The posting
Fiscal Program Analyst, Sr.
Job Overview
Location: Lloyd Corporate Plaza, NE Portland Schedule: Monday through Friday, typically 8:30 a.m. to 5:00 p.m.
Salary: $94,078 - $100,768 per year
The Senior Fiscal Program Analyst provides fiscal leadership and analytical support across Cascadia Health programs, including financial planning, budgeting, forecasting, and performance analysis. The role drives improvements in program and contract performance, strengthens financial processes and systems, supports and trains Fiscal Analysts, and prepares financial materials for audits and the annual negotiated indirect cost rate proposal.
This position must understand, appreciate, and respect the diversity and cultural differences within our Cascadia community. As such, it is expected that this position promotes integrated care, our vision of trauma-informed and person-first approaches, and helps create a work environment of inclusion, safety, and acceptance.
Essential Duties
This position description is not intended to be an all-inclusive list of responsibilities, skills, or working conditions associated with the position. Management reserves the right to modify, add, or remove duties as necessary.
General:
- Prepare and deliver schedules, reports, and supporting documentation for the annual financial and Single Audits, including preparation of the Schedule of Expenditures of Federal Awards (SEFA).
- Coordinate financial documentation and support for external partner audits, including those conducted by Multnomah County, the State of Oregon, the Homeless Services Division, and other funding or regulatory partners.
- Prepare the annual indirect cost rate proposal and related supporting documentation.
- Support the annual organizational budgeting process, including budget development and review with non-clinical programs such as primary care and other programs as needed.
- Conduct in-depth program budget and financial analysis to support financial planning, decision-making, and discussions or negotiations with payers.
- Prepare monthly financial statements in coordination with the Controller.
- Monitor deferred revenue balances and support the monthly reconciliation and recognition of grant and contract revenue.
- Serve as a financial resource for grant applications and RFP responses, providing financial data, analysis, and budget support as needed.
- Develop ad hoc financial and operational reports using Workday and EPIC data, collaborating with Business Intelligence when additional reporting or technical support is required.
- Identify and recommend opportunities to improve the efficiency, accuracy, and effectiveness of financial processes, reporting, and systems.
- Provide leadership, guidance, and ongoing training to fiscal analysts to promote consistent financial practices and strengthen team capabilities.
- Train and support Program Managers and Directors in financial management, budget oversight, cost-control strategies, and interpretation of financial data.
- Perform other duties as assigned.
Regulatory & Compliance:
- Comply with laws, regulations, policies, and procedures under which the program and company operates.
- Adhere to confidentiality expectations, including HIPAA and 42CFR regulations requirements.
- Maintain professional knowledge and skills through required annual employee training, seminars, continuing education, and other professional development opportunities.
- Participate in scheduled staff meetings, supervision sessions, departmental meetings, and agency meetings, including meetings held offsite as needed.
- Respect and honor client rights and responsibilities and demonstrate professional boundaries and ethics.
- Maintain accurate and up-to-date documentation that ensures compliance with all agency policies and procedures and local, state, and federal regulations.
- Understand safety regulations and evacuation procedures; participate in regular safety drills in compliance with program policies and procedures.
- Complete assigned employee training in compliance with program and company requirements.
Qualifications
Education:
Required: A Bachelor's degree in business accounting or relevant field from an accredited college or university
A minimum of five years’ full-time professional accounting experience relevant to the position may be substituted for a bachelor’s degree
Experience:
Required:
A minimum of 3 years of relevant experience.
Preferred:
Progressive experience working in a nonprofit or healthcare organization is preferred.
Specialized Knowledge, Skills, & Abilities:
- Knowledge of accounting and budgeting principles, financial reporting, and research methods.
- Knowledge of accounting and financial management systems; Workday Financials and Contracts.
- Advanced proficiency in Microsoft Excel, including PivotTables, lookup functions, and other data analysis tools.
- Ability to analyze, interpret, and report financial and operational data, including preparing complex reports and basic statistical calculations.
- Experience with data management systems, including relational databases, queries, data retrieval, and reporting; familiarity with Microsoft Access or similar tools preferred.
- Ability to effectively use computer hardware and software required for the position and adapt to changing technology.
- Ability to research, interpret, explain, and apply applicable laws, regulations, policies, procedures, and other requirements related to program and fiscal operations.
- Effective communication, active listening, interpersonal, and customer service skills, with the ability to work proactively and effectively both independently and as part of a team.
Other:
Must have the ability to travel to multiple locations throughout the Portland Metro area.
Must have the ability to perform CPR and properly use AED equipment. BLS certification training will be provided within the first 60 days of hire for client-facing staff, and CPR certification training will be provided within 120 days for all other staff. Certification must remain current.
Core Competencies
Teamwork:
Contribute to a culture that promotes cooperation, respectful communication, and mutual trust. Collaborate across interdisciplinary teams by working together and sharing ideas, skills, and knowledge to achieve common goals. Foster environment that fuels creativity by combining differing perspectives and experiences to generate innovative solutions.
Ethics, Values, & Integrity:
Maintain a respectful work environment where decisions are transparent and objective. Hold yourself and Cascadia Health accountable for their actions while contributing to a positive organizational culture.
Emotional Awareness: Understand and manage one’s own emotions while respecting diverse emotional expressions and communication styles of others. This includes recognizing the varied ways emotions can influence thoughts and behaviors and adapting interactions to enhance interpersonal effectiveness and self-awareness.
Culture:
Positively contributes to a work environment that values all individuals. Evaluate social situations to determine what is expected or required to recognize the feelings and intentions of others.
Safety:
Actively contribute to the safety and welfare of the Cascadia community through prevention, education, and awareness. Participate in and promote a work environment that identifies and prevents workplace safety issues.
Working Conditions
Work is performed in the administrative office. The work involves addressing new and unusual circumstances, requiring flexibility in time management and exercising sound judgement
Employees are responsible for obtaining and maintaining all licenses, certifications, registrations, and other credentials required for their position. Required credentials must remain active and in good standing as a condition of employment. Candidates are encouraged to familiarize themselves with any applicable credentialing requirements, including associated fees and renewal or maintenance obligations, prior to applying.
Benefits
We offer generous benefits for our full-time and part-time employees (20 hours + pro-rated) including:
- Generous Paid Time Off Package - Full-time employees earn 6 weeks of PTO in their first year!
- Medical and Dental Coverage (begins 1st of the month following hire date)
- VSP Vision Discount Plan
- 403(b) Retirement Plan - Eligible after 60 days with immediate 100% vesting and a 1-to-1 company match up to 3% per pay period, plus the opportunity for an additional discretionary contribution (up to 5%) at the end of the fiscal year.
- Flexible Spending Account (FSA) (Medical, dependent care, and transportation options)
- Short-Term Disability, Long-Term Disability, and Life Insurance
- Paid Bereavement and Jury Duty Leave
- Length of Service Award
- Voluntary Life Insurance
- Supplemental Insurance
- Student loan forgiveness options
Wellness Benefits:
- Employee Assistance Program (EAP)
- Bike to Work Reimbursement
Starting Rate Range in USD ($)
$92,193.27 - $98,788.89
