Financial Planning & Analysis Analyst IV

Note: Work location is on-site with the flexibility to work remotely. The primary location will be in-office for meetings, per Kaiser Permanente's Authorized States Policy. Employees may be required to travel to a Kaiser Permanente or customer site. Residency is required in the primary location state: 10 Piedmont Center, 3495 Piedmont Rd., NE, Atlanta, Georgia 30305.

Job Summary:

This individual contributor is primarily responsible for conducting and interpreting complex financial assessments and modeling, leading internal audit processes, conducting and reviewing strategic financial research, and developing reports on region/business unit performance.

Essential Responsibilities:

• Practices self-development and promotes learning in others by proactively providing information, resources, advice, and expertise with coworkers and customers.
• Builds relationships with cross-functional stakeholders and influences others through technical explanations and examples.
• Adapts to competing demands and new responsibilities, listens and responds to, seeks, and addresses performance feedback.
• Provides feedback to others and creates and executes plans to capitalize on strengths and develop weaknesses.
• Supports team collaboration and adapts to and learns from change, difficulties, and feedback.
• Completes work assignments and supports business-specific projects by applying expertise in subject area.
• Supports the development of work plans to meet business priorities and deadlines.
• Ensures team follows all procedures and policies; coordinates resources to accomplish priorities and deadlines.
• Collaborates cross-functionally to make effective business decisions and solves complex problems.
• Escalates high priority issues or risks as appropriate and recognizes and capitalizes on improvement opportunities.
• Evaluates complex business environments by conducting financial assessments and interpreting reports summarizing business, financial, or economic data.
• Leads internal audit processes, reviews audit results, and may engage with auditors to resolve material weaknesses.
• Creates budgets and/or forecasts in accordance with business strategic initiatives.
• Advises region/business unit leaders on strategic fiscal matters by reviewing regular and special reports.
• Participates in regular meetings with leadership to review financial results for their areas.
• Acts as an internal consultant to Kaiser Management team on reading and interpreting financial results.
• Conducts financial modeling by developing best-practice and complex models.
• Assesses the business vision, objectives, and strategic initiatives by conducting and/or reviewing research.
• Completes costing activities by identifying and suggesting cost avoidance and cost recovery opportunities.
• Evaluates performance/operations/financial state by using and implementing templates and computer applications.
• Reviews and conducts complex financial analyses and variance analysis.
• Reports region/business unit financial information by evaluating and communicating financial trends.
• Supports field operations by analyzing and interpreting their operational/financial performance.
• Conducts Financial Statement Analysis of business partners by reviewing information reported from software systems.
• Makes recommendations regarding the financial status (viability) of business partners.
• Improves financial performance by analyzing financial trends and identifying actions that address operational performance issues.
• Informs strategic financial planning by performing and evaluating complex financial, utilization, and benchmark analytics.
• Assists with strategic financial planning by preparing recommendations for financial plans and operating forecasts.
• Develops and interprets financial concepts for financial planning and control.

Knowledge, Skills and Abilities: (Core)

• Ambiguity/Uncertainty Management
• Attention to Detail
• Business Knowledge
• Communication
• Critical Thinking
• Cross-Group Collaboration
• Decision Making
• Dependability
• Diversity, Equity, and Inclusion Support
• Drives Results
• Facilitation Skills
• Health Care Industry
• Influencing Others
• Integrity
• Learning Agility
• Organizational Savvy
• Problem Solving
• Short- and Long-term Learning & Recall
• Teamwork
• Topic-Specific Communication

Minimum Qualifications:

• Bachelor's degree in finance, business, or related field and minimum six (6) 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:

• Two (2) years experience in a leadership role with or without direct reports.
• Two (2) years project management experience.