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Advanced Planning Document (APD) Subject Matter Expert (SME)

Role overview

Qualifications

  • A bachelor's degree or master’s degree in Business, Public Policy, Health Management, Public Health, or a similar field or equivalent experience.
  • An understanding of CMS APD requirements, Medicaid funding mechanisms, the procurement and contracting life-cycle, and federal compliance standards.
  • Experience developing Medicaid APDs including both APD narrative and budgets.
  • Excellent communication and collaboration skills.

Responsibilities

  • Stay attuned to federal policy changes impacting Medicaid operations.
  • Gather and synthesize project information to support the development of APD budgets and supporting narrative.
  • Provide expert guidance on APD processes, funding strategies, and compliance considerations.
  • Lead client, vendor, and internal team meetings; present findings and recommendations to executive-level stakeholders.

Key facts

Other skills

  • Communication
  • Collaboration
  • Microsoft Excel
  • Microsoft Word
  • Microsoft PowerPoint
  • Growth Mindedness
  • Detail Oriented
  • Time Management

About the company

BerryDunn — Assurance, Tax and Consulting logo

BerryDunn — Assurance, Tax and Consulting

Accounting

BerryDunn is a nationally recognized firm providing assurance, tax, and consulting services. Evolving over the years to stay on the forefront of the many industries it serves, the firm’s mission has remained constant: To help each client create, grow, and protect value―while delivering exceptional service based on integrity, expertise, and a constant commitment to client success. BerryDunn serves clients from its nine offices and with 800 employees across the US and territories. Learn more at berrydunn.com.

Company details

Company typeSME
IndustryAccounting
Company size501 - 1000

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Job description

Overview:

BerryDunn is seeking an experienced Senior Consultant to join our Medicaid Practice Group, focusing on Advance Planning Document (APD) development and related consulting services. In this role, you will lead and manage complex projects supporting Medicaid Agencies in securing federal funding approval from the Centers for Medicare and Medicaid Services (CMS) through the APD process. 

 

As a Senior Consultant, you will serve as a trusted advisor to clients, providing strategic guidance, project management and subject matter expertise in APD narrative and financial development. You will work closely with client leadership and internal teams to design, implement, and optimize processes that ensure compliance, efficiency, and successful outcomes.

 

You will work remotely, hybrid, or in one of our offices, helping clients nationally. This position will primarily support our client in American Samoa with possible additional support provided to other U.S. territories. Given the focus on work in American Samoa, preference will be given to candidates based in Hawaii, or other States in the Pacific Northwest.

 

Travel Expectations: This role may require up to 25% travel to support client engagements, including on-site meetings, planning sessions, and key project milestones across American Samoa and other assigned state or territorial clients.

You Will:
  • Stay attuned to federal policy changes impacting Medicaid operations 
  • Gather and synthesize project information to support the development of APD budgets (MS Excel) and supporting narrative (MS Word) 
  • Work collaboratively across stakeholder groups to share updates, gather information, and escalate project priorities 
  • Provide expert guidance on APD processes, funding strategies, and compliance considerations 
  • Manage priorities across multiple projects/engagements 
  • Lead client, vendor, and internal team meetings; present findings and recommendations to executive-level stakeholders 
  • Complete project assignments individually and/or in collaboration with small project teams 
  • Demonstrate strong attention to detail and a commitment to quality 
  • Support the project lead(s) with project activities including but not limited to reporting, risk and issue management, scheduling, etc. 
  • Help to identify opportunities to enhance APD methodologies and contribute to practice-wide knowledge sharing 
  • Continue to grow professionally through a program of self-development and formal continuing professional education programs 
  • Participate/Support firm-wide initiatives, including new business development 
  • Work toward obtaining appropriate professional certifications 
You Have:
  • A bachelor's degree or master’s degree in Business, Public Policy, Health Management, Public Health, or a similar field or equivalent experience. May substitute five years of applicable experience for degree 
  • An understanding of CMS APD requirements, Medicaid funding mechanisms, the procurement and contracting life-cycle, and federal compliance standards 
  • Experience developing Medicaid APDs including both APD narrative and budgets  
  • Excellent communication and collaboration skills 
  • A growth mindset and commitment to continuous learning 
  • High degree of proficiency with Microsoft Excel, Word, and PowerPoint 
  • Experience leading, reviewing, synthesizing, and drafting deliverables (i.e. MS Word documents) 
Compensation Details:

The base salary range targeted for this role is $95,000-$120,000. This salary range represents BerryDunn’s good faith and reasonable estimate of the range of possible compensation at the time of posting. If an applicant possesses experience, education, or other qualifications more than the minimum requirements for this posting, that applicant is encouraged to apply, and a final salary range may then be based on those additional qualifications; compensation decisions are dependent on the facts and circumstances of each case. The salary of the finalist selected for this role will be based on a variety of factors, including but not limited to, years of experience, depth of experience, seniority, merit, education, training, amount of travel, and other relevant business considerations.

BerryDunn Benefits & Culture:

Our people are what make BerryDunn special, and in return we strive to support our employees and help them thrive. Eligible employees have access to benefits that go beyond what’s expected to support their physical, mental, career, social, and financial well-being. Visit our website for a complete list of benefits and a look into our culture: Experience BerryDunn.

 

We will ensure that individuals are provided reasonable accommodation to participate in the job application or interview process or perform essential job functions. Please contact careers@berrydunn.com to request an accommodation.

 

We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace.

 

About BerryDunn

BerryDunn is the brand name under which Berry, Dunn, McNeil & Parker, LLC and BDMP Assurance, LLP, independently owned entities, provide services. Since 1974, BerryDunn has helped businesses, nonprofits, and government agencies throughout the US and its territories solve their greatest challenges. The firm’s tax, advisory, and consulting services are provided by Berry, Dunn, McNeil & Parker, LLC, and its attest services are provided by BDMP Assurance, LLP, a licensed CPA firm. 

 

BerryDunn is a client-centered, people-first professional services firm with a mission to empower the meaningful growth of our people, clients, and communities. Led by CEO Sarah Belliveau, the firm has been recognized for its efforts in creating a diverse and inclusive workplace culture, and for its focus on learning, development, and well-being. Learn more at berrydunn.com.

 

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