Sr. Finance Partner

Position Overview: The Senior Finance Partner supports the Finance department in providing strategic financial leadership. This role coordinates financial inputs to create efficient and effective financial plans, and applies analytical thinking to evaluate the financial impact of business decisions. This position also includes analyzing contract rates utilizing financial models to determine appropriate and comparable rates. The Senior Finance Partner is required to analyze data from the existing claims system using SQL and/or other comparable advanced database skills. An accounting/finance background is helpful as the position includes reviewing, researching, and understanding financial statements and projections. Core Expectations: Community Behavioral Health (CBH) will hold each employee accountable for the following expectations which align with our mission, vision, and corporate code of conduct. Perform key responsibilities as detailed in this job description in a dependable, responsible, and positive manner, consistent with all state and federal guidelines. Serve as a role model by exemplifying professional behavior, language, skills, and attire in order to promptly and accurately serve the needs of stakeholders, members and their families. Assure adherence to CBH policies and procedures so that all work is of the highest quality and delivered in the most culturally competent and cost effective manner. Promote and manage diversity and acceptance within CBH and with all members and stakeholders by honoring and respecting their individuality, dignity and rights. Offer suggestions and develop solutions to help promote effective and efficient work processes and innovative programs. Actively participate in required meetings and complete all mandatory trainings. Maintain high levels of advocacy and member confidentiality to ensure the success of CBH and our mission. Assist in assuring both internal and external program integrity by being alert to and reporting suspected instances of provider and employee fraud, waste or abuse. Essential Functions: Analyze data from the existing claims system using SQL and/or other comparable advanced database skills Assist with preparation of monthly, quarterly and annual reconciliations and reports as needed Monitor the organization's financial performance and identify areas of improvement Coordinate with other departments to ensure financial accuracy and consistency Manage the budgeting and forecasting process Develop and implement effective strategies to achieve financial objectives Liaise with external audit teams and ensure compliance with financial regulations Develop and monitor financial controls and policies Report findings and present recommendations to senior management and executive management as required Present and advise senior management on financial matters and provide guidance on financial decisions Review and reconcile financial data from providers related to value based contracting models or rate enhancement Participate in logic development, visual views and enhance financial tools and models Position Requirements: The successful candidate will have a minimum of Bachelor's degree in Business Administration, Science (Finance, Accounting, Economics, etc.) or related. License/Certification: CPA or CFA helpful but not required Minimum of 3 years' experience as an Analyst - varies depending on candidate's existing technical skills (Excel, SAS, SQL, Python) and demonstrated ability to grasp new concepts/techniques. Medicaid-related and health care proposal experience strongly preferred. Skills: Ability to solve problems and deal with a variety of concrete variables in situations where only limited standardization exists Demonstrated excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail Ability to read, analyze and interpret both internal and external documents such as Request for Proposals, Budget Information, Financial Statements, The Pennsylvania Code, governmental regulations, policies, proposals, and standard operating procedures Data management skills with abilities to digest vast amounts of data, manipulate it, and identify correlations though a variety of statistical techniques. Excellent oral and written communication skills and show a demonstrated ability to absorb information quickly. Training / experience with Microsoft Office products; very high-level of proficiency with Microsoft Excel Ability to work independently and accurately with a high regard for attention to detail. Exceptional time management skills, able to respond to changing priorities. Ability to think strategically with excellent quantitative skills Detailed oriented and able to multi-task. Time management skills with the ability to prioritize as necessary Excellent interpersonal, verbal, presentation and written communication skills. Superior analytical and problem solving skills. Critical thinker with proven ability to objectively assess each opportunity and creatively develop a methodology to compile, analyze, and interpret the data required to recommend an appropriate course of action. Core Competencies: Teamwork and Collaboration: Build and sustain relationships with co-workers and stakeholders and support efforts and deliverables. Encourage unity and help remove barriers to productivity and success. Respect: Treat each other and our members and stakeholders with respect and sensitivity, recognizing the importance of diversity. Member Centric: Focus on the needs of our members by providing value-added services, promoting strong relationships and going beyond basic expectations to achieve the best possible outcomes. Honesty and Integrity: Be open and honest in all we do. Maintain the highest level of integrity at all times. Commitment to Service Excellence: Challenge ourselves to be forward-thinking and committed to providing total member and stakeholder satisfaction, first-in-class service and high quality, innovative programs. Compassion and Empathy: Demonstrate a deep appreciation for another's situation and point of view. Pay attention to emotional cues, listen effectively and show an exceptional level of caring about each person's perspectives and circumstances. Problem Solving: Build and implement logical solutions to resolving challenges/issues by using individual knowledge and experience while taking resources, constraints and CBH values into consideration. Initiative and Self-Directed: Proactively manage time and resources in a way that ensures that all work is done in the most efficient manner while identifying and implementing initiatives without interventions from co-workers, supervisors or stakeholders. Flexibility and Adaptability: Adjust approaches and behaviors in order to meet the constantly changing environment head-on and accomplish CBH and individual goals. Strive to adapt to, accept and embrace change within areas of responsibility. Communication: Effectively and appropriately share thoughts, ideas and information - both written and oral. Respectfully listen to co-workers and stakeholders to gain a full understanding of issues/situations. Leadership Competencies: Strategic Thinking: Understand and integrate the long-term vision of CBH and focus current activities on what is critical to achieve future success including formulating objectives/priorities and developing and implementing breakthrough ideas. Leadership: Effectively manage and guide efforts to address challenges and drive continuous improvement for CBH's programs, services and processes. Develop and implement effective strategies and appropriate interpersonal styles to influence and guide others. Employee Development: Recognize and promote the necessity to hire, assess, develop and retain high quality talent. Acknowledge strengths and weaknesses in team members through an ongoing performance management process that provides timely feedback in order to help them develop and enhance performance. Philadelphia Residency Requirement: The successful candidate must be a current Philadelphia resident or become a resident within six months of hire. U.S. Authorization Requirement: CBH does not provide sponsorship for applicants requiring future work authorization. All candidates must be legally authorized to work in the United States without requiring sponsorship now or in the future. Equal Employment Opportunity: We strive to promote and sustain a culture of diversity, inclusion and belonging every day. CBH is an equal opportunity employer. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on all qualified individuals. This is without regard to race, ethnicity, creed, color, religion, national origin, age, sex/gender, marital status, gender identity, sexual orientation, gender identity or expression, disability, protected veteran status, genetic information or any other characteristic protected individual genetic information, or non-disqualifying physical or mental handicap or disability in each aspect of the human resources function by applicable federal, state, or local law. Requesting An Accommodation: CBH is committed to providing equal employment opportunities for individuals with disabilities or religious observance, including reasonable accommodation when needed. If you are hired by CBH and require an accommodation to perform the essential functions of your role, you will be asked to participate in our accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodation once hired. If you would like to be considered for employment opportunities with CBH and have accommodation needs for a disability or religious observance, please send us an email at

Created: 2024-11-05