Financial Planning & Analysis Analyst III, Medical Financial Operations Onsite

About the Role

This individual contributor position serves as a financial and operational consultant for a portfolio of medical center administrative, ancillary, inpatient, primary, and/or specialty care departments under the guidance of more senior staff. Responsibilities include providing operational and financial reporting, analysis, and consultation to support organizational strategic goals, resource allocation support including business case development, and collaborating with clinical department leadership to drive operational excellence through influence, analysis, interpretation, and data validation.

The role requires maintaining and leveraging an understanding of healthcare operations and Kaiser Permanente’s integrated healthcare model at the clinical level. This may involve interpreting large volumes of complex data (e.g., medical records, financials), providing detailed operational data to evaluate performance improvement initiatives, programming and conducting statistical analyses (e.g., SAS, SQL), and preparing detailed business cases in partnership with department leaders.

The position also involves assessing and evaluating department operations and workflows, identifying opportunities to optimize efficiencies in appointment supply and demand, applying data modeling concepts to financial and non-financial scenarios, and developing and maintaining complex staffing models for department and medical center operations.

Responsibilities

• Proactively provide resources, information, advice, and expertise to coworkers and members; listen to, seek, and address performance feedback; mentor team members.
• Pursue self-development; create plans to capitalize on strengths and develop weaknesses; influence others through technical explanations and examples.
• Adapt to and learn from change, challenges, and feedback; demonstrate flexibility in work approaches; assist others in adapting to new tasks and processes.
• Support and respond to the needs of others to achieve business outcomes.
• Complete work assignments autonomously using up-to-date expertise; ensure adherence to procedures and policies; leverage data and resources to support projects or initiatives.
• Collaborate cross-functionally to solve business problems; escalate issues or risks as appropriate; communicate progress and information.
• Identify, monitor, and support priorities, deadlines, and expectations; implement improvement opportunities for the team.
• Conduct financial assessments (e.g., SWOT analysis, system value chain analysis) and generate reports summarizing business, financial, or economic data.
• Identify cost avoidance and cost recovery opportunities; complete costing activities.
• Improve financial performance by identifying financial trends, analyzing results, addressing operational issues, and partnering with the business to enhance performance.
• Develop best-practice models, analyze risk alternatives, and create what-if scenarios and forecasts using in-house models or software.
• Evaluate and report region/business unit financial information, including financial trends, data analysis reports, forecasts, assets, liabilities, revenues, and expenses.
• Assess the financial impact of business strategies and initiatives through research.
• Create budgets and forecasts under guidance, analyzing budgeting trends and coordinating with others to develop department/regional budgets.
• Evaluate performance, operations, and financial state using templates (e.g., cash flow, RFA process) and computer applications; conduct complex financial analyses (e.g., operating cash flow, pro forma P&L, NPV, IRR, statistical analyses).
• Complete complex variance analysis (e.g., volume, P&L line item, cost of goods, rate).
• Support internal and external audits by assisting with audit schedules and reviewing results.
• Analyze operational and financial performance of field operations.
• Support Financial Statement Analysis of business partners (e.g., suppliers, customers) using software systems (e.g., Bloomberg, D&B), annual reports, and interviews to assess financial viability and risk implications.
• Advise region/business unit leaders on strategic fiscal matters by preparing regular and special reports for financial and statistical matters; organize meetings to review financial results.
• Support strategic financial planning by performing and evaluating financial, utilization, and benchmark analytics; gather and prepare recommendations for financial plans, acquisition activity, and operating forecasts.

Requirements

• Bachelor’s degree in finance, business, or a related field and a minimum of three (3) years of 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 of finance experience working in a medical center or clinical setting.
• One (1) year of experience consulting or working directly with clinical healthcare leadership.

Schedule

• Full-time, standard worker schedule.
• Scheduled weekly hours: 40.
• Shift: Day (Monday–Friday, 08:00 AM – 05:00 PM).
• Work setting: Flexible (worker location must align with Kaiser Permanente’s Authorized States policy).

Pay

Pay range: $93,500 – $120,890 per year. Actual base pay determined at offer will be based on labor market data, internal alignment, and a candidate’s years of relevant work experience, education, certifications, skills, and geographic location.