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Financial Analyst Pleasanton, CA



Description

Financial Analyst - Investment Governance & Planning, IT Finance


- The Investment Governance and Planning team focuses on business case development, investment reporting and Impact of investment target setting. The team is looking for a resource that can assist with the above functions.
- Business case support requires high level understanding of our dynamic and complex financial model as well provide insight on aligning with KP strategy
- Investment planning also requires tracking of financial data in an offline database - there is a strong need for someone to be able to build this repository for the financial data.
- This position is a highly visible position that needs to partner closely with project teams as a true strategic partner in order to continue to influence and drive cost efficiencies into KP-s business cases
- Very strong quantitative skills are required in order to support the forecasting of the dynamic project costs as well as the modeling and analysis required for business cases
- Experience with Sharepoint as repository of information is required
- Develops, interprets and implements financial concepts for financial planning and control. Performs technical analysis to determine present and future financial performance. Gathers, analyzes, prepares and summarizes recommendations for financial plans, acquisition activity, trended future requirements and operating forecasts. Performs economic research and studies in the areas of rates of return, depreciations, working capital requirements, investment opportunities, investment performance and impact of governmental requirements.

- Essential Functions:
- Prepares more complex financial trend and data analysis reports.
- May be accountable for the coordination, compilation and distribution of financial data.
- Performs financial analysis upon identification of variances and prepares summary of key findings.
- Responsible for more complex departments/functions.
- Participates in the planning and development of regional, departmental and/or functional budgets.
- May be responsible for budget system completion.
- Participates in projects of moderate complexity as assigned and may lead projects of low complexity.
- Provide ongoing user education and management consulting on the use and interpretation.
- May train and review the work of clerical personnel or peers to ensure accuracy and compliance of data entered into various financial systems.
- Develops and maintains positive working relationships with external specialist, departments and individuals who act as resources to IT Finance.



Qualifications:

Basic Qualifications:
Education
- Bachelor-s degree in Finance or a related field and/or 4 years of equivalent work experience.



Experience


- A minimum of 2 years financial analysis or related experience.
- General application of financial analysis concepts and principles.
- Full use and application of standard, financial analysis principles, theories, concepts, and techniques.
- Required proficiency in PC based word processing and spreadsheet applications, including advanced functions such as graphics, pivot tables, and macros.
- Working knowledge of financial analysis policies, practices and systems.
- Able to formulate study designs and conduct analyses.
- Frequent use of budgeting and accounting systems and processes knowledge.
- Frequent use and general knowledge of industry practices, techniques, and standards.








Additional Requirements:
- General application of financial analysis concepts and principles.
- Full use and application of standard, financial analysis principles, theories, concepts, and techniques.
- Required proficiency in PC based word processing and spreadsheet applications, including advanced functions such as graphics, pivot tables, and macros.
- Working knowledge of financial analysis policies, practices and systems.
- Able to formulate study designs and conduct analyses.
- Frequent use of budgeting and accounting systems and processes knowledge.
- Ability to travel 5 to 10% within the local area and possibly to Northern/Southern California/Colorado.

Preferred Qualifications:

- 2 years of financial experience including the ability to demonstrate experience analyzing, modeling, reporting and forecasting financial data
- A minimum 2 years of report writing or project management experience required to include preparing financial, accounting or utilization reports
- Designs and implements report modifications and improvements. Imports and exports data and graphics files from multiple databases or data warehouses to develop complex financial and management reports, tables and charts
- Understands how processes intersect and the upstream/downstream impacts of actions.
- Excellent demonstrated interpersonal and teamwork skills with a strong focus on communication






Primary Location: California,Pleasanton,Pleasanton Tech Cntr Building B 4480 Hacienda Dr.

Scheduled Hours (1-40): 40

Shift: Day

Working Days: Mon -Fri

Schedule: Full-time

Job Type: Standard

Employee Status: Regular

Employee Group: Salaried, Non-Union, Exempt

Job Level: Individual Contributor

Job: Accounting, Finance and Actuarial Services

Public Department Name: IT Finance - Investment


External hires must pass a background check/drug screen. Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with Federal, state and local laws, including but not limited to the San Francisco Fair Chance Ordinance. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, protected veteran, or disability status.

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