IT Business Operations Consultant II - IT Finance - Excel expert

Kaiser Permanente; Greensboro (NC); On-site; USD 69,000 - 90,000; Full time

Job summary

Kaiser Permanente in Greensboro, NC, is seeking an IT Business Operations Consultant to provide financial, operational, and strategic support for large technology programs. The role is hybrid with office time and PST-hour alignment.

The ideal candidate has 8+ years Excel experience (5+ pivot tables), 2+ years IT financial experience, and strong capabilities in budgets, forecasts, cost models, and variance analysis.

Qualifications

• Bachelors degree or 2+ years in related field required.
• Strong Excel, including pivot tables, and MS Query experience required.
• Experience in IT finance/financial analysis and budgeting processes preferred.

Responsibilities

• Forecast and analyze budgets, forecasts, and funding requests.
• Prepare financial reports, variance analyses, and executive summaries.
• Support systems and business process integration plans and data initiatives.
• Collaborate with program leadership, product teams, IT Finance, and stakeholders.

Skills

Advanced Excel

Pivot tables

MS Query

SharePoint

AI tools Copilot

Financial analysis

Education

Bachelor's degree in Business Administration, CIS, Mathematics, or related field

Two years of experience in business operations, IT consulting, or related field

Job description

This position is based in Greensboro, NC. It is a hybrid/flexible position and will require time in an office. The ideal candidate will have at least 8 years of experience using Microsoft Excel, including 5 years creating pivot tables from scratch, at least 2 years of financial experience in the IT industry, and the ability to work Pacific Standard Time (PST) hours. The IT Business Operations Consultant provides financial, operational, and strategic support for large technology programs and portfolios, partnering with program leadership, product teams, IT Finance, and business stakeholders to develop budgets, forecasts, resource plans, cost models, and financial analyses. Responsibilities include financial reporting and reconciliation, LOE estimates and funding requests, variance analysis, headcount and vendor financial management, executive reporting, business case development, and long-range planning. Advanced Excel skills, including pivot tables and MS Query, along with experience using SharePoint, financial management systems, and AI tools such as Copilot in a financial setting are required.

Job Summary

This individual contributor position, under the guidance of more senior team members, analyzes information relevant to forecasting KPs future technical and operational information needs and executes business and/or technology plans to ensure capability for alignment with business unit and KPs national and regional strategies. This role provides support to management by providing information regarding business systems, data and process initiatives, and technology issues. This position also supports the implementation of technology or business process integration plans, and supports systems and business process activities.

Essential Responsibilities

• Researches and summarizes information relevant to forecasting businesss future technical and operational information needs.
• Supports and assists in providing recommendations to senior team members regarding the development and definition of the business/technology strategy based on stakeholder input.
• Supports business and/or technology plans to ensure capability for strategic alignment.
• Supports the processes of information systems needs in project areas, as assigned.
• Supports the implementation of technology or business process integration plans.
• Provides support to senior team members by providing information regarding business systems, data, process initiatives, and vendors.
• Executes systems and business process activities under the guidance of more senior team members.
• Provides support to cross-functional management by providing information regarding business and technology issues.
• Supports inter- and intra-departmental systems integration activities.
• Provides consultation and guidance to ensure technology or process owners have access to the required information and training for effective system or process operations.
• Supports the development, preparation, and utilization of reports to track operational performance across business functions, areas, or vendors.
• Tracks, maintains, and reports performance metrics (for example, data quality, customer metrics, financials).
• Supports senior team members in reviewing performance metrics and outcomes.
• Performs data analysis under the guidance of more senior team members to evaluate and ensure efficient, cost effective operational solutions which support systems processes and functional requirements.
• Assists with research on topics related to technology and business initiatives.
• Supports the development, implementation, and the maintenance of data quality improvement and training programs.
• Identifies problems in technology and business solutions to support root cause analysis.
• Builds an understanding of trends and changes in healthcare technology and information systems.
• Supports technologies, data, and metrics in alignment with the organizations vision, goals and objectives.
• Supports initiatives in alignment with other National initiatives.
• Prepares source documents related to IT processes, tools, and best practices.
• Supports consultation with departments, IT managers, and vendors as it relates to security, compliance, infrastructure, network, and established application controls.
• Supports maintenance of business continuity and resiliency-procedures and infrastructure procedures.
• Participates under the guidance of more senior team members in cross-functional and/or cross divisional task forces to identify and document functional requirements, workflow, information sources and system specifications.
• Updates and maintains a knowledge repository of current technology and business processes for designated department or business area.

Minimum Qualifications

• Bachelors degree in Business Administration, CIS, Mathematics, or related field OR two (2) years experience in business operations, IT consulting, business analysis, or a related field.

Preferred Qualifications

• One (1) year of work experience in a role requiring interaction with management (e.g., Sr. Manager level or above).
• One (1) year experience working on cross-functional project teams.

Primary Location: North Carolina,Greensboro,Greensboro Administration

Scheduled Weekly Hours: 40

Shift: Day

Workdays: Mon, Tue, Wed, Thu, Fri

Working Hours Start: 09:00 AM

Working Hours End: 05:00 PM

Job Schedule: Full-time

Job Type: Standard

Worker Location: Flexible

Employee Status: Regular

Employee Group/Union Affiliation: NUE-IT-01|NUE|Non Union Employee

Job Level: Individual Contributor

Department: KPIT ADMIN - HP BIO MS ADMIN - 9601

Pay Range: $33.36 - $43.15 / hour

Kaiser Permanente strives to offer a market competitive total rewards package and is committed to pay equity and transparency. The posted pay range is based on possible base salaries for the role and does not reflect the full value of our total rewards package. Actual base pay determined at offer will be based on labor market data, internal alignment, and a candidate's years of relevant work experience, education, certifications, skills, and geographic location.

Travel: No

Work Setting: Flexible

Worker location must align with Kaiser Permanente's Authorized States policy.

Kaiser Permanente is an equal opportunity employer committed to fair, respectful, and inclusive workplaces. Applicants will be considered for employment without regard to race, religion, sex, age, national origin, disability, veteran status, or any other protected characteristic or status.