Financial Planning

3 weeks ago

Pasadena, United States Kaiser Permanente Full time

**Job Summary**:
This senior level employee is primarily responsible for conducting complex financial assessment and modeling efforts, leading internal audit processes, creating budgets and forecasts, completing costing activities, and developing reports on region/business unit performance.

**Essential Responsibilities**:

- Practices self-leadership and promotes learning in others by building relationships with cross-functional stakeholders; communicating information and providing advice to drive projects forward; influencing team members within assigned unit; listening and responding to, seeking, and addressing performance feedback; adapting to competing demands and new responsibilities; providing feedback to others, including upward feedback to leadership and mentoring junior team members; creating and executing plans to capitalize on strengths and develop weaknesses; and adapting to and learning from change, difficulties, and feedback.
- Evaluates the business environment by leading financial assessments (e.g., Situational, Strengths/Weaknesses/Opportunities/Threats, Opportunity-Based Strategic Planning, system value chain analysis); and interpreting and communicating information in reports summarizing business, financial, or economic data. Leads internal audit process, reviews audit results, and engages with auditors to resolve material weaknesses, implement changes to internal controls and proactively assess high risk areas.
- Creates budgets and/or forecasts in accordance with business strategic initiatives by interpreting and communicating budgeting trends; communicating results of budget and complex forecasting; participating in the development of department/regional budgets; and making recommendations.
- Advises region/business unit leaders on strategic fiscal matters by developing and designing regular and special reports for both financial and statistical matters in order to facilitate financial management throughout the organization; leading regular meetings with leadership to review financial results for their areas; and acting as an internal consultant to Kaiser Senior Management team on reading and interpreting financial results, analyzing variances, and improving performance.
- Conducts complex financial modeling by developing best-practice and complex models; analyzing and optimizing risk alternatives; developing what-if scenarios and forecasts using in-house models or software; and making recommendations.
- Evaluates the business vision, objectives, and strategic initiatives by performing financial analysis to evaluate financial impact of strategies and initiatives.
- Reports region/business unit financial information by reviewing evaluation of financial trends, data analysis reports, and forecasts of income and expense; suggesting changes to Leadership based on assets, liabilities, revenues, and expenses; and reviewing the 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 analyzing and interpreting their operational/financial performance; and recommending areas of improvement.
- Leads Financial Statement Analysis of business partners (e.g., suppliers, customers, co-packers, acquisition targets) by reviewing information reported from software systems (Internet, Bloomberg, and D&B), annual reports, and/or interviews; communicating the financial status (viability) of business partners; and evaluating risk implications.
- Improves financial performance by analyzing and interpreting financial trends; partnering with business leaders to identify actions that address performance issues; and implementing enhancements to operational issues 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 by preparing and analyzing recommendations for financial plans, acquisition activity, financial requirements, and operating forecasts; and interpreting financial concepts for financial planning and control.

**Minimum Qualifications**:

- Minimum three (3) years experience in a leadership role with or without direct reports.
- Bachelors degree in finance, business, or related field and Minimum eight (8) 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.

**Additional Requirements**:
PrimaryLocation : California,Pasadena,Walnut Center - Regional Offices

HoursPerWeek : 40

Shift : Day

Workdays : Mon, Tue, Wed, Thu, Fri

WorkingHoursStart : 08:00 AM

WorkingHoursEnd : 05:00 PM

Job Schedule : Full-time

Job Type : Standard

Employee Status : Regular

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

Job Level : Indivi

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