Financial Planning & Analysis Analyst III, Medical Financial Operations

This role provides financial and operational planning support for a portfolio of medical center departments, delivering reporting, analysis, and business-case development while partnering with clinical leadership to advance operational performance within Kaiser Permanente’s integrated health care model.

Role overview

The Financial Planning & Analysis Analyst III supports a portfolio of medical center departments by delivering financial planning, reporting, and business-case development. The position collaborates with clinical leadership to inform strategic decisions and drive operational excellence within Kaiser Permanente’s integrated health care system.

Responsibilities

• Develops proactive working relationships across teams by providing resources, information, and expertise to colleagues and stakeholders; actively seeks feedback, mentors teammates, pursues self-development, and communicates complex concepts clearly to influence decisions; remains flexible in the face of change.
• Completes assignments independently using current subject-matter expertise to generate practical solutions; ensures policy and procedure adherence; collaborates cross-functionally to resolve business problems and escalates risks when appropriate; tracks priorities and communicates progress.
• Assesses the business environment through financial analyses such as SWOT, scenario planning, and strategic analyses, and prepares reports summarizing financial and economic data.
• Performs costing activities to identify opportunities for cost avoidance and cost recovery.
• Supports improvements in financial performance by identifying trends, highlighting operational issues, partnering with business units to address performance gaps, and implementing corrective actions when needed.
• Supports business modeling by developing best-practice models, analyzing risk alternatives, and creating what-if scenarios and forecasts using in-house tools.
• Assists in reporting regional or business-unit financial information by evaluating trends, preparing analyses and forecasts of income and expenses, and reviewing assets, liabilities, revenues, and expenses using data from regional systems.
• Evaluates the financial impact of strategic initiatives by researching and analyzing alignment with the business vision and objectives.
• Creates budgets and forecasts under guidance by analyzing budgeting trends and coordinating with stakeholders to develop department and regional budgets.
• Performs advanced financial analyses (cash flow, pro forma P&L, variance analysis, NPV, IRR, discounted cash flow, and other economic analyses) and evaluates performance using standard templates and tools.
• Supports internal and external audits by assisting with audit schedules and reviewing results; analyzes field operations to assess financial performance.
• Supports financial statement analysis of business partners by evaluating viability and risk implications using software and published reports.
• Advises regional or business-unit leaders on strategic fiscal matters by preparing regular and ad hoc financial and statistical reports and coordinating reviews of financial results with leadership.
• Provides input for strategic financial planning through utilization and benchmark analytics, and prepares recommendations for financial plans, acquisitions, and operating forecasts while applying financial planning concepts.

Requirements

• Bachelor's degree in finance, business, or related field.
• Minimum three (3) years of Financial Planning & Analysis experience or directly related business experience.
• Equivalent work experience in a directly related field may substitute for the degree requirement.
• One (1) year of finance experience working in a medical center or clinical setting.
• One (1) year of experience consulting or working directly with clinical health care leadership.

Technologies

• SAS
• SQL
• Bloomberg
• D&B

Location

San Bruno, California (onsite). Primary location: 851 Traeger Ave, San Bruno, CA.

Compensation

Salary range: USD 93,500 to 120,890 per year.

Work details

• Hours per week: 40
• Shift: Day
• Workdays: Monday through Friday
• Working hours: 9:00 AM to 5:30 PM
• Job schedule: Full-time
• Job type: Standard
• Employee status: Regular
• Employee group / union: NUE-NCAL-09 | NUE | Non Union Employee
• Job level: Individual Contributor
• Travel: No

Department

Oakland Reg - 1950 Franklin - Medical Office Controllers - 0206