Financial Planning & Analysis Analyst IV
Company: Kaiser Permanente
Posted on: June 22, 2022
This individual contributor is primarily responsible for conducting
and interpreting complex financial assessment and modeling, leading
internal audit processes, conducting and reviewing strategic
financial research, and developing reports on region/business unit
- Practices self-development and promotes learning in others by
proactively providing information, resources, advice, and expertise
with coworkers and customers; building relationships with
cross-functional stakeholders; influencing others through technical
explanations and examples; adapting to competing demands and new
responsibilities; listening and responding to, seeking, and
addressing performance feedback; providing feedback to others;
creating and executing plans to capitalize on strengths and develop
weaknesses; supporting team collaboration; and adapting to and
learning from change, difficulties, and feedback.
Completes work assignments and supports business-specific projects
by applying expertise in subject area; supporting the development
of work plans to meet business priorities and deadlines; ensuring
team follows all procedures and policies; coordinating resources to
accomplish priorities and deadlines; collaborating
cross-functionally to make effective business decisions; solving
complex problems; escalating high priority issues or risks as
appropriate; and recognizing and capitalizing on improvement
Evaluates complex business environment by conducting financial
assessments (e.g., Situational,
Strategic Planning, system value chain analysis); and interpreting
reports summarizing business, financial, or economic data.
Leads internal audit process, reviews audit results, and may engage
with auditors to resolve material weaknesses, implement changes to
internal controls and proactively assess high risk areas.
Creates budgets and/or forecasts in accordance with business
strategic initiatives by analyzing and interpreting budgeting
trends; reviewing results of budget and forecasting; coordinating
with others to develop department/regional budgets; and making
Advises region/business unit leaders on strategic fiscal matters by
reviewing regular and special reports for both financial and
statistical matters in order to facilitate financial management
throughout the organization; participating in regular meetings with
leadership to review financial results for their areas; and acting
as an internal consultant to Kaiser Management team on reading and
interpreting financial results, analyzing variances, and improving
Conducts financial modeling by developing best-practice and complex
models; analyzing and optimizing risk alternatives; and developing,
reviewing, and recommending what-if scenarios and forecasts using
in-house models or software.
Assesses the business vision, objectives, and strategic initiatives
by conducting and/or reviewing research provided by others to
assess financial impact of strategies and initiatives.
Completes costing activities by identifying and suggesting cost
avoidance and cost recovery opportunities.
Evaluates performance/operations/financial state by using and
implementing templates (e.g., cash flow, RFA process, weekly unit
case report) and computer applications; reviewing and conducting
complex financial analyses (e.g., operating cash flow analyses, pro
forma P&L, line item walk forwards, volume building blocks,
NPV, IRR, Discounted Cash Flow, statistical analyses, economic
analyses); and reviewing and completing complex variance analysis
(e.g., volume, P&L line item, cost of goods, rate).
Reports region/business unit financial information by evaluating
and communicating financial trends, findings in data analysis
reports, and forecasts of income and expense; reviewing and
communicating assets, liabilities, revenues, and expenses; and
using data/inputs from region/business unit systems to support
analyses (e.g., membership and utilization reports, volume
reporting, day sales inventory, analysis spreadsheets, investment
Supports field operations by analyzing and interpreting their
operational/financial performance; and determining areas of
Conducts Financial Statement Analysis of business partners (e.g.,
suppliers, customers, co-packers, acquisition targets) by reviewing
information reported from software systems (Internet, Bloomberg,
and D&B), annual reports, and/or interviews; making
recommendations regarding the financial status (viability) of
business partners; and assessing risk implications.
Improves financial performance by analyzing financial trends; and
in partnership with the business leaders, uses results of analysis
and understanding of operations to identify actions that address
operational performance issues.
Informs strategic financial planning by performing and evaluating
complex financial, utilization, and benchmark analytics.
Assists with strategic financial planning by preparing
recommendations for financial plans, acquisition activity,
financial requirements, and operating forecasts; and developing and
interpreting financial concepts for financial planning and
- Bachelors degree in finance, business, or related field and
Minimum six (6) years Financial Planning & Analysis experience, or
directly related business experience. Additional equivalent work
experience in a directly related field may be substituted for the
- Two (2) years experience in a leadership role with or without
- Two (2) years project management experience.
- Three (3) years experience working with advanced functions of
spreadsheet software (e.g., Excel), including graphics, pivot
tables, macros and/or complex formulas.
- Three (3) years experience working with KP data sources or
- Three (3) years health care experience.
- Two (2) years experience working with advanced SQL and/or SAS
- One (1) year construction and maintenance finance
- Two (2) years corporate real estate finance experience.
- Two (2) years experience developing business cases.
- Masters degree finance, business, or related field.
- Certified Public Accountant (CPA).
- FP&A Certification.
PrimaryLocation : California,Oakland,Ordway
HoursPerWeek : 40
Shift : Day
Workdays : Mon, Tue, Wed, Thu, Fri
WorkingHoursStart : 08:00 AM
WorkingHoursEnd : 05:00 PM
Job Schedule : Full-time
Job Type : Standard
Employee Status : Regular
Employee Group/Union Affiliation : NUE-PO-01-NUE-Non Union
Job Level : Individual Contributor
Job Category : Accounting, Finance & Actuarial Services
Department : Po/Ho Corp - Medicare Analytics - 0308
Travel : No
Kaiser Permanente is an equal opportunity employer committed to a
diverse and inclusive workforce. Applicants will receive
consideration for employment without regard to race, color,
religion, sex (including pregnancy), age, sexual orientation,
national origin, marital status, parental status, ancestry,
disability, gender identity, veteran status, genetic information,
other distinguishing characteristics of diversity and inclusion, or
any other protected status.
Keywords: Kaiser Permanente, Oakland , Financial Planning & Analysis Analyst IV, Professions , Oakland, California
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