The principal purpose of the Financial Planning Analyst II position is to provide financial forecasting and analysis services to the region.
Prepares short and long range financial forecasts for the region.
Analyzes actual financial data to identify trends and explain variances.
Prepares revised current year forecasts to update management on projected year end results.
Prepares various routine and special management reports on both financial and statistical matters. Discusses and explains such reports to management as necessary.
Acts as consultants to Kaiser managers on how to put budgets together, read and interpret financial reports and analyze variance. Provides support to Kaiser committees in evaluating costs of various proposals. Evaluates the profitability of various areas with the region, (examples are pharmacy and optical operations and the Baltimore sub-region). Designs and maintains sophisticated computer models, graphs and presentations to accomplish the above tasks.
Analyzes the operation of the computer systems that we utilize (General ledger, FTE, RMS, Membership, etc.) to identify ways to obtain optimal usage. Reviews computer system reports (writes reports in GL System as necessary) and recommends changes to enhance reporting.
Bachelor's degree in business administration, accounting, or finance OR four (4) years' experience in a directly related field.
High school diploma or General Education Development (GED) required.
License, Certification, Registration
Experience with PCs and spreadsheet / graphics / data base software is necessary.
Proven analytical skills.
Knowledge of Kaiser Permanente and Financial Planning Systems.
Master's of business administration (MBA) preferred.
Certified Public Accountant (CPA) preferred.
Primary Location: Maryland,Rockville,Rockville Regional Offices 2101 E. Jefferson St. Scheduled Weekly Hours: 40 Shift: Day Workdays: Mon, Tue, Wed, Thu, Fri Working Hours Start: 9:00 AM Working Hours End: 5:00 PM Job Schedule: Full-time Job Type: Standard Employee Status: Regular Employee Group/Union Affiliation: Salaried, Non-Union, Exempt Job Level: Individual Contributor Job Category: Accounting, Finance and Actuarial Services Specialty: Finance Department: Financial Planning Travel: No Kaiser Permanente is an equal opportunity employer committed to a diverse and inclusive workforce. Applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), age, sexual orientation, national origin, marital status, parental status, ancestry, disability, gender identity, veteran status, genetic information, other distinguishing characteristics of diversity and inclusion, or any other protected status.
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 and state laws, as well as applicable local ordinances, including but not limited to the San Francisco and Los Angeles Fair Chance Ordinances.
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