Senior Manager of Financial Planning and Decision Support

Senior Manager of Financial Planning and Decision Support

The Center for Elders' Independence is a PACE (Program of All-Inclusive Care for the elderly) organization (PO) that uses an interdisciplinary team approach for care planning and implementing purposeful high quality, affordable, and integrated health care services to the elderly. Our elderly meet PACE requirements as prescribed by CMS and are referred to as participants. Our PO includes Adult Day Health Centers and primary care clinics, promoting participant autonomy, quality of life and the ability for individuals to live in their communities

THE POSITION: The Senior Manager of Financial Planning and Decision Support leads enterprise financial planning, forecasting, and decision-support capabilities that translate organizational strategy into actionable financial plans and recommendations. This position oversees annual budgeting, rolling forecasts, multiyear planning, and integrated financial and operational analysis. The role partners with executive and operational leaders to evaluate growth, resource allocation, service changes, and capital investments; communicates financial implications, alternatives, and risks; and monitors results against approved plans. The Senior Manager establishes planning and analytical standards, oversees assigned healthcare financial and encounter-data reporting responsibilities, and develops the team's capacity to deliver reliable, timely, decision-ready information.

The annual pay range for the Senior Manager of Financial Planning and Decision Support position at Center for Elders' Independence is $154,020 to $246,432 per year. Placement within the range is determined based on job-related factors such as relevant experience, skills, abilities, internal equity, and market data, consistent with CEI's annual compensation review and established compensation practices.

DUTIES AND RESPONSIBILITIES:

• Lead the development and integration of annual budgets, rolling forecasts, and multiyear financial plans, translating organizational strategy into financial assumptions, resource requirements, and recommendations for sustainable growth.
• Establish and oversee standards for financial models, planning assumptions, performance measures, and reporting validation; ensure consistent, decision-ready information and timely escalation of material risks and data-quality issues.
• Serve as a financial planning and decision-support partner to the executive leaders, presenting strategic alternatives, financial implications, key assumptions, and risks to inform resource allocation and organizational priorities.
• Develop, manage, and maintain recurring and ad-hoc reporting covering financial performance, enrollment, utilization, staffing, profitability, and other measures. Provide concise variance explanations, trend analysis, risks, and recommended actions.
• Lead financial evaluation of growth initiatives, service changes, capital investments, and major vendor arrangements; recommend priorities and assess realized financial results against approved business cases.
• Lead capitation revenue and rate analysis. Incorporate program changes not fully reflected in base data, evaluate participant mix and underlying risk.
• Oversee financial analysis and organizational inputs supporting Medicare Part D bid and reconciliation processes.
• Oversee the preparation, validation, reconciliation, management review, and timely submission of IBNR, RDT, Medicare Part D, and other required reports.
• Oversee encounter-data submissions and audit monthly and ad hoc outbound encounter and HCC reporting.
• Maintain effective relationships with clearinghouses, actuaries, vendors, and internal stakeholders to resolve issues, prevent recurrence, and strengthen performance.
• Lead, coach, and develop staff responsible for financial planning, decision support, encounter data, and related analytics.
• Perform other duties and lead special projects consistent with the position's scope and organizational needs.

QUALIFICATIONS:

• Master's degree in finance, accounting, business administration, health administration, economics, data analytics, or a related field preferred; bachelor's degree with equivalent relevant experience may be considered.
• At least seven years of progressively responsible experience in financial planning decision support, including at least three years leading staff.
• Experience in PACE, Medicare, Medicaid, risk adjustment, or a similarly regulated healthcare environment strongly preferred.
• Demonstrated experience preparing budgets, forecasts, and scenario analyses.
• Advanced proficiency in Excel and financial planning systems, with demonstrated ability to develop and validate complex financial models and data queries.
• Working knowledge budgeting, business-intelligence, and healthcare analytics platforms. Experience with Workday Adaptive, eHR systems, and SQL preferred.
• Strong knowledge of healthcare finance, regulatory reporting, and financial compliance.
• Familiarity with HCC reimbursement, encounter data, and related requirements
• Advanced analytical, critical-thinking, and problem-solving skills, including the ability to reconcile disparate data, assess risk, anticipate questions, and present recommendations.
• Ability to lead through influence, manage competing priorities, communicate findings concisely, and maintain effective partnerships within peers and executive leaders.
• Excellent written, verbal, presentation, and customer-service skills, with the ability to explain complex information clearly to varied audiences.

The above job description is intended to communicate the general function of the mentioned position and by no means shall be considered an exhaustive or complete outline of the specific tasks and functions that will be required. CEI reserves the right to change job descriptions, site assignments, and or work hours as required by the needs of the program. All employees are expected to perform their duties within their ability as required by the job and/or as requested by management.

SUPERVISED BY: Chief Financial Officer or designated senior finance leader

POSITION SUPERVISES: Decision Support Analyst, Budget Analyst, and Encounter Data Analyst; may oversee additional financial planning, analytics, or reporting positions as organizational needs evolve.