Senior Financial Planning & Analysis (FP&A) Analyst
How well this resume fits
Compared with a sample resume. Compare your own
Not sure The job lists no required items.
How close the work is
Strong1 of 2 named skills are shown in described work and 1 are only listed or mentioned (rule: met = 1, partial = ½; strong ≥ 75%, moderate ≥ 50%).
How strong your resume shows it
ModerateOf 10 supported items, 1 have strong evidence (a reported result or a confirmed answer) and 4 moderate (used in a described task).
What the job asks for
| What the job asks | Required? | Do you have it? | From your resume |
|---|---|---|---|
| Education Bachelor's Bachelor's degree in Finance, Accounting, Business Administration, Economics, Healthcare Administration, or a related field | Not stated | Yes B.S. (A past date (2020) is listed; the resume doesn’t say “expected”, so this is treated as completed.) (Parsed from lower-quality page text; check it against the original posting.) | Lakeshore State University B.S. in Statistics, minor in Economics | 2016 – 2020 |
| Experience 3 years of Minimum of 3 years of FP&A, financial analysis, healthcare finance, reimbursement analysis, or related experience with a bachelor's degree | Not stated | Yes Dated Experience entries add up to 6.7 years (overlaps counted once); the job asks for 3+. (Parsed from lower-quality page text; check it against the original posting.) | Data Analyst Junior Data Analyst Data Analytics Intern |
| Education bachelor's Minimum of 3 years of FP&A, financial analysis, healthcare finance, reimbursement analysis, or related experience with a bachelor's degree | Not stated | Yes B.S. (A past date (2020) is listed; the resume doesn’t say “expected”, so this is treated as completed.) The job also accepts equivalent experience. (Parsed from lower-quality page text; check it against the original posting.) | Lakeshore State University B.S. in Statistics, minor in Economics | 2016 – 2020 |
| Experience 3–5 years of 3–5 years of directly relevant experience in healthcare finance, behavioral health finance, revenue cycle, or government-funded healthcare programs. | Not stated | Yes Dated Experience entries add up to 6.7 years (overlaps counted once); the job asks for 3+. (Parsed from lower-quality page text; check it against the original posting.) | Data Analyst Junior Data Analyst Data Analytics Intern |
| Behavioral Health & County Experience | Not stated | Not sure The rules can't check this against the résumé. (Parsed from lower-quality page text; check it against the original posting.) | Nothing found |
| Demonstrated experience working with Santa Clara County Behavioral Health Services, another California county behavioral health department, or an equivalent public behavioral health system. | Not stated | Not sure The rules can't check this against the résumé. (Parsed from lower-quality page text; check it against the original posting.) | Nothing found |
| Behavioral health billing and reimbursement processes | Not stated | Not sure The rules can't check this against the résumé. (Parsed from lower-quality page text; check it against the original posting.) | Nothing found |
| Claim denials and denial management | Not stated | Not sure The rules can't check this against the résumé. (Parsed from lower-quality page text; check it against the original posting.) | Nothing found |
| Medi-Cal funding and reimbursement structures | Not stated | Not sure The rules can't check this against the résumé. (Parsed from lower-quality page text; check it against the original posting.) | Nothing found |
| County-funded behavioral health programs | Not stated | Not sure The rules can't check this against the résumé. (Parsed from lower-quality page text; check it against the original posting.) | Nothing found |
| Provider rates and reimbursement methodologies | Not stated | Not sure The rules can't check this against the résumé. (Parsed from lower-quality page text; check it against the original posting.) | Nothing found |
| Managed Financial Operations (MFO) processes and reporting | Not stated | Not sure The rules can't check this against the résumé. (Parsed from lower-quality page text; check it against the original posting.) | Nothing found |
| Contract utilization and funding reconciliation | Not stated | Not sure The rules can't check this against the résumé. (Parsed from lower-quality page text; check it against the original posting.) | Nothing found |
| Skill Microsoft Excel Advanced proficiency in Microsoft Excel, including Pivot Tables, Power Query, advanced formulas, and financial modeling. | Not stated | Yes The résumé shows Excel used with a reported result. (Parsed from lower-quality page text; check it against the original posting.) | Replaced a manual Excel carrier report with a scheduled Python and SQL job, saving the operations team about 8 hours a week. SQL (SQL Server, PostgreSQL), Python (pandas, NumPy, statsmodels, matplotlib), Tableau, Power BI, Excel (pivot tables, Power Query, XLOOKUP), Git, A/B testing, regression, forecasting, data cleaning, data quality checks Merged enrollment and retention data from three systems in Excel and Access for the annual retention report. |
| Experience with financial reporting and budgeting systems. | Not stated | Partly The résumé text names Reporting, Finance, but the rules can't tell how it was used; check it. (Parsed from lower-quality page text; check it against the original posting.) | Replaced a manual Excel carrier report with a scheduled Python and SQL job, saving the operations team about 8 hours a week. Answered 25+ ad hoc data requests a month from clinic managers and finance. |
| Strong data analysis and reporting skills. | Not stated | Partly The résumé text names Data analysis, Reporting, but the rules can't tell how it was used; check it. (Parsed from lower-quality page text; check it against the original posting.) | Data Analytics Intern Replaced a manual Excel carrier report with a scheduled Python and SQL job, saving the operations team about 8 hours a week. |
| Skill Power BI Proficiency with Microsoft Power BI or similar business intelligence platforms preferred. | Not stated | Partly Power BI is listed on the résumé, but no described task uses it. (Parsed from lower-quality page text; check it against the original posting.) | SQL (SQL Server, PostgreSQL), Python (pandas, NumPy, statsmodels, matplotlib), Tableau, Power BI, Excel (pivot tables, Power Query, XLOOKUP), Git, A/B testing, regression, forecasting, data cleaning, data quality checks |
| Experience working with EHR (myAvatar), billing, and ERP/accounting systems (NetSuite) preferred. | Not stated | Not sure The rules can't check this against the résumé. (Parsed from lower-quality page text; check it against the original posting.) | Nothing found |
| Experience in a behavioral health, substance use treatment, community health, FQHC, or non-profit healthcare environment. | Not stated | Not sure The rules can't check this against the résumé. (Parsed from lower-quality page text; check it against the original posting.) | Nothing found |
| Knowledge of California Medi-Cal behavioral health reimbursement regulations. | Not stated | Not sure The rules can't check this against the résumé. (Parsed from lower-quality page text; check it against the original posting.) | Nothing found |
| Experience with county contracts, grants management, and cost reporting. | Not stated | Not sure The rules can't check this against the résumé. (Parsed from lower-quality page text; check it against the original posting.) | Nothing found |
| Familiarity with healthcare revenue cycle management and claims analytics. | Not stated | Partly The résumé text names Healthcare, Data analysis, but the rules can't tell how it was used; check it. (Parsed from lower-quality page text; check it against the original posting.) | Pulled and cleaned patient visit data (about 2M rows a month) in SQL and Python for clinic scheduling reports. Data Analytics Intern |
| Education MBA MBA, MHA, CPA, CMA, or other relevant professional certification is a plus. | Not stated | Partly The résumé lists a degree below the level the job names. (Parsed from lower-quality page text; check it against the original posting.) | Lakeshore State University B.S. in Statistics, minor in Economics | 2016 – 2020 |
| Strong financial and analytical reasoning | Not stated | Not sure The rules can't check this against the résumé. (Parsed from lower-quality page text; check it against the original posting.) | Nothing found |
| Attention to detail and accuracy | Not stated | Not sure The rules can't check this against the résumé. (Parsed from lower-quality page text; check it against the original posting.) | Nothing found |
| Ability to translate complex financial data into actionable insights | Not stated | Not sure The rules can't check this against the résumé. (Parsed from lower-quality page text; check it against the original posting.) | Nothing found |
| Strategic thinking and problem-solving | Not stated | Not sure The rules can't check this against the résumé. (Parsed from lower-quality page text; check it against the original posting.) | Nothing found |
| Strong communication and presentation skills | Not stated | Not sure The rules can't check this against the résumé. (Parsed from lower-quality page text; check it against the original posting.) | Nothing found |
| Ability to build cross-functional relationships | Not stated | Not sure The rules can't check this against the résumé. (Parsed from lower-quality page text; check it against the original posting.) | Nothing found |
| Ability to manage multiple priorities in a fast-paced environment | Not stated | Not sure The rules can't check this against the résumé. (Parsed from lower-quality page text; check it against the original posting.) | Nothing found |
| Commitment to the mission of serving behavioral health populations | Not stated | Not sure The rules can't check this against the résumé. (Parsed from lower-quality page text; check it against the original posting.) | Nothing found |
Left out 4 sentences about pay, benefits: they describe the employer, not what you need.
How the match was worked out
Coverage: what the job asks, what the résumé shows, what is left
38% of the weighted requirements are covered by résumé evidence. preferred: met 0, partly 3, missing 9 · required: met 4, partly 2, missing 4 · unknown: met 1, partly 0, missing 0
weight = 3 required / 2 preferred / 1 unknown, +1 emphasis (expert, strong, extensive…), +1 named in the job title, +½ per repeat (max +1); rating = 3 met, 2 partially met with the term in described work, 1.5 partially met (listed or mentioned), 0 unknown or mismatch; coverage = Σ weight×rating/3 ÷ Σ weight over rows that can be judged (work-authorization, location and clearance rows need your answer and are left out).
Missing from the résumé
- required r5 Behavioral Health & County Experience (weight 3.0) missing: County Experience
- required r6 Demonstrated experience working with Santa Clara County Behavioral Health Services, another California county behavioral health department, or an equivalent pub (weight 3.0) missing: Santa Clara County, Behavioral Health Services
- required r12 Managed Financial Operations (MFO) processes and reporting (weight 3.0) missing: MFO found: Operations, Reporting
- required r13 Contract utilization and funding reconciliation (weight 3.0) missing: Accounting
- preferred r28 Strong communication and presentation skills (weight 3.0) missing: Communication, Presentation
- preferred r18 Experience working with EHR (myAvatar), billing, and ERP/accounting systems (NetSuite) preferred. (weight 2.0) missing: Accounting found: Healthcare
- preferred r19 Experience in a behavioral health, substance use treatment, community health, FQHC, or non-profit healthcare environment. (weight 2.0) missing: a behavioral health, substance use treatment, community health, FQHC found: Healthcare
- preferred r20 Knowledge of California Medi-Cal behavioral health reimbursement regulations. (weight 2.0) missing: California Medi
- preferred r21 Experience with county contracts, grants management, and cost reporting. (weight 2.0) missing: county contracts, grants management found: Reporting
- preferred r25 Attention to detail and accuracy (weight 2.0) missing: Attention to detail
- preferred r27 Strategic thinking and problem-solving (weight 2.0) missing: Problem solving
- preferred r29 Ability to build cross-functional relationships (weight 2.0) missing: Stakeholder management
- preferred r30 Ability to manage multiple priorities in a fast-paced environment (weight 2.0) missing: Fast-paced environment
Only partly shown
- required r16 Strong data analysis and reporting skills. (weight 4.0) found: Data analysis, Reporting
- required r15 Experience with financial reporting and budgeting systems. (weight 3.0) found: Reporting, Finance
- preferred r17 Proficiency with Microsoft Power BI or similar business intelligence platforms preferred. (weight 2.0) missing: similar business intelligence platforms preferred
- preferred r22 Familiarity with healthcare revenue cycle management and claims analytics. (weight 2.0) found: Healthcare, Data analysis
- preferred r23 MBA, MHA, CPA, CMA, or other relevant professional certification is a plus. (weight 2.0) missing: MHA, CPA, CMA
Needs your answer
Nothing depends on an answer.
Sentences the rules cannot check (not counted)
- required r7 Behavioral health billing and reimbursement processes (weight 3.0)
- required r8 Claim denials and denial management (weight 3.0)
- required r9 Medi-Cal funding and reimbursement structures (weight 3.0)
- required r10 County-funded behavioral health programs (weight 3.0)
- required r11 Provider rates and reimbursement methodologies (weight 3.0)
- preferred r24 Strong financial and analytical reasoning (weight 3.0)
- preferred r26 Ability to translate complex financial data into actionable insights (weight 2.0)
- preferred r31 Commitment to the mission of serving behavioral health populations (weight 2.0)
Lines under a requirements heading the rules could not turn into an item
- Experience: Strong understanding of:
- Experience: Technical Skills
- Preferred Qualifications: Core Competencies
Matched by plain text only (not a known skill, so no judgment of how it was used): Economics
Job title terms: Finance (found)
What the résumé says (as the rules read it)
Skills: Python (supported by outcome), SQL (supported by outcome), Tableau (supported by outcome), Excel (supported by outcome), pandas (supported by outcome), PostgreSQL (used in task), A/B testing (listed), Git (listed), Matplotlib (listed), NumPy (listed), Power BI (listed)
Roles: Data Analyst at Harborline Logistics (Jun 2022 – Present); Junior Data Analyst at Cedar Ridge Health Network (Jul 2020 – May 2022); Data Analytics Intern at Lakeshore State University, Office of Institutional Research (May 2019 – Aug 2019)
Years in dated roles: 6.7
Education: B.S. in Statistics (completed)
Certifications: Tableau Desktop Specialist, Google Data Analytics Professional Certificate
Quantified achievements: 4
On the résumé but not asked by this job: Dashboards, Supply chain, Data warehousing, Forecasting, Data cleaning, Active Directory, Research, Statistics
Résumé terms the rules don't know: OH, Server, Network, Office, Access, NYC, Taxi Trip Analysis, Tableau Public, Harborline, Economics, Professional Certificate (matched by plain text only; tell us if one should be a skill)
Job description
**Mon-Fri 8:30am-5pm, additional hours may be required during the planning cycle** The pay range is $95K - 130K per year depending on the relevant years of experience. We offer a competitive package of employee benefits for 30 to 40-hour week positions. You will receive a defined contribution amount of up to $15,433.08 per year (prorated for part-time employees working less than 40 hours per week) to purchase the benefits of your choice on a cafeteria plan basis. Any amount of this defined contribution not used towards your benefits will be paid to you as taxable earnings. We offer a retirement plan with a generous employer match starting at 4% after one year of employment. Our paid time off is also more generous than many employers with vacation time accruing up to 25 days per year, 6 days of sick time per year and 12 paid holidays. The benefits offered in our cafeteria plan are as follows: - Medical benefits –Kaiser--ranging from $0 Deductible Plan with $15 Copay to $,3400 Deductible Plan with Health Savings Account. Sutter Health plans are also available from $0 Deductible Plan to $2,500 Deductible Plan. - Dental benefits –Guardian: 1 dental HMO and 2 PPOs - Vision benefits – 2 options from Guardian VSP: a standard vision plan and an enhanced vision plan Essential Duties and Responsibilities Financial Planning & Analysis - Develop, maintain, and enhance financial models for budgeting, forecasting, and long-range planning. - Prepare monthly, quarterly, and annual financial analyses, including variance reporting and operational performance metrics. - Analyze revenue, expenses, productivity, and program profitability to identify trends, risks, and opportunities. - Support annual budgeting and periodic forecast processes across multiple programs and funding sources. - Produce financial dashboards and key performance indicators (KPIs) for executive leadership. Behavioral Health Revenue Analysis - Monitor and analyze behavioral health revenue streams, including Medi-Cal, County contracts, grants, commercial insurance, and other funding sources. - Track billing performance, reimbursement trends, denial rates, claim aging, and collections. - Collaborate with Accounting, Revenue Cycle and Operations teams to identify and resolve billing and reimbursement issues that affect the budget. - Evaluate the financial impact of rate changes, funding adjustments, and regulatory requirements. - Analyze contract performance against budget and utilization targets. County and Government-Funded Program Support - Support financial reporting and analysis related to Santa Clara County contracts, Medi-Cal programs, and other government-funded behavioral health services. - Monitor and validate reimbursement methodologies, funding allocations, and service utilization. - Assist with financial reporting requirements associated with county contracts and behavioral health programs, including Executive Management & Board reports - Provide analysis supporting audits, cost reports, and regulatory reviews. Data Analytics & Reporting - Extract, validate, and analyze financial and operational data from EHR (myAvatar), billing, and financial systems (NetSuite). - Develop automated reports and dashboards to improve visibility into organizational performance. - Present financial findings and recommendations to leadership in a clear and actionable manner. - Ensure data integrity and consistency across reporting systems. Strategic Finance Support - Support new program evaluations, business cases, and financial feasibility studies. - Assist in identifying operational efficiencies and revenue enhancement opportunities. - Participate in process improvement initiatives related to financial reporting, budgeting, and reimbursement optimization. Education and Experience Education - Bachelor's degree in Finance, Accounting, Business Administration, Economics, Healthcare Administration, or a related field; OR - Equivalent combination of education and relevant professional experience. Experience - Minimum of 3 years of FP&A, financial analysis, healthcare finance, reimbursement analysis, or related experience with a bachelor's degree; OR - 3–5 years of directly relevant experience in healthcare finance, behavioral health finance, revenue cycle, or government-funded healthcare programs. Behavioral Health & County Experience - Demonstrated experience working with Santa Clara County Behavioral Health Services, another California county behavioral health department, or an equivalent public behavioral health system. - Strong understanding of: - Behavioral health billing and reimbursement processes - Claim denials and denial management - Medi-Cal funding and reimbursement structures - County-funded behavioral health programs - Provider rates and reimbursement methodologies - Managed Financial Operations (MFO) processes and reporting - Contract utilization and funding reconciliation Technical Skills - Advanced proficiency in Microsoft Excel, including Pivot Tables, Power Query, advanced formulas, and financial modeling. - Experience with financial reporting and budgeting systems. - Strong data analysis and reporting skills. - Proficiency with Microsoft Power BI or similar business intelligence platforms preferred. - Experience working with EHR (myAvatar), billing, and ERP/accounting systems (NetSuite) preferred. Preferred Qualifications - Experience in a behavioral health, substance use treatment, community health, FQHC, or non-profit healthcare environment. - Knowledge of California Medi-Cal behavioral health reimbursement regulations. - Experience with county contracts, grants management, and cost reporting. - Familiarity with healthcare revenue cycle management and claims analytics. - MBA, MHA, CPA, CMA, or other relevant professional certification is a plus. Core Competencies - Strong financial and analytical reasoning - Attention to detail and accuracy - Ability to translate complex financial data into actionable insights - Strategic thinking and problem-solving - Strong communication and presentation skills - Ability to build cross-functional relationships - Ability to manage multiple priorities in a fast-paced environment - Commitment to the mission of serving behavioral health populations