Financial Analyst (Advance Planning Document)

Excelraise, LLC is a leading provider of full-service IT solutions and a talent management company headquartered in Denver, CO. At Excelraise, we specialize in IT staffing solutions tailored for government and federal clients across the USA.

Excelraise, LLC is seeking a Financial Analyst (Advance Planning Document) for our Direct client in Raleigh, NC.

***This is 100% Remote Job***

The APD Financial Analyst supports the financial management and oversight of Advance Planning Document (APD) activities to help ensure compliance with CMS-approved federal funding requirements. This position works closely with the APO Finance Manager, ITD Finance, and DHB Budget teams to assist with tracking Medicaid Enterprise System (MES) project expenditures, monitoring budgets, and supporting financial reporting activities. The APD Financial Analyst helps maintain the accuracy and integrity of financial information included in APDs by reviewing project budget data, validating cost information, and ensuring alignment with CMS funding requirements. The position assists with the preparation and maintenance of APD budget tables, including updates to the Medicaid Detailed Budget Table (MDBT), and supports the development of financial documentation and budget narratives.

Key Responsibilities

• Assist with monitoring APD-related expenditures and budgets.
• Review and validate financial information included in APD submissions.
• Maintain and update the Medicaid Detailed Budget Table (MDBT).
• Support the preparation of APD budget tables and financial documentation.
• Gather and verify cost estimates from project teams and stakeholders.
• Monitor project spending and identify potential budget issues.
• Assist with developing financial narratives and supporting documentation.
• Participate in budget planning and review meetings.
• Collaborate with Finance, Budget, and project teams to support financial compliance and reporting.
• Support the APO Finance Manager with financial analysis and budget management activities.

• Experience executing against multiple priorities/projects.
• Demonstrated project management, training, and facilitating experience.
• Prior MDBT development, budget, or accounting experience.
• Experience writing, reviewing, or drafting financial narratives for APDs.
• Prior state government/public sector experience with health and human services programs.
• Demonstrated stakeholder engagement and collaboration experience.

• Advanced proficiency in financial software and tools.
• Experience with Medicaid and other federal funding programs.
• Strong analytical and problem-solving skills.
• Excellent communication and presentation skills.
• Ability to work independently and as part of a team.