Financial Analyst II (Budgeting)

Financial Analyst II (Budgeting)

Join Us in this Amazing Opportunity The Team You'll Join We are a mission driven community-based organization that serves member health with excellence and dignity, respecting the value and needs of each person. If you are ready to advance your career while making a difference, we encourage you to review and apply today and help us build healthier communities for all.

More About the Opportunity We are hoping you will join us as a Financial Analyst II (Budgeting) and help shape the future of healthcare where you'll be an integral part of our Budget team, helping to strive for excellence while we serve our member health with dignity, respecting the value and needs of each of our members through collaboration with our providers, community partners and local stakeholders. This position has been approved to be Full Office for a 30 day training period (will move to Partial Telework after training period) .

If telework is approved, you are required to work within the State of California only and if Partial Telework, also come in to the Main Office in Orange, CA, at least two (2) days per week minimum.

The Financial Analyst II (Budgeting) will support CalOptima Health's Budget department in developing, monitoring and analyzing administrative, medical management and capital budgets. You will work collaboratively with departments across the organization to ensure budgets are accurate, comprehensive and aligned with strategic and operational priorities. You will provide sound judgment and a solid understanding of budgeting and accounting principles to support planning and decision-making processes. Together, we are building a stronger, more equitable health system.

Your Contributions To the Team:

• 90% - Budget Support
• Assists the team in carrying out department responsibilities and collaborates with others to support short- and long-term goals/priorities for the department.
• Supports the development, analysis and preparation of the annual administrative, medical management and capital budgets, ensuring alignment with organizational goals.
• Partners with department leaders to collect, validate and analyze budget data and provide recommendations to assist in preparing achievable and sound budgets.
• Collaborates with the Information Technology (IT) teams to monitor, track and analyze IT operating and capital budgets, ensuring expenditures align with approved plans.
• Monitors budget performance on an ongoing basis, identifying trends, risks and opportunities to deliver clear, data-driven insights and recommendations to leadership.
• Assists in preparing variance analyses by identifying key factors contributing to budget deviations and summarizing findings to support departmental decision making.
• Researches current and emerging budget-related issues and provides informed guidance to department leaders on potential impacts and best practices.
• Assists in preparing executive level financial reports, presentations and dashboards to support strategic discussions and operational planning.
• Maintains the accuracy, integrity and consistency of financial data across systems and reports.
• 10% - Other
• Completes other projects and duties as assigned.

Do You Have What the Role Requires?

Bachelor's degree in business administration, finance, accounting or related field PLUS 3 years of experience in accounting, finance or budgeting required; an equivalent combination of education and experience sufficient to successfully perform the essential duties of the position, such as those listed above, may also be qualifying.

You'll Stand Out More If You Possess the Following:

Experience in budgeting, forecasting and financial modeling.

Your Knowledge & Abilities to Bring to this Role:

Develop rapport and establish and maintain effective working relationships with CalOptima Health's leadership and staff and external contacts at all levels and with diverse backgrounds.

Work independently and exercise sound judgment.

Communicate clearly and concisely, both orally and in writing.

Work a flexible schedule; available to participate in evening and weekend events.

Organize, be analytical, problem-solve and possess project management skills.

Work in a fast-paced environment and in an efficient manner.

Manage multiple projects and identify opportunities for internal and external collaboration.

Motivate and lead multi-program teams and external committees/coalitions.

Utilize computer and appropriate software (e.g., Microsoft Office: Word, Outlook, Excel, PowerPoint) and job specific applications/systems to produce correspondence, charts, spreadsheets, and/or other information applicable to the position assignment.

Your Physical Requirements (With or Without Accommodations):

Ability to visually read information from computer screens, forms and other printed materials and information.

Ability to speak (enunciate) clearly in conversation and general communication.

Hearing ability for verbal communication/conversation/responses via telephone, telephone systems, and face-to-face interactions.

Manual dexterity for typing, writing, standing and reaching, flexibility, body movement for bending, crouching, walking, kneeling and prolonged sitting.

Lifting and moving objects, patients and/or equipment 10 to 25 pounds

Ways We Are Here For You:

You'll enjoy competitive compensation for this role.

Our current hiring range is: Pay Grade: 312 - $84,092 - $134,548 ($40.43 - $64.6865). The final salary offered will be based on education, job-related knowledge and experience, skills relevant to the role and internal equity among other factors.

This position is approved for Full Office for a 30 day training period (will move to Partial Telework after training period). (**If the position is Telework, it is eligible in California only**)

A generous PTO program

A quality work life balance

Various wellness programs

Tuition Reimbursement

Professional development opportunities

Career development opportunities

Flexible scheduling

And the satisfaction of knowing your work directly impacts and improves healthcare access for thousands of individuals and families.

Our Work Environment:

If located at the 500, 505 Building or a remote work location:

Work is typically indoors and sedentary and is subject to schedule changes and/or variable work hours, with travel as needed.

There are no harmful environmental conditions present for this job.

The noise level in this work environment is usually moderate.

If located at PACE:

Work is typically indoors in a clinical setting serving the frail and elderly.

There may be harmful or hazardous environmental conditions present for this job.

The noise level in this work environment is usually moderate to loud.

If located in the Community:

Work is typically indoors and sedentary and is subject to schedule changes and/or variable work hours, with travel as needed.

Employee will occasionally work outdoors in varied temperatures.

There may be harmful or hazardous environmental conditions present for this job.

The noise level in this work environment is usually moderate to loud.

Why Join Us? We believe that diverse perspectives drive innovation. Each employee brings a unique perspective to the overall team and we value everyone's input and we are committed to creating an inclusive environment where you and every team member can thrive while making a meaningful impacts on our community members. Our team reflects and represents the communities we serve, and we welcome candidates from all backgrounds who share our commitment to accessible, quality healthcare.

What's Your Next Step? All Applications will be accepted on a continuous basis until a sufficient number of qualified applications have been received. Do NOT miss out. If you want to join our team, the deadline for the first review of applications is May 26, 2026 at 9:00 PM (PST). We are encouraging you to apply early. If you apply after the first review date, your application is not guaranteed to be considered for this recruitment. This recruitment may close at any time without notice after the first review date.

Our Commitment to You Your application and resume will be reviewed by a dedicated recruiter to this position. If your experience matches what we need, we will reach out to you to discuss the next steps. The selection process may include, but is not limited to, a skills assessment, phone screen and interview. If you make it through the steps above and are selected for this exciting role, you will be required to undergo a reference and a background check (to include a conviction record) and if applicable also pass a drug screening and/or a post-offer pre-employment medical examination (for specific positions) If you are an Internal CalOptima Health applicant, please apply through the internal portal on InfoNet. We will make sure to keep you