Financial Planning

4 weeks ago


Pasadena, 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,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 : Individual Contributor

Job Category : Accounting, Finance & Actuarial Services

Department : Regional Offices - Pasadena - Regional FP&A - 0808

Travel : No


  • Financial Planning

    2 weeks ago


    Pasadena, California, 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...

  • Financial Planning

    2 days ago


    Pasadena, California, 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...

  • Financial Counselor

    1 week ago


    Pasadena, United States The Boring Financial Company Full time

    Job DescriptionJob Description**Overview:**We are seeking a dedicated Financial Advisor to join our team. The ideal candidate will provide financial guidance and investment advice to clients, helping them achieve their financial goals.**Responsibilities:**- Assess clients' financial situations by analyzing their financial goals, income, expenses, risk...

  • Financial Counselor

    6 days ago


    Pasadena, United States The Boring Financial Company Full time

    Job DescriptionJob Description**Overview:**We are seeking a dedicated Financial Advisor to join our team. The ideal candidate will provide financial guidance and investment advice to clients, helping them achieve their financial goals. Self Motivated with Ability to be Trained Commission Only**Responsibilities:**- Assess clients' financial situations by...

  • Financial Counselor

    2 days ago


    Pasadena, United States The Boring Financial Company Full time

    Job DescriptionJob Description**Overview:**We are seeking a dedicated Financial Advisor to join our team. The ideal candidate will provide financial guidance and investment advice to clients, helping them achieve their financial goals. Self Motivated with Ability to be Trained Commission Only**Responsibilities:**- Assess clients' financial situations by...

  • Financial Planning

    1 month 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...

  • Financial Planning

    7 hours ago


    Pasadena, 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...

  • Financial Planning

    1 week 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...


  • Pasadena, United States IMA Financial Group Full time

    What You'll Do Lead the process of implementation of new and existing partners into the IMA ecosystem in terms of Accounting & Finance, including project management of systems, GL codes, reporting and basic integration Contribute to the corporate annual budget process and provides periodic forecasting as needed Execute partner-related reports with careful...


  • Pasadena, CA, 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...

  • Financial Analyst

    1 week ago


    Pasadena, United States Five Acres Full time

    Summary: Responsible for performing and supporting decision support services, budgeting, financial reporting, analytics, cost accounting, forecasting, projections, predictive and fiscal modeling for the Agency. Developing reports, information and provide analysis that supports organizational decision making through high-level analysis, reporting, research...


  • Pasadena, United States Randstad USA Full time

    Seeking a seasoned financial analyst with a Bachelor’s degree in Finance (preferred) and a minimum of 8 years of experience. Proficiency in Advanced MS Excel & Office Suite, SharePoint, and ideally, experience with PeopleSoft Financials, IBM TM1, and Tableau as an end user. Candidates with a background in Insurance and Healthcare are preferred....


  • Pasadena, United States KennedyJenks Consulting Full time

    Tuesday, May 7, 2024 Founded in 1919, KJ has always looked to the future. With a talented team of professionals and a culture of continuous improvement, we deliver exceptional engineering and environmental consulting services today, with a focus on innovation and sustainability. Using new advanced analytics, technology, and tools, KJ improves designs,...

  • Financial Consultant

    1 month ago


    South Pasadena, United States East West Bank Full time

    Introduction: Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create...


  • Pasadena, United States Modern Woodmen of America Full time

    Overview The Modern Woodmen – [OFFICE] is seeking a motivated and driven individual to join our team as an Associate Financial Representative. This role offers an opportunity to partner with a respected local business and work alongside the Managing Partner and Senior Financial Representative. The ideal candidate will maintain existing relationships with...


  • Pasadena, United States Modern Woodmen of America Full time

    Overview The Modern Woodmen – [OFFICE] is seeking a motivated and driven individual to join our team as an Associate Financial Representative. This role offers an opportunity to partner with a respected local business and work alongside the Managing Partner and Senior Financial Representative. The ideal candidate will maintain existing relationships with...


  • Pasadena, United States Modern Woodmen of America Full time

    Overview The Modern Woodmen – [OFFICE] is seeking a motivated and driven individual to join our team as an Associate Financial Representative. This role offers an opportunity to partner with a respected local business and work alongside the Managing Partner and Senior Financial Representative. The ideal candidate will maintain existing relationships with...


  • Pasadena, United States Modern Woodmen of America Full time

    Overview The Modern Woodmen – [OFFICE] is seeking a motivated and driven individual to join our team as an Associate Financial Representative. This role offers an opportunity to partner with a respected local business and work alongside the Managing Partner and Senior Financial Representative. The ideal candidate will maintain existing relationships with...


  • Pasadena, United States Modern Woodmen of America Full time

    Overview The Modern Woodmen – [OFFICE] is seeking a motivated and driven individual to join our team as an Associate Financial Representative. This role offers an opportunity to partner with a respected local business and work alongside the Managing Partner and Senior Financial Representative. The ideal candidate will maintain existing relationships with...


  • Pasadena, United States Pennymac Full time

    PENNYMAC: Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U.S. mortgage loans and the management of investments related to the U.S. mortgage market. At Pennymac, our people are the foundation of our success and at the heart of our dynamic...