Bachelor's degree in Finance, Accounting, Business Administration, Economics, Healthcare Administration, or related field; or equivalent experience.
Minimum of 3 years in FP&A, financial analysis, or healthcare finance; or 3-5 years in healthcare finance or government-funded programs.
Demonstrated experience with Santa Clara County Behavioral Health Services or similar public systems.
Strong understanding of behavioral health billing, Medi-Cal funding, and reimbursement processes.
Advanced proficiency in Microsoft Excel and experience with financial reporting systems.
Responsibilities
Develop and enhance financial models for budgeting and forecasting.
Prepare financial analyses and variance reports regularly.
Analyze revenue and expenses to identify trends and opportunities.
Support budgeting and forecasting processes across programs.
Produce financial dashboards and KPIs for leadership.
Monitor and analyze behavioral health revenue streams and billing performance.
Collaborate with teams to resolve billing and reimbursement issues.
Benefits
Defined contribution up to $15,433.08 per year for benefits of choice.
Generous retirement plan with 4% employer match after one year.
Accrue up to 25 days of vacation and 6 days of sick time per year.
12 paid holidays annually.
Cafeteria plan with various medical, dental, and vision options.
Full Job Description
**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.
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
