Financial Planning & Analysis Analyst III (Capital Construction Projects)

Overview

This individual contributor role supports financial planning, modeling, analysis, and forecasting. Responsibilities include identifying and preparing reports on financial and budgeting trends, assisting in analysis of operational performance, and gathering and preparing recommendations for financial activities and plans.

Candidates must reside in NCAL Region.

Responsibilities

• Develop strong working relationships by proactively providing resources, information, advice, and expertise to coworkers and customers.
• Influence others through technical explanations and examples; provide occasional mentoring to team members.
• Listen to, respond to, and address performance feedback; adapt to change, difficulties, and feedback.
• Complete work assignments by applying up-to-date expertise to generate creative solutions.
• Ensure procedures and policies are followed; leverage data and resources to support projects and initiatives.
• Collaborate cross-functionally to solve business problems.
• Identify and monitor priorities, deadlines, and expectations; communicate progress and information.
• Identify, recommend, and implement improvement opportunities; escalate issues or risks as appropriate.
• Support evaluation of the business environment through financial assessments (e.g., Situational, Strengths/Weaknesses/Opportunities/Threats, Opportunity-Based Strategic Planning, system value chain analysis).
• Generate reports summarizing business, financial, or economic data.
• Support costing activities by identifying cost avoidance and cost recovery opportunities.
• Improve financial performance by identifying financial trends and partnering with the business to address operational performance issues.
• Support business modeling by developing best-practice models; analyzing risk alternatives; creating 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.
• Review assets, liabilities, revenues, and expenses; use inputs from region/business unit systems (e.g., membership and utilization reports, volume reporting, day sales inventory, analysis spreadsheets, investment schedules).
• Assess business vision, objectives, and strategic initiatives by researching their financial impact.
• Create budgets and/or forecasts under the guidance of others, aligned to business strategic initiatives.
• Coordinate with others to develop department/regional budgets.
• Evaluate performance and financial state using templates (e.g., cash flow, RFA process, weekly unit case report) and computer applications.
• Conduct complex financial analyses (including operating cash flow analyses, pro forma P&L, line item walk forwards, volume building blocks, NPV, IRR, Discounted Cash Flow, and statistical/economic analyses).
• Perform complex variance analysis (including volume, P&L line item, cost of goods, and rate).
• Support internal and external audits by preparing audit schedules and reviewing audit results.
• Support field operations by analyzing operational/financial performance.
• Support financial statement analysis of business partners (e.g., suppliers, customers, co-packers, acquisition targets) using software systems (Internet, Bloomberg, and D&B), annual reports, and/or interviews.
• Determine business partner financial viability and assess risk implications.
• Advise region/business unit leaders on strategic fiscal matters by preparing regular and special reports.
• Organize regular meetings with leadership to review financial results for their areas.
• Support strategic financial planning through financial, utilization, and benchmark analytics.
• Gather and prepare recommendations for financial plans, acquisition activity, financial requirements, and operating forecasts.
• Apply 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 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

• One (1) year experience in a leadership role with or without direct reports.
• One (1) year project management experience.

Compensation & Benefits

• Pay Range: $93,500 - $120,890 / year
• The posted pay range reflects possible base salaries for the role and does not represent the full value of total rewards.
• Actual base pay at offer will be determined based on labor market data, internal alignment, and a candidate’s years of relevant work experience, education, certifications, skills, and geographic location.

Work Schedule

• Full-time
• Scheduled Weekly Hours: 40
• Shift: Day
• Workdays: Mon, Tue, Wed, Thu, Fri
• Working Hours Start: 08:00 AM
• Working Hours End: 05:00 PM

Location

• Primary Location: California, Pleasanton, Pleasanton Tech Cntr Building A
• Worker Location: Flexible
• Worker location must align with Kaiser Permanente's Authorized States policy.

Travel

• Yes, 15% of the time.

Equal Opportunity

The employer is an equal opportunity employer committed to fair, respectful, and inclusive workplaces and considers applicants without regard to race, religion, sex, age, national origin, disability, veteran status, or any other protected characteristic or status.