Financial Analyst II (Accounting)

Financial Analyst II (Accounting)

Join Us - Where Your Talent Meets Opportunity. We're Better Together

The Team You'll Join

We are a mission-driven community-based organization that serves member health with excellence and dignity, respecting the value and needs of each person. If you are ready to advance your career while making a difference, we encourage you to review and apply today and help us build healthier communities for all.

More About the Opportunity

We are hoping you will join us as a Financial Analyst II (Accounting) and help shape the future of healthcare where you'll be an integral part of our Accounting team, helping to strive for excellence while we serve our member health with dignity, respecting the value and needs of each of our members through collaboration with our providers, community partners and local stakeholders. As the Financial Analyst II (Accounting) you'll be responsible for supporting teams and completing specialized duties related to financial reconciliation of membership, premium invoicing, and payments from various sources. Additionally, you'll monitor the Business Process Outsourcing (BPO) vendor and / or within internal teams, collaborating with cross-departmental teams to resolve payment and membership issues and conduct ad-hoc analysis. Together, we are building a stronger, more equitable health system.

Your Contributions To the Team :

80% - Financial Support

Monitors and responds to internal and external inquiries regarding premium invoicing.

Analyzes over- or under-premium payments and submits findings for leadership review.

Performs research into member premium issues and discrepancies and provides recommendations on solutions.

Resolves payment disputes received from the merchant services vendor and lockbox decisioning items received from bank lockbox to ensure funds are accurately applied to member accounts in a timely manner.

Conducts detailed analysis of refund requests and / or overpayments and processes member refunds.

Collaborates closely with Customer Service on enrollment discrepancies.

Performs verification of internal and external broker commission payments to ensure accuracy of payments.

Prepares month-end reports and / or journal entries for monthly financial and management reporting requirements.

Works with print vendors to create / update premium billing notifications and member notices related to premium payments and ensures accurate interpretation of regulatory requirements.

Collaborates with other departments and external vendors and consistently demonstrates CalOptima Health's organizational values.

15% - Administrative Support

Participates in a mission-driven culture of high-quality performance, with a member focus on customer service, consistency, dignity and accountability.

Assists the team in carrying out department responsibilities and collaborates with others to support short- and long-term goals / priorities for the department.

5% - Other

Completes other projects and duties as assigned.

Do You Have What the Role Requires?

Bachelor's degree in business administration, finance, accounting or related field PLUS 3 years of experience in medical group, hospital or health plan setting required; an equivalent combination of education and experience sufficient to successfully perform the essential duties of the position such as those listed above may also be qualifying.

You'll Stand Out More If You Possess the Following :

Experience with premium billings and collections.

Experience working with large data sets and / or SQL.

What the Regulatory Agencies Need You to Possess?

N / A

Your Knowledge & Abilities to Bring to this Role :

Develop rapport and establish and maintain effective working relationships with CalOptima Health's leadership and staff and external contacts at all levels and with diverse backgrounds.

Work independently and exercise sound judgment.

Communicate clearly and concisely, both orally and in writing.

Work a flexible schedule; available to participate in evening and weekend events.

Organize, be analytical, problem-solve and possess project management skills.

Work in a fast-paced environment and in an efficient manner.

Manage multiple projects and identify opportunities for internal and external collaboration.

Motivate and lead multi-program teams and external committees / coalitions.

Utilize computer and appropriate software (e.g., Microsoft Office : Word, Outlook, Excel, PowerPoint) and job specific applications / systems to produce correspondence, charts, spreadsheets, and / or other information applicable to the position assignment.

Your Physical Requirements (With or Without Accommodations) :

Ability to visually read information from computer screens, forms and other printed materials and information.

Ability to speak (enunciate) clearly in conversation and general communication.

Hearing ability for verbal communication / conversation / responses via telephone, telephone systems, and face-to-face interactions.

Manual dexterity for typing, writing, standing and reaching, flexibility, body movement for bending, crouching, walking, kneeling and prolonged sitting.

Lifting and moving objects, patients and / or equipment 10 to 25 pounds

Ways We Are Here For You

You'll enjoy competitive compensation for this role.

Our current hiring range is : Pay Grade : 312 - $84,092 - $134,548 ($40.43 - $64.6865). The base pay offered will take into account internal equity and also may vary depending on the candidate's job-related knowledge, skills, and experience among other factors.

This position is approved for Partial Telework (

• If the position is Telework, it is eligible in California only

CalPERS pension program and additional retirement packages.

Additional benefits and perks including :

A generous PTO program

A quality work life balance

Various wellness programs

Tuition Reimbursement

Professional development opportunities

Career development opportunities

Flexible scheduling

And the satisfaction of knowing your work directly impacts and improves healthcare access for thousands of individuals and families.

Our Work Environment :

If located at the 500, 505 Building or a remote work location :

Work is typically indoors and sedentary and is subject to schedule changes and / or variable work hours, with travel as needed.

There are no harmful environmental conditions present for this job.

The noise level in this work environment is usually moderate.

If located at PACE :

Work is typically indoors in a clinical setting serving the frail and elderly.

There may be harmful or hazardous environmental conditions present for this job.

The noise level in this work environment is usually moderate to loud.

If located in the Community :

Work is typically indoors and sedentary and is subject to schedule changes and / or variable work hours, with travel as needed.

Employee will occasionally work outdoors in varied temperatures.

There may be harmful or hazardous environmental conditions present for this job.

The noise level in this work environment is usually moderate to loud.

Why Join Us?

We believe that diverse perspectives drive innovation. Each employee brings a unique perspective to the overall team and we value everyone's input and we are committed to creating an inclusive environment where you and every team member can thrive while making a meaningful impact on our community members. Our team reflects and represents the communities we serve, and we welcome candidates from all backgrounds who share our commitment to accessible, quality healthcare.

What's Your Next Step?

All Applications will be accepted on a continuous basis until a sufficient number of qualified applications have been received. Do NOT miss out. If you want to join our team, the deadline for the first review of applications is October 21, 2025 at 9 : 00 PM (PST). We are encouraging you to apply early. If you apply after the first review date, your application is not guaranteed to be considered for this recruitment. This recruitment may close at any time without notice after the first review date.

Our Commitment to You

Your application and resume will be reviewed by a dedicated recruiter to this position. If your experience matches what we need, we will reach out to you to discuss the next steps. The selection process may