Financial Planning

3 days ago

Santa Ana, 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.

  • Completes work assignments by applying up-to-date expertise in subject area to generate creative solutions; ensuring all procedures and policies are followed; leveraging an understanding of data, and resources to support projects or initiatives; collaborating cross-functionally to solve business problems; identifying and monitoring priorities, deadlines, and expectations; communicating progress and information; identifying, recommending, and implementing ways to address improvement opportunities; and escalating issues or risks as appropriate.

  • 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.

  • Evaluates performance/operations/ financial state by using and implementing templates (e.g., cash flow, RFA process, weekly unit case report) and computer applications; conducting complex 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); and completing complex variance analysis (e.g., volume, P&L line item, cost of goods, rate).

  • 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.

  • Supports strategic financial planning by gathering and preparing recommendations for financial plans, acquisition activity, financial requirements, and operating forecasts; and applying financial concepts for financial planning and control.

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:

COMPANY: KAISER

TITLE: Financial Planning & Analysis Analyst III (Flexible) - Santa Ana

LOCATION: Santa Ana, California

REQNUMBER: 1310631

External hires must pass a background check/drug screen. Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with Federal, state and local laws, including but not limited to the San Francisco Fair Chance Ordinance. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, protected veteran, or disability status.

  • Financial Planning Manager

    4 days ago

    Santa Ana, United States PL & L LLC Full time

    Job DescriptionJob DescriptionFP&A ManagerThe ideal candidate will have 5-15 years’ experience, with at least 5 years working at a mid-market CPG company as well as experience working in Business Central.Key Responsibilities:Strategic Analysis & Forecasting:Collaborate with multiple entities and cross functional teams to develop and maintain budget and...

  • Corporate Financial Planning Specialist

    6 days ago

    Santa Ana, California, United States PL & L LLC Full time

    Job OverviewWe are seeking a highly skilled Corporate Financial Planning Specialist to join our team at PL & L LLC. As a key member of our finance department, you will be responsible for developing and maintaining budget and rolling financial forecasts.You will work closely with multiple entities and cross-functional teams to provide detailed financial...

  • Logistics and Financial Planning Manager

    4 days ago

    Santa Ana, California, United States CCS Corp Full time

    ResponsibilitiesCreation, maintenance, and distribution of Production, Development Build Plans, Engine Kit Build Schedule in ERP System (Syspro)Creation and maintenance of Production Financial Build Plan ForecastResponsible for researching and analyzing production budgets and inventory levelsResponsible for the allocation and rotation of engines in...

  • Financial Planning

    4 days ago

    Santa Ana, 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

    4 days ago

    Santa Ana, 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

    4 days ago

    Santa Ana, 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 Consultant

    2 days ago

    Santa Ana, United States Ironclad Wealth Partners Full time

    Job DescriptionJob DescriptionJob SummaryWe are looking for 4 motivated and experienced Consultants to join our team in a part-time, 100% commission-based role with uncapped earning potential. While financial industry experience is not required, the ideal candidate will have a strong background in problem-solving and client relationship management. In this...

  • Business Planning and Analysis Manager

    6 days ago

    Santa Ana, California, United States PL & L LLC Full time

    About UsPL & L LLC is a dynamic organization seeking an experienced Business Planning and Analysis Manager to join our team. As a key member of our finance department, you will be responsible for developing and maintaining budget and rolling financial forecasts.You will work closely with multiple entities and cross-functional teams to provide detailed...

  • Production Planning and Control Specialist

    7 days ago

    Santa Ana, California, United States CCS INC Full time

    Job SummaryWe are looking for an experienced Production Planning and Control Specialist to lead our production planning and control efforts. As a key member of the CCS INC team, you will be responsible for creating and maintaining production financial build plan forecasts, researching and analyzing production budgets, and managing inventory across multiple...

  • Financial Planning Professional

    1 hour ago

    Santa Rosa, California, United States Analog Capital Partners Full time

    Analog Capital Partners is dedicated to delivering exceptional wealth management services to our clients. We are now seeking a talented CFP Wealth Advisor to join our team and help us achieve our mission.The ideal candidate will possess:Bachelor's degree in Finance, Economics, Business Administration, or a related fieldCertified Financial Planner (CFP)...

  • Financial Planning Specialist

    50 minutes ago

    Santa Rosa, California, United States Samara Full time

    Role OverviewThe Financial Analyst will play a key role in driving business growth and success by providing timely and accurate financial insights. This position will be responsible for forecasting, budgeting, and analyzing financial data to inform strategic decisions.

  • Financial Planning Lead

    6 days ago

    Santa Rosa, California, United States Sonic Internet + Phone Full time

    Key ResponsibilitiesDevelop and maintain financial dashboards, KPIs, and reports to monitor business performance.Partner with senior leaders to evaluate financial outcomes and identify growth opportunities.Conduct variance analysis to compare actual results to budgets and forecasts, providing recommendations for corrective actions.The ideal candidate will...

  • Financial Planning and Analysis Lead

    6 days ago

    Santa Clara, California, United States Palo Alto Networks Full time

    Key ResponsibilitiesDevelop and maintain relationships with key Sales leadership within North America to understand their business needs and provide financial guidance.Translate Go-to-market strategy and company goals into annual Bookings, OPEX, and HC plans for North America.Guide and drive the Segment Sales financial close and forecast process, providing...

  • Strategic Financial Advisor

    2 hours ago

    Santa Ana, California, United States Ironclad Wealth Partners Full time

    Job DetailsWe are seeking highly motivated and experienced professionals to join our team as Financial Consultants at Ironclad Wealth Partners. This role offers a unique opportunity to work closely with clients, understand their financial needs, and develop tailored strategies to meet their objectives.About the Position:Work closely with clients to...

  • Financial Planning and Analysis Manager

    2 days ago

    Santa Clara, California, United States Applied Materials Full time

    About the RoleThe CTO Finance Lead will partner with CTO executive staff and program leadership teams to drive finance operating rhythm, provide actionable insights, and deliver to financial targets. This position requires a strong understanding of financial planning and analysis principles and excellent communication and interpersonal skills.**Key...

  • Financial Analysis Expert

    7 hours ago

    Santa Ana, California, United States Full Send Full time

    Financial Analyst Job Description:">Full Send Corporation is seeking an experienced financial analyst to join our accounting team. As a growing brand in the influencer merchandise space, we are building a team of motivated professionals to help lead our company to further success.">Responsibilities:">">Analyze and interpret financial data to inform business...

  • Production and Development Build Plans Coordinator

    4 days ago

    Santa Ana, California, United States CCS Corp Full time

    Job SummaryThe Logistics and Financial Planning Manager will play a critical role in coordinating production and development build plans across various engine specifications.This position requires strong analytical skills, proficiency in Excel, and experience with Kaizen and continuous improvement methodologies.The ideal candidate will have 5+ years of...

  • Corporate Financial Planning Analyst

    1 day ago

    Santa Clara, California, United States Palo Alto Networks Full time

    Your CareerWe're looking for an experienced finance professional to join our team as a Corporate Financial Planning Analyst. The successful candidate will be responsible for assessing topline impact of new initiatives, opportunities, and accounting policy changes.This role requires strong analytical skills, familiarity with large datasets, and the ability to...

  • Senior Financial Operations Manager

    4 days ago

    Santa Ana, California, United States First American Full time

    We are looking for a skilled Senior Financial Analyst to join our team at First American. This role will drive business performance by providing financial and strategic insight through sound financial analysis, identifying and tracking key metrics, and being a valued business partner.Key ResponsibilitiesDevelops, maintains, and delivers monthly and quarterly...

  • Wealth Planning Consultant

    6 days ago

    Santa Clarita, California, United States Raymond James Financial Services Full time

    About This RoleAs a Wealth Planning Consultant at Raymond James Financial Services, you will play a vital role in supporting our Lead Advisors to ensure every client and prospective client receives exceptional service.You will take the lead on delivering unbiased advice to create outstanding client experiences.Educating clients and prospects about our...