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Financial Analysis Specialist

2 months ago


Fontana, United States Kaiser Permanente Full time

Job Overview:

This role is primarily focused on enhancing financial planning, modeling, analysis, and forecasting. The individual will identify and prepare reports on financial and budgeting trends, assist in evaluating operational performance, and compile recommendations regarding financial activities and strategies.

Key Responsibilities:

  1. Engages in self-improvement and fosters effective relationships by providing resources, information, and expertise to colleagues and stakeholders; influences through technical insights and examples; offers mentoring to team members; actively listens and responds to feedback; creates development plans to leverage strengths and address weaknesses; anticipates and meets the needs of others; and adapts to changes and challenges.
  2. Completes assignments by applying current expertise to generate innovative solutions; ensures adherence to procedures and policies; utilizes data and resources to support projects; collaborates across departments to resolve business challenges; identifies and monitors priorities and deadlines; communicates progress and findings; recommends and implements improvements; and escalates issues as necessary.
  3. Conducts financial assessments to evaluate the business environment, generating reports that summarize business, financial, or economic data.
  4. Identifies opportunities for cost avoidance and recovery to support costing activities.
  5. Enhances financial performance by recognizing financial trends; utilizing analysis results; highlighting operational issues that require attention; and collaborating with the business to resolve performance challenges.
  6. Develops best-practice business models; analyzes risk alternatives; and creates what-if scenarios and forecasts using proprietary models or software.
  7. Evaluates financial information for regions or business units by analyzing trends, data reports, and income and expense forecasts; reviews financial statements; and uses data from regional systems to support analyses.
  8. Assesses the financial impact of strategic initiatives by conducting research to evaluate business vision and objectives.
  9. Creates budgets and forecasts in alignment with strategic initiatives by analyzing budgeting trends and coordinating with teams to develop departmental budgets.
  10. Implements performance evaluations by utilizing templates and software applications; conducts complex financial analyses; and completes variance analyses.
  11. Assists with internal and external audits by preparing audit schedules and reviewing results.
  12. Analyzes operational and financial performance to support field operations.
  13. Conducts financial statement analysis of business partners to determine financial viability and assess risk implications.
  14. Prepares reports for regional leaders on strategic fiscal matters to facilitate financial management across the organization; organizes meetings to review financial outcomes.
  15. Performs and evaluates financial, utilization, and benchmark analytics to support strategic financial planning.
  16. Gathers and prepares recommendations for financial plans, acquisition activities, and operating forecasts, applying financial concepts for effective planning and control.

Minimum Qualifications:

  1. Bachelor's degree in finance, business, or a related field, along with a minimum of three years of experience in Financial Planning & Analysis or a directly related field. Equivalent work experience may substitute for the degree requirement.

Additional Requirements: