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
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