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Sr Financial Analyst, Portland, OR


Organization: Health Share of Oregon
Category: Finance
Location: Portland, OR
Date Job Posted: March 23, 2021
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Sr Financial Analyst

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Health Share of Oregon

Health Share of Oregon, based in Portland, is the largest of the state’s 16 Coordinated Care Organizations. Founded in 2012, we are a novel collaboration of 11 private and public organizations: Adventist Health, CareOregon, Central City Concern, Clackamas County, Kaiser Permanente, Legacy Health, Multnomah County, Oregon Health & Science University, Providence Health & Services, Tuality Healthcare and Washington County. Together, we serve a diverse population of Oregon Health Plan (Medicaid) clients living in Clackamas, Multnomah and Washington counties.

Our employees help a community-wide partnership deliver integrated health care and ensure high quality, cost-effective care for Oregon Health Plan members in the Portland metro area. We foster a community of sharing and learning among our partners by identifying and promoting best practices, process enhancements and clinical expertise.

Our employees say that Health Share is an inspiring place to work. They appreciate the opportunity to be part of a visionary and trailblazing organization. We know that our employees are passionate, committed and that they excel in their work. Our values are simple:

  • We put the member voice and experience at the center of what we do
  • We believe health equity is achievable
  • We honor our commitments
  • We are catalysts for continuous improvement
  • We operate transparently and use data to guide our work
  • We work in partnership to maximize our resources

General Statement of Duties

The Senior Financial Analyst position is responsible for analyzing health plan and financial data, rate development preparation and processes, risk adjustment processes, internal financial analysis, budgeting, forecasting and special projects.

Essential Position Functions

  • Analyzes financial data to identify trends, and to explain and document financial variances.
  • Analyzes health care claims databases, for purposes inclusive of application of managed care payment rate development and risk adjustment methodologies, as well as the decision-making needs of various stakeholders.
  • Prepares complex financial calculations, analysis and forecasting (both internal and external).
  • Provides general accounting and analytic assistance to all areas of Finance.
  • Provides functional advice and/or training to other Finance team members.
  • Prepares financial, budget and/or other analysis reports for internal review and other purposes.
  • Assists in year-end actuarial analysis and work paper preparation.
  • Prepares reporting related to alternative payment methodologies, and models and may assist in related scenario modeling and reforecasting.
  • Communicates and coordinates with other departments to research complex medical and administrative financial issues and variances.
  • Performs clerical tasks as needed such as scanning, copying, data compilation.
  • Works to improve the department’s processes, policies and procedures.
  • Performs analysis on a wide scope of special projects as assigned.

Essential Department and Organizational Functions

  • Adherence to established internal control procedures for all finance functions.
  • Demonstrate professional attitude and ability.
  • Propose and implement process improvements.
  • Meet deadlines for completion of workload.
  • Maintain agreed upon work schedule.
  • Demonstrate cooperation and teamwork.
  • Provide cross-training on specific job responsibilities.
  • Meet identified business goals that contribute to departmental goals.
  • Perform other duties as needed.

Knowledge, Skills and Abilities Required

  • Advanced knowledge of financial modeling methodologies and analytical tools
  • Ability to prepare concise, clear and time-sensitive documentation of financial analysis performed
  • Excellent communication and interpersonal skills; ability to effectively present data and share information with employees, internal leadership, and third-party stakeholders such as affiliated organization leaders, auditors and actuaries
  • Ability to apply knowledge of GAAP and Statutory Accounting Principles
  • Advanced Excel, SQL, mathematical, and data analysis skills
  • Ability to take the lead role on special projects
  • Demonstrated ability to quickly learn and master new software programs and tools
  • Cooperation and teamwork
  • Ability to perform work with minimal supervision
  • Ability to anticipate, prepare for and meet deadlines
  • Ability to independently act as a problem solver
  • Ability to manage multiple tasks and time-sensitive deadlines
  • Ability to concisely communicate (both in writing and verbally) in a timely fashion project status and other issues to employees with and without backgrounds in accounting
  • Ability to work in an environment with diverse individuals and groups

Education and/or Experience

Bachelor’s degree in Finance, Business, or related field and minimum 5 years’ related work experience required, demonstrating the ability to work with both complex financial statements and financial information with limited supervision and/or assistance. Experience should also include several years SQL experience. Preference may be given to candidates with a CPA license and/or accounting experience in the healthcare industry.

Working Conditions

  • Environment: This position’s primary responsibilities typically take place in the following environment(s) (check all that apply on a regular basis):
    ☒ Inside/office ☐ Clinics/health facilities ☐ Member homes
    ☐ Other_________________________________________
  • Travel: This position may include occasional required or optional travel outside of the workplace, in which the employee’s personal vehicle, local transit, or other means of transportation may be used.
  • Equipment: General office equipment
  • Hazards: n/a

Health Share of Oregon is an equal opportunity employer. The organization selects the best individual for the job based upon job related qualifications, regardless of race, color, religion, sexual orientation, national origin, gender, gender identity, age, veteran status, ancestry, marital status, or disability. The organization will make a reasonable accommodation to known physical or mental limitations of a qualified applicant or employee with a disability, unless the accommodation will impose an undue hardship on the operation of our organization.


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