Lead Senior Financial Analyst Oakland, CA
Provides project, service line or product line management, management consulting, analytical decision support services or technical expertise for a broad array of financial and operational issues. Responsible for more complex multi-faceted projects and analyses across disciplines and functional areas. Assists in developing performance monitoring process and coordinating compilation, interpretation and presentation of monitoring information. Participates in the planning and development of regional, departmental and/or functional budgets. May be responsible for budget system completion, high level reviews and conducting area wide analyses for target development. Conducts or participates in the most complex projects where analysis requires an in-depth evaluation of factors. Dual track position: Can be either a sole contributor or a position that supervises staff.
Essential Functions:
- Coordinates performance monitoring process with junior staff and participates in the development of forecasts.
- Conducts financial analyses independently or leads a team, participating in the most complex projects.
- Designs and builds financial models based on diverse financial sources, in order to inform strategic decisions.
- May direct the production of ad hoc and periodic reports for department, facility, and/or regional management.
- Works to improve data quality processes and report design to meet diverse and changing needs for management reporting.
- Participates in the planning and development of department and non-department budgets, budget system completion, high level reviews and conducts area wide analyses for target development.
- Prepares understandable and defensible financial analyses of decision alternatives by utilizing spreadsheets and accessing various databases.
- Oversees preparation of analyses for project teams, regional, departmental, and/or functional management and staff analysts.
- Writes reports of recommendations and delivers formal presentations of analytic findings and suggested action steps to management and senior leaders.
- Facilitates and participates in meetings and presentations. Provides education and management consulting on the use and interpretation of analyses, reports, methodologies and source data to managers/leaders.
- Develops feasibility studies and business plans to support new lines of products and services.
- Supports executive staff and committees in the development, analysis a communication of cost saving strategies and budgets and in the research of financial, operation and variance issues.
- 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.
Qualifications:
Qualifications:
- Bachelor's degree or equivalent in Finance, Accounting or related field required. Continued professional development a plus.
- CPA or Masters degree preferred.
- 6+ years of experience in financial analysis, financial reporting, financial modeling or public accounting
- Exceptional analytical problem-solving and presentation of results and recommendations
- Excellent project management, communication, presentation and interpersonal skills
- Advanced ongoing work experience with Excel (e.g. functions, pivot tables) and working knowledge of Microsoft Access
- Willingness and aptitude to data mine and to learn new reporting tools
- Desire to contribute to team's successes with a positive attitude, while working in a challenging and dynamic environment
- Knowledge of health care delivery systems desirable
Secondary Functions:
- Prepare and lead the preparation of specialized reports, analysis, and financial models to support Financial Services and Corporate Strategic initiatives
- Participate or lead complex projects
- Function as the lead content expert in educating users, gathering opinions and concerns, and responding to user inquiries regarding reports
-Lead specific enhancements to the report methodology and delivery systems
- Ensure completeness and accuracy of all desk level procedures and documentation. Responsible for improving the data quality and alignment of cost and utilization for projects assigned.
- Oversee quality of selected products
- Design analytical approaches to solve problems, improve products, project costs, increase efficiency, etc
- Prepare analysis and formal presentation documents for the TPMG CFO and leadership groups such as the Board of Directors, Elected Representatives Group, and the Board's Finance and Audit Committee
- Perform business process reviews including documentation of process flow through flowcharting and review of internal controls
- Mentor and guide junior analysts to resolve problems independently
Skills Testing: Excel, Microsoft Access
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