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Financial Planning Specialist

2 months ago

Walnut Creek, California, United States Kaiser Permanente Full time

This unique role involves providing financial and operational consulting services for various departments within a medical center. The responsibilities include offering insights and recommendations to support organizational objectives, collaborating with clinical leadership, and analyzing complex data to drive decision-making.

This position requires a deep understanding of healthcare operations and Kaiser Permanente's integrated model. The individual will be tasked with assessing department workflows, optimizing efficiencies, and developing staffing models.

Key duties and responsibilities include:

  • Fostering effective relationships through mentorship and guidance
  • Autonomously completing work assignments and supporting projects
  • Conducting financial assessments and generating business reports
  • Identifying cost-saving opportunities and enhancing financial performance
  • Developing financial models and forecasts
  • Evaluating business performance and conducting variance analysis
  • Supporting strategic initiatives and financial planning

Requirements:

  • Bachelor's degree in finance, business, or a related field
  • Minimum three (3) years of Financial Planning & Analysis experience

Preferred Qualifications:

  • One (1) year of finance experience in a medical center or clinical setting
  • One (1) year of experience working with clinical healthcare leadership