Financial Planning Specialist

4 days ago

Fontana, United States Kaiser Permanente Full time
Job Summary:

This role is 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.

Key Responsibilities:
  • Pursue self-development and effective relationships with others by proactively providing resources, information, advice, and expertise with coworkers and customers; influence others through technical explanations and examples; provide occasional mentoring to team members; listen and respond to, seek, and address performance feedback; create plans to capitalize on strengths and develop weaknesses; anticipate and respond to the needs of others; and adapt to and learn from change, difficulties, and feedback.
  • Complete work assignments by applying up-to-date expertise in subject area to generate creative solutions; ensure all procedures and policies are followed; leverage an understanding of data, and resources to support projects or initiatives; collaborate cross-functionally to solve business problems; identify and monitor priorities, deadlines, and expectations; communicate progress and information; identify, recommend, and implement ways to address improvement opportunities; and escalate issues or risks as appropriate.
  • Support 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 generate reports summarizing business, financial, or economic data.
  • Complete costing activities by identifying cost avoidance and cost recovery opportunities.
  • Support 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.
  • Support business modeling by developing best-practice models; analyzing risk alternatives; and developing what-if scenarios and forecasts using in-house models or software.
  • Support 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).
  • Support assessment of the business vision, objectives, and strategic initiatives by conducting research to assess financial impact of strategies and initiatives.
  • Create 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.
  • Evaluate 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).
  • Support internal and external audits by assisting with preparation of audit schedules and review of audit results.
  • Support field operations by analyzing their operational/financial performance.
  • Support 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.
  • Support 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.
  • Support strategic financial planning by performing and evaluating financial, utilization, and benchmark analytics.
  • Support 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.
Requirements:
  • Bachelor's 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.
Preferred Qualifications:
  • One (1) year experience in a leadership role with or without direct reports.
  • One (1) year project management experience.

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