Financial Planning

4 weeks ago

San Jose, United States Kaiser Permanente Full time

**Job Summary**:
This individual contributor is primarily responsible for supporting financial planning, modeling, analysis, and forecasting, identifying and preparing reports on financial and budgeting trends, assisting in analysis of operational performance, and gathering and preparing recommendations on financial activities and plans.

**Essential 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.
- 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.
- Supports business modeling by developing best-practice models; analyzing risk alternatives; and developing what-if scenarios and forecasts using in-house models or software.
- Supports reporting of region/business unit financial information by evaluating financial trends, data analysis reports, and forecasts of income and expense; reviewing assets, liabilities, revenues, and expenses; and using 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 assessment of the business vision, objectives, and strategic initiatives by conducting research to assess financial impact of strategies and initiatives.
- Creates budgets and/or forecasts under the guidance of others in accordance with business strategic initiatives by analyzing budgeting trends; preparing budget and forecasting; and coordinating with others to develop department/regional budgets.
- Supports internal and external audits by assisting with preparation of audit schedules and review of audit results.
- Supports field operations by analyzing their operational/financial performance.
- Supports Financial Statement Analysis of business partners (e.g., suppliers, customers, co-packers, acquisition targets) by using software systems (Internet, Bloomberg, and D&B), annual reports, and/or interviews; determining the financial status (viability) of business partners; and assessing risk implications.
- Supports others in advising region/business unit leaders on strategic fiscal matters by preparing regular and special reports for both financial and statistical matters in order to facilitate financial management throughout the organization; and organizing regular meetings with leadership to review financial results for their areas.
- Supports strategic financial planning by performing and evaluating financial, utilization, and benchmark analytics.

**Minimum Qualifications**:

- Bachelors degree in finance, business, or related field and Minimum three (3) 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,San Jose,San Jose Hospital

HoursPerWeek : 40

Shift : Day

Workdays : Mon, Tue, Wed, Thu, Fri

WorkingHoursStart : 08:30 AM

WorkingHoursEnd : 05:00 PM

Job Schedule : Full-time

Job Type : Standard

Employee Status : Regular

Employee Group/Union Affiliation : NUE-NCAL-09|NUE|Non Union Employee

Job Level : Individual Contributor

Job Category : Accounting, Finance & Actuarial Services

Department : San Jose Hospital - Hosp Admin-Bus Strategy&Fin - 0208

Travel : No

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