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 required in the primary location: 9 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 performance feedback; provides feedback to others.
• Creates and executes plans to capitalize on strengths and develop weaknesses; supports team collaboration; adapts to and learns from change.
• 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.
• Solves complex problems; escalates high priority issues or risks as appropriate; 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 engages with auditors to resolve material weaknesses.
• Creates budgets and/or forecasts in accordance with business strategic initiatives by analyzing and interpreting budgeting trends.
• Reviews results of budget and forecasting; coordinates with others to develop department/regional budgets; makes recommendations.
• Advises region/business unit leaders on strategic fiscal matters by reviewing regular and special reports for financial and statistical matters.
• 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, analyzing variances, and improving performance.
• Conducts financial modeling by developing best-practice and complex models; analyzes and optimizes risk alternatives.
• Develops, reviews, and recommends what-if scenarios and forecasts using in-house models or software.
• Assesses the business vision, objectives, and strategic initiatives by conducting and/or reviewing research provided by others.
• Completes costing activities by identifying and suggesting cost avoidance and cost recovery opportunities.
• Evaluates performance/operations/financial state by 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 and findings in data analysis reports.
• Supports field operations by analyzing and interpreting their operational/financial performance; determines areas of improvement.
• Conducts Financial Statement Analysis of business partners by reviewing information reported from software systems and annual reports.
• Makes recommendations regarding the financial status of business partners and assesses risk implications.
• Improves financial performance by analyzing financial trends and working with business leaders to identify 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, acquisition activity, financial requirements, 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.
• Three (3) years experience working with advanced functions of spreadsheet software, including graphics, pivot tables, macros, and/or complex formulas.
• Three (3) years experience working with KP data sources or tools.
• Three (3) years health care experience.
• Two (2) years experience developing business cases.
• Master's degree in finance, business, or related field.
• Certified Public Accountant (CPA).
• FP&A Certification.