Business Intelligence Analyst (Financial)
Business Intelligence Analyst (Financial)
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Job Description
Job Overview
Location/Schedule: This position is located at the Lloyd Corporate Plaza located in NE Portland OR. The schedule for this position isMonday through Friday 8:30 a.m. to 5:00 p.m.
Position: Business Intelligence Analyst (Financial)
Program: Business Intelligence
Cascadias Mission and Vision:
Mission: Cascadia Health delivers whole health care integrated mental health and addiction services primary care and housing to promote hope and support the well-being of the communities we serve.
Vision: We envision a community where everyone benefits from whole health care experiences well-being and has a self-directed connected life.
Position Description: The Business Intelligence (BI) Analyst works as part of the BI team and is responsible for supporting the agency in collecting meaningful data providing trusted information and enabling customers to make data driven decisions with a focus on enterprise-wide financial planning and reporting and forecasting. The BI analyst communicates and collaborates with stakeholders develops technical solutions leverage power BI formats and presents reports creates documentation and trains end-users on running reports. This position will closely collaborate with the Finance and Accounting Teams as well as with People and Culture to ensure alignment between Workday financials Adaptive Planning as well as reporting out of OCHIN Epic for clinical reporting.
This position must understand appreciate and respect the diversity and cultural differences within our Cascadia community. As such it is expected that this position promotes integrated care our vision of trauma-informed and person-first approaches and helps create a work environment of inclusion safety and acceptance.
Essential Responsibilities
This position description is not intended to be an all-inclusive list of responsibilities skills or working conditions associated with the position. Management reserves the right to modify add or remove duties as necessary.
Act as a key liaison between financial accounting clinical operational and administrative staff; IT and end data users to translate data requests and reporting needs into functional solutions
Build and maintain custom Workday reports (Advanced Matrix Composite) to support financial operations and analysis.
Develop calculated fields and custom objects to enhance reporting flexibility.
Partner with Accounting Grants/Contracts and Procurement teams to automate month-end and audit-ready reports.
Ensure data integrity and alignment between actuals in Workday Financials and planning assumptions in Adaptive.
Configure maintain and enhance Adaptive Planning models including dimensions levels versions and assumptions.
Support monthly quarterly and annual budgeting and forecasting cycles in collaboration with Finance and Accounting.
Develop dashboards variance reports and scenario planning templates.
Troubleshoot planning model issues manage data integrations and security access.
Enable and train end-users to build self-service reports and navigate planning tools effectively.
Monitor system upgrades and releases across both Workday and Adaptive and recommend enhancements.
Create and maintain documentation for key processes assumptions and data flows.
Support audit and compliance processes with required reporting artifacts.
Extract report and analyze data housed within Epic.
Report using suite of Epic tools including Reporting Workbench Slicer Dicer Business Objects/Crystal Reports and Clarity and Signal.
Provide reports to the end user that are clear comprehensive free of errors and provide basic interpretation and actionable insights.
Create dashboards for financial staffing and clinical data and support staff utilizing them. Ensure ongoing accuracy of dashboards through regular maintenance and auditing of data.
Help create tools trainings and documentation to support organizational reporting and effective utilization of electronic data systems.
Support organizational goals around ensuring data integrity by investigating issues around data reliability accuracy and other system functions. Engage in regular auditing to support these goals.
Perform other duties as assigned
Regulatory & Compliance:
Comply with laws regulations policies and procedures under which the program and company operates.
Assist in crisis situations as appropriate.
Maintain accurate and up-to-date documentation that ensures compliance with all agency policies and procedures and local state and federal regulations and billing requirements.
Understand safety regulations and evacuation procedures; participate in regular safety drills in compliance with program policies and procedures.
Complete assigned employee training in compliance with program and company requirements.
Provide guidance support and training to other staff in alignment with company mission and values.
Participate in all scheduled staff meetings supervision sessions and other departmental and company meetings.
Qualifications
Education:
Required
High school diploma or GED with 4 years of relevant experience.
Preferred:
Bachelors degree in information systems information management business administration or relevant experience with focus on finance/accounting or related field.
Certified in Workday Report Writer and Workday Adaptive Planning: Implementation Pro
Experience:
Required:
3 years of experience in Workday Financials and Adaptive Planning or equivalent practical experience.
2 years working directly with stakeholders to help them understand and interpret data.
Preferred:
Experience developing and managing complex financial models
Specialized Knowledge Skills & Abilities:
Deep understanding of core financial and accounting processes such as GL budgeting actuals vs forecast cost center planning.
Advanced ability to utilize Excel to organize data create dynamic visuals and provide clear presentation of data results.
Proficient with Microsoft Suite
Ability to create technical documentation through reports and data/report models
Time management and capacity for independent self-motivation.
Ability to adapt and learn from new information.
Strong oral and written communication skills.
Excellent communication and collaboration skills.
Other:
Ability to travel to other locations.
Working Conditions
Environmental: Work is performed in one or more of the following: administrative and clinical offices acute care settings and community setting including client residences correctional facilities shelters hospitals public places and other social service sites. Meal periods and breaks are subject to interruption. Universal Precautions and remaining alert to the environment are critical to address the potential for violent behavior exposure to disease biohazards noise and contaminants.
Mental Demands: The work assigned is diverse and involves addressing new and unusual circumstances. The work regularly involves a degree of unpredictability and disruption of planned tasks requiring a flexible time management addition this position requires exercising sound judgment.
Cascadia is an Equal Opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. If you need assistance or an accommodation due to a disability you may contact us at 503.963.7654 or at g
Benefits
We offer generous benefits for our full-time and part-time employees (20 hours pro-rated) including:
- Generous Paid Time Off Package Full-time employees earn 6 weeks of PTO in their first year!
- Medical and Dental Coverage (begins 1stof the month following 30 days after hire date)
- VSP Vision Discount Plan
- 403(B) Retirement Savings (Pre and post-tax plans with up to 8% employer matching contribution!)
- Flexible Spending Account (FSA) (Medical dependent care and transportation options)
- Short-Term Disability Long-Term Disability and Life Insurance
- Paid Bereavement and Jury Duty Leave
- Length of Service Award
- Voluntary Life Insurance
- Supplemental Insurance
- Student loan forgiveness options
Wellness Benefits:
- Employee Assistance Program (EAP)
- Bicycle Reimbursement
- Discounted Fitness Memberships
- Trauma Support Team
Starting Rate Range in USD ($)
86166.3-
92321.64Required Experience:
IC
Employment Type
Full-Time
