Financial Planning Specialist

2 weeks ago

Renton, Washington, United States Kaiser Permanente Full time
Job Summary

This is a key position that partners with facility operations leadership to drive efficiencies, streamline processes, and increase value while reducing costs. The role will initially be 100% on-site for several months and thereafter may be flexible but will not become fully remote.

Responsibilities
  • Conduct and interpret complex financial assessments and modeling, leading internal audit processes, conducting and reviewing strategic financial research, and developing reports on region/business unit performance.
  • Practice self-development and promote learning in others by providing information, resources, advice, and expertise to coworkers and customers, building relationships with cross-functional stakeholders, and influencing others through technical explanations and examples.
  • Complete work assignments and support business-specific projects by applying expertise in the subject area, supporting the development of work plans to meet business priorities and deadlines, ensuring the team follows all procedures and policies, coordinating resources to accomplish priorities and deadlines, collaborating cross-functionally to make effective business decisions, solving complex problems, escalating high-priority issues or risks as appropriate, and recognizing and capitalizing on improvement opportunities.
  • Evaluate complex business environments by conducting financial assessments and interpreting reports summarizing business, financial, or economic data.
  • Lead internal audit processes, review audit results, and engage with auditors to resolve material weaknesses, implement changes to internal controls, and proactively assess high-risk areas.
  • Create budgets and/or forecasts in accordance with business strategic initiatives by analyzing and interpreting budgeting trends, reviewing results of budget and forecasting, coordinating with others to develop department/regional budgets, and making recommendations.
  • Advise region/business unit leaders on strategic fiscal matters by reviewing regular and special reports for both financial and statistical matters to facilitate financial management throughout the organization, participating in regular meetings with leadership to review financial results for their areas, and acting as an internal consultant to the Kaiser Management team on reading and interpreting financial results, analyzing variances, and improving performance.
  • Conduct financial modeling by developing best-practice and complex models, analyzing and optimizing risk alternatives, and developing, reviewing, and recommending what-if scenarios and forecasts using in-house models or software.
  • Assess the business vision, objectives, and strategic initiatives by conducting and/or reviewing research provided by others to assess the financial impact of strategies and initiatives.
  • Complete costing activities by identifying and suggesting cost avoidance and cost recovery opportunities.
  • Evaluate performance/operations/financial state by using and implementing templates and computer applications, reviewing and conducting complex financial analyses, and reviewing and completing complex variance analysis.
  • Report region/business unit financial information by evaluating and communicating financial trends, findings in data analysis reports, and forecasts of income and expense, reviewing and communicating assets, liabilities, revenues, and expenses, and using data/inputs from region/business unit systems to support analyses.
  • Support field operations by analyzing and interpreting their operational/financial performance and determining areas of improvement.
  • Conduct Financial Statement Analysis of business partners by reviewing information reported from software systems, annual reports, and/or interviews, making recommendations regarding the financial status (viability) of business partners, and assessing risk implications.
  • Improve financial performance by analyzing financial trends and, in partnership with business leaders, using results of analysis and understanding of operations to identify actions that address operational performance issues.
  • Inform strategic financial planning by performing and evaluating complex financial, utilization, and benchmark analytics.
  • Assist with strategic financial planning by preparing recommendations for financial plans, acquisition activity, financial requirements, and operating forecasts, and developing and interpreting financial concepts for financial planning and control.
Requirements
  • Bachelor's degree in finance, business, or a related field and minimum six (6) years of 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
  • Two (2) years of experience in a leadership role with or without direct reports.
  • Two (2) years of project management experience.

  • Financial Planning Specialist

    4 weeks ago

    Renton, Washington, United States Kaiser Permanente Full time

    Job SummaryThis is a key position that partners with facility operations leadership to drive efficiencies, streamline processes, and increase value while reducing costs. The role will initially be 100% on-site for several months and thereafter may be flexible but will not become fully remote.Key ResponsibilitiesConduct and interpret complex financial...

  • Financial Planning Specialist

    1 week ago

    Renton, Washington, United States Kaiser Permanente Full time

    Job Summary:This is a key position that partners with facility operations leadership to drive efficiencies, streamline processes, and increase value while reducing costs. The role will initially be 100% on-site for several months and thereafter may be flexible but will not become fully remote.Key Responsibilities:Conduct and interpret complex financial...

  • Financial Planning Specialist

    3 weeks ago

    Renton, Washington, United States Kaiser Permanente Full time

    Job SummaryThis role is responsible for conducting and interpreting complex financial assessments and modeling, leading internal audit processes, and developing reports on region/business unit performance.Key ResponsibilitiesPractices self-development and promotes learning in others by providing information, resources, advice, and expertise to coworkers and...

  • Financial Services Specialist

    2 weeks ago

    Renton, Washington, United States Walker's Renton Subaru Full time

    Job OverviewWalker's Renton Subaru Mazda is seeking a highly skilled Financial Services Specialist to provide exceptional financing experiences for our customers. As a key member of our team, you will be responsible for delivering in-depth explanations of aftermarket products and extended service contracts, while ensuring that customers have a clear...

  • Senior Financial Analyst

    1 month ago

    Renton, Washington, United States Creative Financial Staffing Full time

    Sr. Staff Accountant OpportunityWe are seeking a highly skilled Sr. Staff Accountant to join our client's finance team in Renton. As a key member of the team, you will play a crucial role in managing the financial aspects of capital projects, ensuring they align with corporate policies and financial objectives.Key Responsibilities:Collaborate with project...

  • Financial Services Professional

    2 weeks ago

    Renton, Washington, United States LPL Financial Holdings, Inc. Full time

    Unlock Your Potential as a Financial AdvisorLPL Financial partners with credit unions to offer a comprehensive suite of financial services to their clients. This employment opportunity at Global Credit Union in Renton, WA, would allow you to join the Investment Program as a Financial Advisor associated with LPL Financial. As a Financial Advisor, you will be...

  • Financial Services Specialist

    1 week ago

    Renton, Washington, United States Walker's Renton Subaru Full time

    At Walker's Renton Subaru Mazda, we're seeking a skilled Financial Services Specialist to provide exceptional financing experiences for our customers. As a key member of our team, you'll be responsible for delivering in-depth explanations of aftermarket products and extended service contracts, while precisely handling financing and leasing transactions. Your...

  • Estate Planning Specialist

    1 week ago

    Renton, Washington, United States Law Offices of Beth A. McDaniel, PLLC Full time

    Job OverviewWe are seeking a highly organized and detail-oriented Estate Planning Specialist to join our legal team. The ideal candidate will have a strong work ethic, excellent communication skills, and a passion for delivering exceptional client service.Key Responsibilities:Drafting, editing, and finalizing estate planning documents, including wills,...

  • Accounts Receivable Specialist

    1 week ago

    Renton, Washington, United States Creative Financial Staffing Full time

    At Creative Financial Staffing, we are seeking a skilled Accounts Receivable Specialist to join our team. This full-time role provides an opportunity to utilize your collections expertise while growing within a supportive and collaborative environment.Key Responsibilities:Manage the collection of outstanding accounts receivableContact clients to follow up on...

  • Financial Analyst

    2 weeks ago

    Renton, Washington, United States Distant Lands Coffee Full time

    Financial Analyst Job DescriptionWe are seeking a highly skilled Financial Analyst to join our team at Distant Lands Coffee. As a key member of our finance department, you will be responsible for analyzing financial data, preparing financial reports, and providing insights to inform business decisions.Key Responsibilities:Financial Analysis: Analyze...

  • AR/Collections Specialist

    7 days ago

    Renton, Washington, United States Creative Financial Staffing Full time

    AR/Collections Specialist Role OverviewThe AR/Collections Specialist will be responsible for managing customer accounts, generating and reviewing aging reports, and documenting collection activities. This role requires strong communication skills, attention to detail, and the ability to work independently in a fast-paced environment.Key...

  • Financial Controller

    2 weeks ago

    Renton, Washington, United States Middleby Coffee Solutions Group Full time

    Financial ControllerMiddleby Coffee Solutions Group is seeking a highly skilled Financial Controller to join our team. As a key member of our leadership team, you will be responsible for overseeing the accounting operations and driving strategic financial decisions.Key Responsibilities:Lead and manage all accounting operations, including general ledger,...

  • Medical Imaging Specialist

    4 weeks ago

    Renton, Washington, United States TotalMed Full time

    Unlock Your Career Potential with TotalMedWe are seeking a skilled Medical Imaging Specialist to join our team for a travel assignment in Renton, Washington.About the Role:As a Medical Imaging Specialist, you will be responsible for operating and maintaining diagnostic equipment to ensure high-quality patient care.You will work closely with our team to...

  • Financial Services Professional

    2 weeks ago

    Renton, Washington, United States Global Credit Union Full time

    Job Title: Financial AdvisorAt Global Credit Union, we are seeking a highly motivated and experienced Financial Advisor to join our team. As a Financial Advisor, you will be responsible for developing new business and servicing existing accounts in alignment with our goals and industry requirements.Key Responsibilities:Meet with existing and prospective...

  • Grant Accounting Specialist

    4 days ago

    Renton, Washington, United States Puget Sound Educational Service District Full time

    Job Title: Grant Accounting SpecialistPuget Sound Educational Service District is seeking a highly skilled Grant Accounting Specialist to join our team. As a key member of our financial management team, you will be responsible for providing budgeting, monitoring, and auditing services for our governmental grants, contracts, and non-grant agency programs.Key...

  • Senior Financial Analyst

    5 days ago

    Renton, Washington, United States Kaiser Permanente Full time

    Job Summary:This is a key position that partners with facility operations leadership to drive efficiencies, streamline processes and increase value while reducing costs. The role will initially be 100% on site for several months and thereafter may be flexible but will not become fully remote.This individual contributor is primarily responsible for conducting...

  • Grant Accounting Specialist

    1 week ago

    Renton, Washington, United States Puget Sound Educational Service District Full time

    Job Title: Grant Accounting SpecialistPuget Sound Educational Service District is seeking a highly skilled Grant Accounting Specialist to join our team. As a key member of our financial team, you will be responsible for providing budgeting, monitoring, and auditing services for our governmental grants, contracts, and non-grant agency programs.Key...

  • Financial Services Professional

    4 days ago

    Renton, Washington, United States Global Credit Union Full time

    Job SummaryWe are seeking a highly skilled Financial Services Professional to join our team at Global Credit Union. As a key member of our investment services team, you will be responsible for developing new business and servicing existing accounts in alignment with our goals and industry requirements.Key ResponsibilitiesMeet with existing and prospective...

  • Project Accountant

    1 week ago

    Renton, Washington, United States Flatiron Construction Full time

    Project Accountant Job DescriptionAs a Project Accountant at Flatiron Construction, you will play a critical role in preparing and analyzing financial information for our projects. Your expertise will be essential in generating accurate financial reports, ensuring compliance with company policies, and providing valuable insights to project teams.Financial...

  • Travel Financial Analyst

    4 days ago

    Renton, Washington, United States Kaiser Permanente Full time

    Job SummaryKaiser Permanente is seeking a skilled Travel Financial Analyst to join our team. As a key member of our finance department, you will be responsible for conducting and interpreting complex financial assessments and modeling, leading internal audit processes, and developing reports on region/business unit performance.Key ResponsibilitiesConduct and...