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Financial Planning Specialist
2 months ago
This position plays a crucial role in supporting financial planning and analysis for Kaiser Permanente. The ideal candidate will be responsible for modeling, analysis, and forecasting financial trends, identifying and preparing reports on budgeting and financial performance, and collaborating with business leaders to address operational issues and improve financial performance.
Key Responsibilities:
1. Pursue self-development and effective relationships with others by providing resources, information, advice, and expertise to coworkers and customers, influencing others through technical explanations and examples, and creating plans to capitalize on strengths and develop weaknesses.
2. Complete work assignments by applying up-to-date expertise in subject area to generate creative solutions, ensuring all procedures and policies are followed, and leveraging an understanding of data and resources to support projects or initiatives.
3. Support the evaluation of the business environment by conducting financial assessments, generating reports summarizing business, financial, or economic data, and identifying financial trends.
4. Complete costing activities by identifying cost avoidance and cost recovery opportunities and supporting the development of best-practice models and what-if scenarios and forecasts using in-house models or software.
5. Support reporting of region/business unit financial information by evaluating financial trends, data analysis reports, and forecasts of income and expense, reviewing assets, liabilities, revenues, and expenses, and using data/inputs from region/business unit systems to support analyses.
6. Support assessment of the business vision, objectives, and strategic initiatives by conducting research to assess financial impact of strategies and initiatives.
7. Create budgets and/or forecasts under the guidance of others in accordance with business strategic initiatives by analyzing budgeting trends, preparing budget and forecasting, and coordinating with others to develop department/regional budgets.
8. Evaluate performance/operations/financial state by using and implementing templates and computer applications, conducting complex financial analyses, and completing complex variance analysis.
9. Support internal and external audits by assisting with preparation of audit schedules and review of audit results.
10. Support field operations by analyzing their operational/financial performance and supporting Financial Statement Analysis of business partners by using software systems, annual reports, and/or interviews to determine the financial status (viability) of business partners and assess risk implications.
11. Support others in advising region/business unit leaders on strategic fiscal matters by preparing regular and special reports for both financial and statistical matters in order to facilitate financial management throughout the organization and organizing regular meetings with leadership to review financial results for their areas.
Requirements:
Bachelor's degree in finance, business, or related field and 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.
