Job Abstract

Who We Are

Pacific Clinics is California's largest community-based nonprofit provider of behavioral and mental health services and support. Our team of more than 2,000 employees speak 22 languages and are dedicated to offering hope and unlocking the full potential of individuals and families through culturally responsive, trauma-informed, research-based services for individuals and families from birth to older adults.

Who We Serve

Pacific Clinics serves children, transitional age youth, families, adults, and older adults. We offer a full range of mental and behavioral health services, foster care and social services, housing, continuing adult education and early childhood education programs to Medi-Cal eligible individuals and families throughout Alameda, Contra Costa, Fresno, Kings, Los Angeles, Madera, Orange, Placer, Riverside, Sacramento, San Bernardino, San Francisco, Santa Clara, Solano, Stanislaus, Stockton, Tulare and Ventura Counties.

What We Offer

• The compensation for this position can be up to $110,839.57 annually. Compensation will vary based on qualifications, skills, experience, and geographic location. The salary range may also vary if you reside in a different location than the location posted.
• We Offer Medical, Dental & Vision benefits, retirement options, Flex Spending, EAP, and more!
• Employee engagement and advocacy opportunities to advance our justice, equity, diversity, and inclusion agenda across our Agency and throughout the communities we serve.

JOB SUMMARY

Under supervision, performs and demonstrates effectiveness with the duties and responsibilities of the Financial Planning Analyst III job classification. Incumbents independently model, problem solve, measure, analyze, and communicate business and financial solutions. This includes metrics, costs, revenues, and benefits of agency programs and services. Levels of risk are determined, and the incumbent participates in the preparation and analysis of financial statements and reports. The incumbent integrates and maintains data within financial software applications while providing a high level of support and analysis. Independently completes special projects as assigned by management.

RESPONSIBILITIES AND DUTIES

1. Perform and demonstrate effectiveness with the duties and responsibilities of the Financial Planning Analyst III job classification.

2. Research, review, monitor, and analyze financial and historical data and completes financial reporting to understand and explain agency metrics, cost, and revenue streams.

3. Provide support to senior management in analyzing financial information, drawing conclusions, and formulating recommendations.

4. Evaluate and provide business solutions by participating in meetings, compiling business models, and providing business and financial analysis in order to present and support potential solutions.

5. Develop and model financial metrics based upon business and program models.

6. Manage and complete monthly analysis of program profitability and business metrics served. Continually review and improve methodology to enhance results.

7. Analyze, develop, and maintain computer applications, procedures, and related systems to meet the needs of customer and user groups.

8. Act as lead in the program financial reviews and articulate fiscal strategies and desired outcomes.

9. Prepare budgets and manage the development of budget plans and strategies.

10. Act as the lead for the Business and Financial Analyst I and Financial Planning Analyst I and II positions when applicable.

11. Work independently with multiple Agency departments and functions in support of business and financial solutions.

12. Other related responsibilities, as assigned to support specific department/business needs.

OTHER DUTIES AND RESPONSIBILITIES

CORE KNOWLEDGE COMPETENCIES

• Practices self-care, remains aware that others may be contending with stress, and treats other with grace.

• Exhibit an understanding of emergency response techniques appropriate to the position.

• Adhere to Uplift Family Services mandates, policies, and procedures.

CORE SKILL COMPETENCIES

• Safe work practices.

• Advanced knowledge of Microsoft Office, and current accounting/financial computing systems.

• Organizational Skills.

• Advanced accounting, financial, and statistical skills.

• Customer service.

• Advanced analytical and evaluation skills.

• Multi-task.

• Knowledge of accounting and finance principals.

• Good critical reasoning and problem solving.

• Good writing, reading and verbal skills.

• Advanced mathematical skills.

• Good interpersonal skills.

CORE ABILITIES

Ability to:

• Work in a fast-paced, highly pressured, and changing environment.

• Maintain standards of confidentiality.

• Maintain positive work relationships in a respectful and collaborative manner.

• Maintain good communication to ensure others have necessary information.

• Sensitivity to working with culturally diverse populations.

• Experience providing financial guidance and support to program managers

• Creative.

• Innovative.

• Multitask.

• Research.

• Troubleshoot.

• Negotiate.

JOB SPECIFIC COMPETENCIES

CORE ABILITIES

· Analysis

· Analytical Thinking

· Ensures data accuracy

· Initiative

· Research

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions.

MINIMUM EDUCATION AND/OR EXPERIENCE

• BA/BS Degree in Business/Accounting/Finance and four (4) to five (5) years of progressively responsible, related experience required..

Preferred Qualifications

• Master Degree in Business Administration (MBA) degree in Business Analysis, Computing/Management Information Systems, Finance, or related field preferred.

• Expertise and skill in Microsoft Office (Word, Excel, and PowerPoint) required.

• Expertise and skill in one or more of the following systems: Solomon, FRX, or other accounting/financial information systems required.

OTHER SPECIFIC REQUIREMENTS

PHYSICAL REQUIREMENTS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop; kneel, crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

LEVEL OF CONTACT WITH CHILDREN

• May/will have supervised contact with children.
• May/will have unsupervised contact with children.
• Will not have unsupervised contact with children.
• Requires full background check and TB exam.
• Requires physical.
• Current First Aid/CPR Certification.

DRIVING PRIVILEGES

• May be called upon to drive on agency business. Needs acceptable MVR and appropriate insurance coverage.
• Required to drive agency vehicle. Must have clean MVR, appropriate insurance coverage, and attend agency driver training.

TRAINING

• Needs to successfully complete all required agency training indicated for this position.

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Equal Opportunity Employer

We will consider for employment qualified Applicants with Criminal Histories in a manner consistent with ordinance 184652 Sec.189.04 (a) and San Francisco Police Code, Article 49. Section 4905.