Business Intelligence Analyst; Financial

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…