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Financial Planning Analyst at PacificSource in Springfield, Oregon

Posted in Other 30+ days ago.

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Job Description:

Looking for a way to make an impact and help people?

Join PacificSource and help our members access quality, affordable care!

PacificSource is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, or other protected status, such as race, religion, color, national origin, sex, sexual orientation, gender identity or age.

Diversity and Inclusion: PacificSource values the diversity of the people we hire and serve. We are committed to creating a diverse environment and fostering a workplace in which individual differences are appreciated, respected and responded to in ways that fully develop and utilize each person's talents and strengths.

Gather and prepare data to report financial information to internal management and external users. Assist with preparation of financial statements on a quarterly and annual basis, as well as annual budgets.

Essential Responsibilities:
  • Assist with preparation of monthly consolidated internal financial statements for PacificSource and subsidiary companies.
  • Assist with recording monthly administrative services agreement entries and investments in subsidiaries.
  • Assist with distribution of monthly department reports to managers and Assist with responding to questions.
  • Assist with preparation of supporting financial schedules and presentations for CFO reports on monthly or as needed.
  • Assist with preparation of annual budget for PacificSource and subsidiary companies.
  • Assist with preparation of budget packets for distribution to management and Board of Directors.
  • Assist with preparation of financial data for monthly Coordinated Care Organization board meetings.
  • Assist with preparation of quarterly Oregon Health Authority Exhibit L reports.
  • Assist with maintenance of financial reports and creation of additional reports as needed.
  • Assist with financial dashboard development and reporting.
  • Assist with analyzing variances compared to prior reporting periods and perform analytic procedures to identify financial trends and correct errors.
  • Assist with annual CPA audit for PacificSource and subsidiary companies. Assist with other audits as needed.
  • Assist with preparation of quarterly and annual National Association of Insurance Commissioners (NAIC) statements, as needed.
  • Work collaboratively with other employees engaged in general accounting activities. Coordinate accounting matters with other departments.

Supporting Responsibilities:
  • Perform other accounting tasks or projects as needed.
  • Responsible for process improvement and working with other departments to improve interdepartmental processes. Utilize lean methodologies for continuous improvement. Utilize visual boards and daily huddles to monitor key performance indicators and identify improvement opportunities.
  • Meet department and company performance and attendance expectations.

  • Follow the PacificSource privacy policy and HIPAA laws and regulations concerning confidentiality and security of protected health information.

Work Experience: At least two years of financial accounting or other equivalent experience required.

Education, Certificates, Licenses: Requires BA or BS in Finance, Business or Accounting and CPA license preferred.

Knowledge: A comprehensive understanding of accounting and business practices. Systems analysis and documentation skills. Process flowcharting capabilities. Familiarity with regulatory environment. Excellent data management, computer and communication skills. Proficient in Microsoft Excel. Requires ability to define and prioritize problems and manage workload without direct supervision.

  • Adaptability
  • Building Customer Loyalty
  • Building Strategic Work Relationships
  • Building Trust
  • Continuous Improvement
  • Contributing to Team Success
  • Planning and Organizing
  • Work Standards

Environment: Work inside in a general office setting with ergonomically configured equipment. Travel is required approximately less than 5% of the time.

Our Values
  • We are committed to doing the right thing.
  • We are one team working toward a common goal.
  • We are each responsible for customer service.
  • We practice open communication at all levels of the company to foster individual, team and company growth.
  • We actively participate in efforts to improve our many communities-internally and externally.
  • We encourage creativity, innovation, and the pursuit of excellence.

Physical Requirements: Stoop and bend. Sit and/or stand for extended periods of time while performing core job functions. Repetitive motions to include typing, sorting and filing. Light lifting and carrying of files and business materials. Ability to read and comprehend both written and spoken English. Communicate clearly and effectively.

Disclaimer: This job description indicates the general nature and level of work performed by employees within this position and is subject to change. It is not designed to contain or be interpreted as a comprehensive list of all duties, responsibilities, and qualifications required of employees assigned to this position. Employment remains AT-WILL at all times.