Business Intelligence Analyst (Financial)

Job Overview

Location/Schedule : This position is located at the Lloyd Corporate Plaza located in NE Portland, OR. The schedule for this position is Monday through Friday, 8:30 a.m. to 5:00 p.m.

Position : Business Intelligence Analyst (Financial)

Program : Business Intelligence

Cascadia’s 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:

Bachelor’s 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 approach. In 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 peopleandculture@cascadiabhc.or 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 1st of 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 ($)

92193.27 98788.89

Cascadia Health

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