FP&A Analyst III - Forecasting, Reporting & Strategy

Kaiser Permanente; Santa Rosa (CA); On-site; USD 94,000 - 121,000; Full time

Job summary

Kaiser Permanente Santa Rosa, CA seeks an individual contributor to support financial planning, modeling, analysis, and forecasting across projects and operations. You will gather data, prepare recommendations, and contribute to financial activity plans and performance insights.

The role emphasizes collaboration with business partners and dotted-line teams, presenting financial implications and driving process improvements within KPIs and budgets.

Qualifications

• Bachelor's degree in finance, business, or related field; minimum three (3) years FP&A experience or equivalent experience.

Responsibilities

• Supports budgeting and forecasting for assigned region/business unit.
• Generates and analyzes financial reports, trends, and performance metrics.
• Performs financial assessments, scenario analysis, and forecasts using in-house models.
• Collaborates with cross-functional teams to improve financial performance.
• Supports internal and external audits with timely schedules and data.

Skills

Ambiguity management

Attention to detail

Business knowledge

Communication

Critical thinking

Cross-group collaboration

Decision making

Problem solving

Teamwork

Learning agility

Organizational savvy

Education

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

Job description

Kaiser Permanente Santa Rosa, CA seeks an individual contributor to support financial planning, modeling, analysis, and forecasting across projects and operations. You will gather data, prepare recommendations, and contribute to financial activity plans and performance insights.

The role emphasizes collaboration with business partners and dotted-line teams, presenting financial implications and driving process improvements within KPIs and budgets.