FP&A Analyst II: Strategic Forecasting & Analytics

Kaiser Permanente; San Francisco (CA); On-site; USD 100,000 - 140,000; Full time

Job summary

Kaiser Permanente in San Francisco, CA seeks an individual contributor to support financial planning, modeling, analysis, and forecasting. You will assist in financial assessment, prepare reports, and research financial trends to influence strategic decisions.

The role emphasizes collaboration with leadership and other departments, helping to develop budgets, scenarios, and performance analyses to improve financial outcomes across the organization.

Qualifications

• Bachelor's degree in finance, business, or related field OR minimum three (3) years financial planning and/or data analysis experience, or directly related business experience.
• Demonstrated ability to analyze financial data and produce actionable insights.
• Strong communication and cross-functional collaboration skills.

Responsibilities

• Supports financial planning by assisting with budgeting, forecasting, and variance analyses.
• Assists with preparing financial and statistical reports and researching financial trends.
• Supports audits and the development of regular leadership financial reviews.
• Contributes to financial modeling and what-if scenario analyses.
• Assists in evaluating business environments using standard analyses and templates.
• Supports regional budgets and forecasts aligned with strategic initiatives.
• Helps document risks and improvement opportunities to inform decisions.
• Gathers data from multiple sources to support financial reporting.

Skills

Ambiguity/Uncertainty Management

Attention to Detail

Business Knowledge

Communication

Critical Thinking

Cross-Group Collaboration

Decision Making

Dependability

Diversity, Equity, and Inclusion

Drives Results

Facilitation Skills

Health Care Industry

Influencing Others

Integrity

Learning Agility

Organizational Savvy

Problem Solving

Short- and Long-term Learning & Recall

Teamwork

Topic-Specific Communication

Education

Bachelor's degree in finance, business, or related field

Three years financial planning and/or data analysis experience

Tools

Bloomberg

D&B

Spreadsheets (Excel)

Job description

Kaiser Permanente in San Francisco, CA seeks an individual contributor to support financial planning, modeling, analysis, and forecasting. You will assist in financial assessment, prepare reports, and research financial trends to influence strategic decisions.

The role emphasizes collaboration with leadership and other departments, helping to develop budgets, scenarios, and performance analyses to improve financial outcomes across the organization.