[Hiring] Financial Planning & Analysis Analyst III @Kaiser Permanente

Role Description

This individual contributor is primarily responsible for supporting financial planning, modeling, analysis, and forecasting, identifying and preparing reports on financial and budgeting trends, assisting in analysis of operational performance, and gathering and preparing recommendations on financial activities and plans.

• Pursues self-development and effective relationships with others by proactively providing resources, information, advice, and expertise with coworkers and customers.
• Influences others through technical explanations and examples; provides occasional mentoring to team members.
• Listens and responds to, seeks, and addresses performance feedback; creates plans to capitalize on strengths and develop weaknesses.
• Anticipates and responds to the needs of others; adapts to and learns from change, difficulties, and feedback.
• Completes work assignments by applying up-to-date expertise in subject area to generate creative solutions.
• Ensures all procedures and policies are followed; leverages an understanding of data and resources to support projects or initiatives.
• Collaborates cross-functionally to solve business problems; identifies and monitors priorities, deadlines, and expectations.
• Communicates progress and information; identifies, recommends, and implements ways to address improvement opportunities.
• Escalates issues or risks as appropriate.
• Supports the evaluation of the business environment by conducting financial assessments and generating reports summarizing business, financial, or economic data.
• Completes costing activities by identifying cost avoidance and cost recovery opportunities.
• Supports improving financial performance by identifying financial trends and partnering with the business to address operational performance issues.
• Supports business modeling by developing best-practice models and analyzing risk alternatives.
• Supports reporting of region/business unit financial information by evaluating financial trends and using data/inputs from region/business unit systems to support analyses.
• Supports assessment of the business vision, objectives, and strategic initiatives by conducting research to assess financial impact of strategies and initiatives.
• Creates budgets and/or forecasts under the guidance of others in accordance with business strategic initiatives.
• Evaluates performance/operations/financial state by using and implementing templates and conducting complex financial analyses.
• Supports internal and external audits by assisting with preparation of audit schedules and review of audit results.
• Supports field operations by analyzing their operational/financial performance.
• Supports Financial Statement Analysis of business partners by determining the financial status (viability) of business partners and assessing risk implications.
• Supports others in advising region/business unit leaders on strategic fiscal matters by preparing regular and special reports.
• Supports strategic financial planning by performing and evaluating financial, utilization, and benchmark analytics.
• Gathers and prepares recommendations for financial plans, acquisition activity, financial requirements, and operating forecasts.

Qualifications

• Bachelors degree in finance, business, or related field.
• Minimum three (3) years Financial Planning & Analysis experience, or directly related business experience.
• Additional equivalent work experience in a directly related field may be substituted for the degree requirement.