Financial Analyst, Consultant

Job Description

Your Role

The Corporate Services Finance team ensures financial stewardship of the Corporate Services administrative budget and serves as the trusted financial advisor to executive leadership. Our team is looking for a Financial Analyst, Consultant to steer financial performance toward Blue Shield goals. This role is responsible for consolidated reporting, annual planning, monthly forecasting, and performance reporting. It also involves analyzing important strategic initiatives to enhance business outcomes, as well as overseeing the coordination and integration of cross-functional system requirements and deadlines.

We are a hybrid business unit that works both remotely and in office. You must reside in California for this position.

Responsibilities

Your Work

In this role, you will:

• Prepare, analyze, and deliver consolidated financial reports for review by Board of Directors and other executives
• Align system and financial reporting requirements to drive process efficiencies and a seamless team experience
• Partner cross-functionally to effectively steer financial performance through detailed planning and analysis
• Develop and present financial models, annual plans, and monthly results with updated outlooks to executive leadership
• Identify risks, opportunities, and solutions to meet financial goals
• Provide policy guidance and interpretation to ensure financial records are consistent and comply with company policies and GAAP
• Drive data-driven decision making by providing clear, concise, and accurate financial summaries and recommendations in support of achieving financial and operational targets
• Collect and evaluate data, develop, and maintain financial models, analyze results, and conduct scenario analyses to forecast
• Follow and audit processes and review internal controls to ensure financial transactions are accurate, timely and comply with accounting standards, principles, and company policy
• Support headcount management and Human Capital Planning

Qualifications

Your Knowledge and Experience

• Requires a bachelor's degree or equivalent experience
• Requires at least 7 years of prior Finance experience, primarily in Financial Planning & Analysis roles
• Success developing budgets and forecasts
• Analytical mindset, willingness to pressure test assumptions, creativity in problem solving, and sound business judgment
• Record building strong relationships and collaborating across multiple stakeholders including executives
• Ability to prioritize, manage ambiguity, and implement change
• Excellent organization and command of details
• Command of Finance and Accounting principles
• Demonstrated advanced proficiency with Microsoft Excel (Pivot Tables, VLookups), Word, Access, and PowerPoint

About the Team

About Blue Shield of California

As of January 2025, Blue Shield of California became a subsidiary of Ascendiun. Ascendiun is a nonprofit corporate entity that is the parent to a family of organizations including Blue Shield of California and its subsidiary, Blue Shield of California Promise Health Plan; Altais, a clinical services company; and Stellarus, a company designed to scale healthcare solutions. Together, these organizations are referred to as the Ascendiun Family of Companies.

At Blue Shield of California, our mission is to create a healthcare system worthy of our family and friends and sustainably affordable. We are transforming health care in a way that genuinely serves our nonprofit mission by lowering costs, improving quality, and enhancing the member and physician experience.

To achieve our mission, we foster an environment where all employees can thrive and contribute fully to address the needs of the various communities we serve. We are committed to creating and maintaining a supportive workplace that upholds our values and advances our goals.

Blue Shield is a U.S. News Best Company to work for, a Deloitte U.S. Best Managed Company and a Top 100 Inspiring Workplace. We were recognized by Fair360 as a Top Regional Company, and one of the 50 most community-minded companies in the United States by Points of Light. Here at Blue Shield, we strive to make a positive change across our industry and communities - join us

Our Values:

• Honest. We hold ourselves to the highest ethical and integrity standards. We build trust by doing what we say we're going to do and by acknowledging and correcting where we fall short.
• Human. We strive to listen and communicate effectively, showing empathy by understanding others' perspectives.
• Courageous. We stand up for what we believe in and are committed to the hard work necessary to achieve our ambitious goals.

Our Workplace Model:

At Blue Shield of California and the Ascendiun Family of Companies, we believe in fostering a workplace environment that balances purposeful in-person collaboration with flexibility. As we continue to evolve our workplace model, our focus remains on creating spaces where our people can connect with purpose - whether working in the office or through a hybrid approach - by providing clear expectations while respecting the diverse needs of our workforce.

Two Ways of Working:

• Hybrid (Default): Work from a business unit-approved office at least two (2) times per month (for roles below Director-level) or once per week (for Director-level roles and above).Exceptions:

o Member-facing and approved out-of-state roles remain remote.

o Employees living more than 50 miles from their assigned offices are expected to work with their managers on a plan for periodic office visits.

o For employees with medical conditions that may impact their ability to work in-office, we are committed to engaging in an interactive process and providing reasonable accommodations to ensure their work environment is conducive to their success and well-being.

• On-Site: Work from a business unit-approved office an average of four (4) or more days a week.

Physical Requirements:

Office Environment - roles involving part to full time schedule in Office Environment. Based in our physical offices and work from home office/deskwork - Activity level: Sedentary, frequency most of work day.

Please click here for further physical requirement detail.

Equal Employment Opportunity:

External hires must pass a background check/drug screen. Qualified applicants with arrest records and/or conviction records will be considered for employment in a manner consistent with Federal, State and local laws, including but not limited to the San Francisco Fair Chance Ordinance. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, national origin, sexual orientation, gender identity, protected veteran status or disability status and any other classification protected by Federal, State and local laws.

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