Sr Financial Analyst
DEPARTMENT: TPMG Controller’s Office
SCHEDULE: Full time regular, 40 hours/week, Day shift, Monday-Friday, 9:00am-6:00pm
EDUCATION/LICENSE/CERTIFICATION: Bachelor's degree or equivalent. CPA or Masters degree preferred.
JOB SUMMARY: Prepares financial reports and conducts comprehensive analyses with written summaries to management. May be accountable for the coordination, compilation and distribution of financial data by junior staff. Performs financial analysis upon identification of variances, and coordinates with junior analysts variance analysis process as defined. Participates in the planning and development of regional, departmental and/or functional budgets. May be responsible for budget system completion and high level reviews. Participates in and/or leads projects of moderate to complex scope as assigned.
QUALIFICATIONS: 4+ years related experience in financial analysis and budgeting. Highly developed knowledge of finance theories such as present values theory/cash flow analysis and accounting principles. Able to formulate finance study designs and prepare and conduct professional presentations. Advanced proficiency in PC based word processing and spreadsheet applications, including advanced functions such as graphics, pivot tables, macros and database management. Strong oral, written and presentation communication skills. Strong facilitation skills. Works under limited guidance; accountable to complete work assignments. May provide functional direction to junior finance staff.
DUTIES: Initiates investigation of budget variances, cost trends and utilization patterns and performs analysis. Coordinates monitoring process as defined. Ensures budget forecasting and financial planning and analysis are conducted in accordance with Administrative objectives. Designs analytical reports and prepares complex financial trend and data analysis reports. May be accountable for the coordination, compilation, and verification of analytic interpretation of financial reports and analyses prepared by junior staff. Participates in the planning and development of regional, departmental and/or functional budgets. May be responsible for budget system completion and high level reviews. Performs special projects/studies of moderate to complex scope as directed. Develops work plans independently.
Completes structured projects with targeted analytical outcomes, defined clients and project teams. Works autonomously and collaboratively with project teams and clients. Identifies operational impact of analytical findings. Manages projects of moderate to complex scope with general supervision. Conducts ongoing user education and provides management consultation on the use and interpretation of analyses, reports, methodologies and source data and systems. May develop spreadsheet and database analyses for presentation and analysis of financial reports. Coordinates and interacts with any of the following: Finance Team, Admin, Dept. Administrators & Chiefs in providing analytical assistance within defined parameters. May prepare and/or give presentations. Monitors compliance with policies and procedures related to financial management and budget systems and related automated systems.
DEPARTMENT SPECIFIC DUTIES: Provide analytical support to Medical Center initiatives as the need arise.
Kaiser Permanente conducts compensation reviews of positions on a routine basis. At any time, Kaiser Permanente reserves the right to reevaluate and change job descriptions, or to change such positions from salaried to hourly pay status. Such changes are generally implemented only after notice is given to affected employees.
Consistently supports compliance and the Principles of Responsibility (KP’s code of conduct) by maintaining confidentiality, protecting the assets of the organization, acting with ethics and integrity, reporting non-compliance, and adhering to applicable Federal and State laws and regulations, accreditation and licensure requirements, and KP policies and procedures.
In addition to defined technical requirements, accountable for consistently demonstrating service behaviors and principles defined by the Kaiser Permanente Service Quality Credo, the KP Mission as well as specific departmental/organizational initiatives. Also accountable for consistently demonstrating the knowledge, skills, abilities, and behaviors necessary to provide superior and culturally sensitive service to each other, to our members, and to purchasers, contracted providers and vendors.
PLEASE NOTE: - Kaiser Permanente is an AA/EEO employer -
