Sr. Budget And Reporting Analyst

San Francisco Health Plan San Francisco , CA 94118

Posted 1 week ago


Are you ready to have a direct impact in shaping the future of healthcare?

In this organizationally critical role, you will be responsible for coordinating fiscal planning, development, implementation and monitoring of SFHP's annual operating and capital budgets. You will also perform financial, enterprise project and statistical analysis needed to support key senior management decision making and monitor actual financial performance and compare it to budgetary projections, analyzing and interpreting variances.


  • Maintain a thorough understanding of the SFHP financial reporting and general ledger structure.

  • Coordinate the development, implementation and monitoring of the SFHP's annual operating, capital and enterprise project budgets, ensuring departmental budget requests conform with annual guidelines.

  • Provide analysis of actual operating results of each department monthly and year-to-date and compare to projected performance; interprets data and presents the results of SFHP financial operations to the CEO and Finance management; provides financial analyses, reports and information to department heads to assist in decision-making.

  • Monitor financial trends and budgeted revenues and expenditures of SFHP to ensure that fiscal responsibility and control is maintained and to assure the fiscal well-being of SFHP.

  • Coordinate, prepare and distribute all required external regulatory financial reports on a monthly, quarterly and annual basis.

  • Contribute to the annual audit conducted by SFHP's independent audit firm. Ensure availability and participation during interim and year-end field work through to finalization of the audit report.

  • Play a critical role in regulatory requests such as: annual Medi-Cal Rate Development Template (RDT), monthly supplemental capitation, both ad hoc and routine regulatory data requests.

  • Represent the Finance department on cross-functional project teams. Provide guidance to project sponsors and business leads and work closely with the Finance management on enterprise project budgeting initiatives.

  • Promote continuous improvement/process improvement concepts within the Finance area as well as across the organization, identifying and capitalizing on process efficiency improvement opportunities.


  • A Bachelor's degree in Accounting or related field.

  • 3-5 years of successful accounting and financial reporting work experience.

  • Demonstrated experience in the preparation, or financial planning and analysis of, annual operating budgets.

  • Prior experience within a health care organization; experience with a health plan preferred.

  • Experience in a Great Plains (Microsoft Dynamics) and Adaptive Insights is highly desired.

  • Strong initiative, critical thinking and collaboration skills.

  • Expert knowledge of finance, accounting, budgeting and cost control principles, including General Accepted Accounting Principles (GAAP).


Established in 1997, San Francisco Health Plan (SFHP) is a an award winning, managed care health plan whose mission is to provide affordable health care coverage to the underserved low and moderate-income residents in San Francisco county. SFHP is chosen by eight out of every ten San Francisco Medi-Cal managed care enrollees and its 145,000+ members have access to a full spectrum of medical services including preventive care, specialty care, hospitalization, prescription drugs, and family planning services. SFHP was designed by and for the residents it serves, and takes great pride in its ability to accommodate a diverse population that includes young adults, seniors, and people with disabilities.

San Francisco Health Plan is an Equal Opportunity Employer (EOE) M/F/D/V

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Senior Accounting Analyst Reporting And Technical Accounting

Allogene Therapeutics, Inc.

Posted 1 week ago

VIEW JOBS 4/12/2019 12:00:00 AM 2019-07-11T00:00 Allogene Therapeutics, with headquarters in South San Francisco, is a clinical-stage biotechnology company pioneering the development of allogeneic chimeric antigen receptor T cell (AlloCAR T™) therapies for cancer. Led by a world-class management team with significant experience in cell therapy, Allogene is developing a pipeline of "off-the-shelf" CAR T cell therapy candidates with the goal of delivering readily available cell therapy faster, more reliably and at greater scale to more patients. AlloCAR T™ cell therapies are engineered from cells of healthy donors, which is intended to allow for creation of inventory for on demand use in patients. This approach is designed to eliminate the need to create personalized therapy from a patient's own cells, simplify manufacturing, and reduce the time patients must wait for CAR T cell treatment. The Allogene portfolio includes rights to 16 pre-clinical CAR T cell therapy targets and UCART19, an AlloCAR T™ therapy candidate currently in Phase 1 sponsored by Servier for the treatment of relapsed/refractory acute lymphoblastic leukemia (ALL). For more information, please visit, and follow @AllogeneTx on Twitter and LinkedIn. Job Description: Allogene is seeking a Senior Accounting Analyst who will primarily be responsible for Clinical Trial accounting, as well as helping the company address technical accounting issues arising from business transactions or the implementation of new accounting pronouncements. Reporting to the Director, Technical Accounting this Sr. Accounting Analyst is essential to ensuring the accuracy and timeliness of reporting in accordance with GAAP, SEC requirements and best practices. This individual will interact with various levels of management and third parties across financial and operational projects and initiatives. The ideal candidate is a licensed CPA with biotechnology or pharmaceutical experience. Responsibilities include, but are not limited to: * Execution of critical accounting processes related to clinical trial accounting, collaboration accrual accounting and other areas of accounting related to the clinical trial processes. * Collaborate with multiple stakeholders within the finance and clinical operations organization to manage the clinical trial progress against budget and ensure the recording of clinical accruals on a timely and accurate basis. * Participate in the development and execution of deliverables for internal as well as external audit, legal and other parties to ensure timely completion of the company's quarterly review and annual audit * Assist the technical accounting team in assessing analyzing and concluding on new applicable accounting literature, SEC rules and regulations and significant or unusual transactions as well as roll out related implementation * Assist with the financial statement close process, executing period end procedures over clinical trial accounting, collaboration agreement accounting and other research and development accruals. * Participate in the company's development and roll out of accounting policies and procedures that meet SOX requirements * Other ad hoc projects and roles as appropriate Position Requirements & Experience: * Bachelor's degree (or higher) in Accounting or Finance with at least 4 years of progressive accounting experience in publicly traded companies * CPA and Big Four experience strongly preferred * Experience with NetSuite ERP system is favored * Proficiency in Excel and Word and ability to learn new systems quickly are required * An independent problem-solver with strong work ethics and intellectual curiosity will thrive * Attention to detail, ability to multi-task, and strong interpersonal skills including verbal and written communication are essential in this collaborative work environment * Excellent organizational skills and an ability to prioritize effectively to deliver results within reasonably established timelines. * Ability to work independently and as part of a team. * Candidates must be authorized to work in the U.S. As an equal opportunity employer, Allogene Inc. is committed to a diverse workforce. Employment decisions regarding recruitment and selection will be made without discrimination based on race, color, religion, national origin, gender, age, sexual orientation, physical or mental disability, genetic information or characteristic, gender identity and expression, veteran status, or other non-job related characteristics or other prohibited grounds specified in applicable federal, state and local laws. In order to ensure reasonable accommodation for individuals protected by Section 503 of the Rehabilitation Act of 1973, the Vietnam Era Veterans' Readjustment Act of 1974, and Title I of the Americans with Disabilities Act of 1990, applicants who require accommodation in the job application process may contact the careers email at for assistance. For more information about equal employment opportunity protections, please view the 'EEO is the Law' poster. #LI-MT1 Allogene Therapeutics, Inc. South San Francisco CA

Sr. Budget And Reporting Analyst

San Francisco Health Plan