Financial Planning Specialist
7 days ago
This role is responsible for supporting financial planning, modeling, and analysis to identify and prepare reports on financial and budgeting trends. The ideal candidate will assist in analyzing operational performance, gathering and preparing recommendations on financial activities and plans, and pursuing self-development and effective relationships with others.
Key Responsibilities- Support financial planning and modeling to identify and prepare reports on financial and budgeting trends.
- Assist in analyzing operational performance and gathering and preparing recommendations on financial activities and plans.
- Pursue self-development and effective relationships with others by providing resources, information, advice, and expertise to coworkers and customers.
- Complete work assignments by applying up-to-date expertise in subject area to generate creative solutions.
- Support the evaluation of the business environment by conducting financial assessments and generating reports summarizing business, financial, or economic data.
- Support improving financial performance by identifying financial trends, using results of analyses, and calling attention to operational issues that need to be addressed.
- 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.
- 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.
- Evaluate performance/operations/financial state by using and implementing templates and computer applications.
- Bachelor's degree in finance, business, or related field.
- 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 include one (1) year experience in a leadership role with or without direct reports and one (1) year project management experience.
Kaiser Permanente is an equal opportunity employer committed to a diverse and inclusive workforce. We aim to make it a part of everything we do and strive to create an inclusive work environment focused on a sense of belonging and wellbeing.
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