prose. We must not repeat job title as heading. No Job ID etc. Remove boilerplate. We need to preserve all substantive info. Let's parse the posting. First lines: "Mon-Fri 8:30am-5:00pm with additional hours during 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 PPOsVision benefits – 2 options from Guardian VSP: a standard vision plan and an enhanced vision plan" Then "Position Summary" paragraph. Then "Essential Duties And Responsibilities" with bullet points. Then "Education And Experience" with bullet points. Then "Behavioral Health & County Experience" with bullet points. Then "Technical Skills" with bullet points. Then "Preferred Qualifications" with bullet points. Then "Core Competencies" with bullet points. We need to decide which sections to include: Pay, Schedule, Benefits, Responsibilities, Requirements (maybe Education & Experience), Qualifications (maybe Preferred Qualifications), Skills (Technical Skills), Core Competencies maybe as Skills? But we can include separate sections if content present. We must not create sections with filler like "commensurate with experience". We have actual specifics. Schedule: "Mon-Fri 8:30am-5:00pm with additional hours during planning cycle*". That's schedule info. Pay: "$95K - 130K per year depending on the relevant years of experience." Benefits: defined contribution, retirement plan, PTO, cafeteria plan details. We can combine benefits into a Benefits section. Responsibilities: list of duties under Essential Duties And Responsibilities. Requirements: Education And Experience (maybe also Behavioral Health & County Experience). Could combine as Requirements. Qualifications: Preferred Qualifications. Skills: Technical Skills. Core Competencies: maybe as Skills or separate section; but we can include as a section "Core Competencies". It's substantive. We must not duplicate content. We need to output only HTML fragment. Let's craft. Structure:
Schedule
Mon-Fri 8:30am-5:00pm with additional hours during planning cycle.
Pay
The pay range is $95K - $130K per year, depending on relevant years of experience.
Benefits
- Competitive benefits package for 30‑ to 40‑hour week positions.
- Defined contribution of up to $15,433.08 per year (prorated for
- Retirement plan with employer match starting at 4% after one year of employment.
- Paid time off: vacation accrues up to 25 days per year, 6 sick days per year, 12 paid holidays.
- Cafeteria plan options:
- Medical: Kaiser plans ranging from $0 deductible with $15 copay to $3,400 deductible with HSA; Sutter Health plans from $0 deductible to $2,500 deductible.
- Dental: Guardian – 1 dental HMO and 2 PPOs.
- Vision: Guardian VSP – standard and enhanced vision plans.
- for any list of duties/requirements/benefits. Could have nested lists but still okay.
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 KPIs for executive leadership.
- Behavioral Health Revenue Analysis: monitor and analyze behavioral health revenue streams (Medi‑Cal, County contracts, grants, commercial insurance, other funding); track billing performance, reimbursement trends, denial rates, claim aging, and collections; collaborate with Accounting, Revenue Cycle and Operations to identify and resolve billing/reimbursement issues affecting the budget; evaluate 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 for 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.
Requirements
- 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.
Skills
- 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 BI 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
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It didn't forbid other headings, but we should follow examples. However we can include a heading like "Position Summary" if we want, but it's not in the list. Safer to embed that paragraph as a
before the Responsibilities list, maybe under a heading "About the role". The instruction says use
for section headings (e.g. About the role, Responsibilities...). So we can use "About the role" heading for that summary. Let's do that. Thus:
About the role
[the position summary paragraph]
Then Responsibilities etc. Make sure we didn't duplicate content already in Responsibilities. The summary is distinct. Now ensure we didn't miss any details: The defined contribution amount up to $15,433.08 per year (prorated). We included. Retirement plan with generous employer match starting at 4% after one year. Paid time off: vacation up to 25 days, 6 sick days, 12 paid holidays. Cafeteria plan details: we included. Check for any other