FP&A Analyst VI - (On-Site)

Kaiser Permanente; Redwood City (CA); On-site; USD 150,000 - 190,000; Full time

Job summary

Kaiser Permanente in Redwood City, CA is seeking a senior-level finance leader to guide complex financial assessment and modeling, budgeting and forecasting, and internal audit oversight across regions/business units.

The role drives strategic financial planning, cost analysis, and performance reporting, partnering with senior executives to translate strategy into actionable financial plans and to improve overall financial performance.

Qualifications

• Five (5) years of leadership experience, with or without direct reports.
• Bachelor's degree in finance, business, or related field and ten (10) years FP&A experience, or equivalent to meet the requirement.

Responsibilities

• Lead complex and non-complex financial assessment and modeling efforts.
• Oversee internal audit processes and implement control improvements.
• Develop and manage budgets and forecasts aligned to strategic initiatives.
• Lead costing activities and identify cost-saving opportunities.
• Develop reports on regional/business unit performance for leadership.
• Advises leaders on strategic fiscal matters and analyzes variances.
• Conduct advanced financial modeling and scenario analysis to support decision making.
• Proactively assess high-risk areas and drive performance improvements.

Skills

Leadership

Financial analysis

Budgeting

Forecasting

Internal audit

Cross-functional collaboration

Financial reporting

Strategic planning

Modeling

Variance analysis

Education

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

Tools

Excel

Financial modeling software

Job description

Job Summary:

This senior level employee is primarily responsible for leading complex and non-complex financial assessment and modeling efforts, leading internal audit processes, overseeing the development of budgets and forecasts, leading costing activities, and developing reports on region/business unit performance.

Essential Responsibilities:

• Practices self-leadership and promotes learning in others by soliciting and acting on performance feedback; building collaborative, cross-functional relationships; communicating information and providing advice to drive projects forward; adapting to competing demands and new responsibilities; providing feedback to others, including upward feedback to leadership; influencing, mentoring, and coaching team members; fostering open dialogue amongst team members; evaluating and responding to the strengths and weaknesses of self and unit members; and adapting to and learning from change, difficulties, and feedback.
• Drives the execution of multiple work streams by identifying customer and operational needs; developing and updating new procedures and policies; gaining cross-functional support for objectives and priorities; translating business strategy into actionable business requirements; obtaining and distributing resources; setting standards and measuring progress; removing obstacles that impact performance; guiding performance and developing contingency plans accordingly; solving highly complex issues; and influencing the completion of project tasks by others.
• Evaluates the business environment by coordinating financial assessments (e.g., Situational, Strengths/Weaknesses/Opportunities/Threats, Opportunity-Based Strategic Planning, system value chain analysis); and communicating information in reports summarizing business, financial, or economic data to advise leaders on the long-term financial strategy.
• Leads internal audit process, reviews audit results, and engages with auditors to resolve issues, implement changes to internal controls and proactively assess high risk areas.
• Oversees development of budgets and/or forecasts in accordance with business strategic initiatives by making recommendations based on budgeting trends; coordinating budget and forecasting; and leading the development of department/regional budgets.
• Advises region/business unit leaders on strategic fiscal matters by implementing complex initiatives; leading and coordinating regular meetings with leadership to review financial results for their areas; and acting as a subject matter expert to Kaiser Senior Management team on reading and interpreting financial results, analyzing variances, and improving performance.
• Leads non-complex and complex financial modeling by developing and reviewing models; communicating risk alternatives; and evaluating what-if scenarios and forecasts using in-house models software; and making recommendations.
• Evaluates the business vision, objectives, and strategic initiatives by communicating the financial impact of strategies and initiatives and formulating recommendations.
• Leads costing activities by recognizing cost avoidance and cost recovery opportunities; and recommending and implementing solutions.
• Evaluates performance/operations/financial state by developing vision for new templates (e.g., cash flow, RFA process, weekly unit case report) and computer applications; coordinating financial analyses (e.g., operating cash flow analyses, pro forma P&L, line item walk forwards, volume building blocks, NPV, IRR, Discounted Cash Flow, statistical analyses, economic analyses); communicating results; and coordinating variance analysis (e.g., volume, P&L line item, cost of goods, rate).
• Reports region/business unit financial information by coordinating use of financial trends, data analysis reports, and forecasts of income and expense; providing recommendations to Leadership based on assets, liabilities, revenues, and expenses; and leading the use of data/inputs from region/business unit systems to support analyses (e.g., membership and utilization reports, volume reporting, day sales inventory, analysis spreadsheets, investment schedules).
• Supports field operations by reviewing their operational/financial performance; recommending areas of improvement and implementing solutions.
• Leads Financial Statement Analysis of initiatives of business partners (e.g., suppliers, customers, co-packers, acquisition targets) by coordinating information reported from software systems (Internet, Bloomberg, and D&B), annual reports, and/or interviews; making recommendations based on the financial status (viability) of business partners; and minimizing risk implications.
• Improves financial performance by communicating financial trends; partnering with senior business leaders to identify actions that address performance issues; and recommending enhancements in order to improve performance.
• Informs strategic financial planning by interpreting and making recommendations based on financial, utilization, and benchmark data.
• Drives strategic financial planning for complex initiatives by preparing and analyzing recommendations for financial plans, acquisition activity, financial requirements, and operating forecasts; and interpreting financial concepts for financial planning and control.

Knowledge, Skills and Abilities: (Core)

• Ambiguity/Uncertainty Management
• Attention to Detail
• Business Knowledge
• Communication
• Critical Thinking
• Cross-Group Collaboration
• Decision Making
• Dependability
• Diversity, Equity, and Inclusion Support
• 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

Minimum Qualifications:

• Minimum five (5) years experience in a leadership role with or without direct reports.
• Bachelors degree in finance, business, or related field and Minimum ten (10) 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.

Preferred Qualifications:

• Three (3) years of work experience in a role requiring interaction with executive leadership (e.g., Vice President level and above).
• Three (3) years project management experience.