FP&A Analyst III — Power BI & Strategic Forecasting

Kaiser Permanente; Baldwin Park (CA); Hybrid; USD 90,000 - 120,000; Full time

Job summary

Kaiser Permanente is seeking a financial planning and analysis professional to support modeling, forecasting, and reporting on budgeting trends across the organization. This individual contributor role emphasizes collaboration with cross-functional teams, delivering insights, and preparing recommendations to improve financial performance and operational efficiency.

The candidate will analyze data, build forecasts, and assist in strategic financial planning.

Qualifications

• Bachelor's degree in finance, business, or related field and minimum three (3) years Financial Planning & Analysis experience.
• Additional equivalent work experience in a directly related field may be substituted for the degree requirement.
• One (1) year experience in a leadership role with or without direct reports.

Responsibilities

• Pursues self-development and effective relationships with others by proactively providing resources, information, advice, and expertise with coworkers and customers; influencing others through technical explanations and examples; providing occasional mentoring to team members; listening and responding to, seeking, and addressing performance feedback; creating plans to capitalize on strengths and develop weaknesses; anticipating and responding to the needs of others; and adapting to and learning from change, difficulties, and feedback.
• Completes work assignments by applying up-to-date expertise in subject area to generate creative solutions; ensuring all procedures and policies are followed; leveraging an understanding of data, and resources to support projects or initiatives; collaborating cross-functionally to solve business problems; identifying and monitoring priorities, deadlines, and expectations; communicating progress and information; identifying, recommending, and implementing ways to address improvement opportunities; and escalating issues or risks as appropriate.
• Supports the evaluation of the business environment by conducting financial assessments (e.g., Situational, Strengths/Weaknesses/Opportunities/Threats, Opportunity-Based Strategic Planning, system value chain analysis); 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; using results of analyses; calling attention to operational issues that need to be addressed to improve performance; and partnering with the business to address operational performance issues.

Skills

Ambiguity/Uncertainty Management

Attention to Detail

Business Knowledge

Communication

Critical Thinking

Cross-Group Collaboration

Decision Making

Dependability

Diversity, Equity, and Inclusion

Drives Results

Influencing Others

Integrity

Learning Agility

Organizational Savvy

Problem Solving

Teamwork

Topic-Specific Communication

Education

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

Tools

SQL

SAS

Job description

Kaiser Permanente is seeking a financial planning and analysis professional to support modeling, forecasting, and reporting on budgeting trends across the organization. This individual contributor role emphasizes collaboration with cross-functional teams, delivering insights, and preparing recommendations to improve financial performance and operational efficiency.

The candidate will analyze data, build forecasts, and assist in strategic financial planning.