Virtual Remote Financial Planning Jobs in California

Essential Duties and Responsibilities:

• Drive the development and completion of the organization's annual operating budget. 

• Coordinate budget submissions and planning activities across departments and programs. 

• Build and maintain complex budget models, forecasting tools, and supporting schedules. 

• Review and validate revenue assumptions related to government contracts, grants, Medi-Cal, and CalAIM-funded programs. 

• Develop staffing, compensation, and position-control models. 

• Consolidate departmental and program budgets into an organization-wide operating budget. 

• Analyze budget assumptions and identify inconsistencies, financial risks, and opportunities. 

• Support budget review meetings with department and program leaders. 

• Review cost allocation methodologies and indirect cost assumptions. 

• Develop financial scenarios, sensitivity analyses, and forecasting models. 

• Prepare executive leadership and Board-ready budget presentations and supporting materials. 

• Document budget assumptions, methodologies, and planning processes. 

• Develop sustainable budgeting tools, templates, and supporting documentation for future budget cycles. 

Qualifications: 

• 7–10+ years of experience in financial planning and analysis, budgeting, forecasting, finance business partnering, or related finance functions. 

• Demonstrated experience leading annual budgeting processes for organizations with budgets of $25 million or more. 

• Prior experience in FP&A, budget management, financial planning, or similar roles with significant budget ownership. 

• Strong knowledge of nonprofit budgeting, financial planning, forecasting, and operational finance. 

Advanced to expert-level Excel skills required, including:  

• Complex financial modeling.

• Forecasting and scenario analysis.

• Staffing and compensation models.

• Pivot tables and data analysis. 

• Advanced formulas and model-building.

• Budget consolidations across multiple departments.

• Large dataset management. 

• Must be highly proficient in Excel and comfortable building budgeting and forecasting models from the ground up. 

• Experience within nonprofit healthcare, behavioral health, homelessness services, supportive housing, human services, or other mission-driven organizations strongly preferred. 

• Familiarity with California healthcare funding models strongly preferred, including Medi-Cal, CalAIM, managed care reimbursement, government contracts, grants, and restricted funding. 

• Experience with NetSuite and other ERP or budgeting systems preferred. 

• Strong analytical, problem-solving, and critical-thinking skills. 

• Excellent communication and stakeholder partnership skills. 

• Ability to work independently and manage multiple priorities with minimal oversight. 

Success in This Engagement:

The successful consultant will deliver: 

• A completed annual organizational operating budget. 

• Consolidated departmental and program budgets. 

• Staffing and compensation planning models. 

• Revenue and expense forecasts, including scenario analyses. 

• Documentation of key budget assumptions and methodologies. 

• Executive Leadership Team and Board-ready budget presentations. 

• Sustainable budgeting models, templates, and documentation that can support future budget cycles. 

Engagement Details:

• Remote contract engagement. 

• Estimated duration: 8–12 weeks. 

• Approximately 20–29 hours per week, with flexibility based on project needs. 

• Independent contractor (1099) engagement. 

• Primary point of contact: Senior Vice President of Finance. 

Physical Requirements:

This position is primarily sedentary in nature. 

Essential physical activities may include: 

• Prolonged periods of sitting. 

• Frequent computer and keyboard use. 

• Frequent use of telephones and virtual meeting platforms. 

• Occasional standing and walking. 

• Occasional reaching, bending, or carrying office materials. 

• Ability to lift, carry, push, or pull up to 15 pounds with or without reasonable accommodation. 

Work Environment:

Cardea Health program locations operate within supportive housing, interim housing, medical respite, and community-based environments serving individuals experiencing homelessness and other vulnerable populations. 

Employees may interact with individuals experiencing: 

Cardea Health is committed to trauma-informed, person-centered, and harm-reduction-oriented service delivery. Employees are expected to interact with residents, visitors, community partners, and colleagues in a professional, respectful, and compassionate manner. Given the population we serve, employees may interact with or provide services to individuals who may have co-occurring medical, behavioral health or substance use conditions. 

Benefits:

We offer access to competitive and comprehensive healthcare benefits such as: Medical, dental, vision, EAP, life insurance, long-term disability, HSA or FSA, Dependent Care FSA, voluntary benefits, paid sick leave, paid vacation time, birthday time off, and 401(k) with up to 3.5% employer match.  

Benefit eligibility varies based on employment status, scheduled hours, and plan requirements. Full-time employees are generally eligible for employer-sponsored benefit contributions. Eligible part-time employees may participate in available benefit programs subject to plan terms. Per diem employees are generally not eligible for employer-sponsored benefits except as required by applicable federal, state, or local law or as otherwise provided under applicable benefit plans. 

Screening Requirements:

Criminal background screening, national criminal records search, healthcare sanctions screening, employment verification, education verification, license verification, MVR (where applicable), and reference checks may be required as part to the screening process. 

Fair Chance Hiring Statement:

Qualified applicants with arrest and conviction records will be considered for employment in accordance with applicable federal, state, and local laws. A background check may be required following a conditional offer of employment. Please do not let this requirement discourage you from applying. We encourage candidates from all backgrounds and experiences to apply and will evaluate applicants fairly and individually. 

Encouragement to Apply:

We recognize that no candidate meets every qualification. If you are excited about this role, we encourage you to apply even if your experience does not perfectly match every requirement. 

Cardea Health is an Equal Opportunity Employer: 

Cardea Health is committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, age, gender identity or gender expression, genetic information, marital status, national origin, disability, citizenship or veteran status. We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the state of California and San Francisco Fair Chance Ordinance. 

This job description is not designed to contain a comprehensive list of activities, duties, or responsibilities for this role. Activities, duties, or responsibilities may change, or a new job description may be assigned at any time with or without notice.