Cascadia Health
Business Intelligence Analyst (Financial)
Cascadia Health, Portland, Oregon, United States, 97204
Overview
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, leverages 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 Epic for clinical reporting.
This position must understand, appreciate, and respect the diversity and cultural differences within our Cascadia community. It is expected that this position promotes integrated care, a trauma-informed and person-first approach, and helps create a work environment of inclusion, safety, and acceptance. Responsibilities
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 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 Epic Data & Reporting
Extract, report, and analyze data housed within Epic Report using a suite of Epic tools including Reporting Workbench, Slicer Dicer, Business Objects/Crystal Reports, and Clarity and Signal Provide reports that are clear, comprehensive, error-free, and include basic interpretation and actionable insights Create dashboards for financial, staffing, and clinical data and support staff utilizing them; ensure ongoing accuracy through regular maintenance and auditing Develop tools, trainings, and documentation to support organizational reporting and effective utilization of electronic data systems Support data integrity through issue investigation and regular auditing Perform other duties as assigned 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 related field with focus on finance/accounting Certification 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 Required: 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 (GL, budgeting, actuals vs forecast, cost center planning) Advanced Excel skills for data organization and dynamic visuals Proficient with Microsoft Suite Ability to create technical documentation through reports and data/report models Strong time management and self-motivation; ability to learn new information Strong verbal and written communication and collaboration skills Other: Ability to travel to other locations Benefits
Generous Paid Time Off package; full-time employees earn 6 weeks of PTO in the 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 with up to 8% employer matching Flexible Spending Account (FSA) Short-Term and Long-Term Disability, Life Insurance Paid Bereavement and Jury Duty Leave Length of Service Award; Supplemental Insurance; Student loan forgiveness options Wellness Benefits
EAP; Bicycle Reimbursement; Discounted Fitness Memberships; Trauma Support Team Starting rate range in USD ($): 86166.3 – 92321.64
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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, leverages 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 Epic for clinical reporting.
This position must understand, appreciate, and respect the diversity and cultural differences within our Cascadia community. It is expected that this position promotes integrated care, a trauma-informed and person-first approach, and helps create a work environment of inclusion, safety, and acceptance. Responsibilities
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 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 Epic Data & Reporting
Extract, report, and analyze data housed within Epic Report using a suite of Epic tools including Reporting Workbench, Slicer Dicer, Business Objects/Crystal Reports, and Clarity and Signal Provide reports that are clear, comprehensive, error-free, and include basic interpretation and actionable insights Create dashboards for financial, staffing, and clinical data and support staff utilizing them; ensure ongoing accuracy through regular maintenance and auditing Develop tools, trainings, and documentation to support organizational reporting and effective utilization of electronic data systems Support data integrity through issue investigation and regular auditing Perform other duties as assigned 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 related field with focus on finance/accounting Certification 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 Required: 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 (GL, budgeting, actuals vs forecast, cost center planning) Advanced Excel skills for data organization and dynamic visuals Proficient with Microsoft Suite Ability to create technical documentation through reports and data/report models Strong time management and self-motivation; ability to learn new information Strong verbal and written communication and collaboration skills Other: Ability to travel to other locations Benefits
Generous Paid Time Off package; full-time employees earn 6 weeks of PTO in the 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 with up to 8% employer matching Flexible Spending Account (FSA) Short-Term and Long-Term Disability, Life Insurance Paid Bereavement and Jury Duty Leave Length of Service Award; Supplemental Insurance; Student loan forgiveness options Wellness Benefits
EAP; Bicycle Reimbursement; Discounted Fitness Memberships; Trauma Support Team Starting rate range in USD ($): 86166.3 – 92321.64
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