Financial Planning Specialist

3 days ago


Fort Atkinson, Iowa, United States Kaiser Permanente Full time
Job Summary:

In this role, you will serve as a financial and operational consultant for a portfolio of medical center administrative, ancillary, inpatient, primary, and specialty care departments. You will provide operational and financial reporting, analysis, and consultation in support of organizational strategic goals. This includes providing resource allocation support, business case development, and collaborating with clinical department leadership to drive operational excellence.

Key Responsibilities:
  • Conduct financial assessments, generate reports, and provide data-driven insights to support business decisions.
  • Develop and maintain complex financial models, forecasts, and budgets.
  • Collaborate with cross-functional teams to identify and implement process improvements.
  • Provide financial and operational guidance to department leaders and stakeholders.
  • Support the evaluation of business environment, conduct financial analysis, and generate reports.
  • Develop and implement financial planning and control strategies.
  • Support business modeling, develop best-practice models, and analyze risk alternatives.
  • Support reporting of region/business unit financial information, evaluate financial trends, and provide data analysis.
Requirements:
  • Bachelor's degree in finance, business, or related field.
  • Minimum three years of Financial Planning & Analysis experience or directly related business experience.
Preferred Qualifications:
  • One year of finance experience working in a medical center or clinical setting.
  • One year of experience consulting or working directly with clinical health care leadership.
About Kaiser Permanente:

Kaiser Permanente is an equal opportunity employer committed to a diverse and inclusive workforce. We strive to create an inclusive work environment focused on a sense of belonging and wellbeing.



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