Financial Planning & Analysis Analyst IV, Medical Financial Operations

In addition to the responsibilities listed below, this senior individual contributor position serves as an experienced finance leader and operational consultant for a portfolio of medical center administrative, ancillary, inpatient, primary, and/or specialty care departments. This includes providing operational and financial reporting, analysis, and consultation in support of 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.

This position requires maintaining and leveraging an understanding of health care operations and Kaiser Permanente’s integrated health care model at the clinical level. Responsibilities may include 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) to drive data-driven decision-making; and conducting research or preparing detailed business cases in partnership with department leaders.

Additionally, this role assesses and evaluates 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

• Promotes learning in others by proactively providing information, resources, advice, and expertise; builds relationships with cross-functional stakeholders and customers.
• Listens to, seeks, and addresses performance feedback; proactively provides actionable feedback to others and managers.
• Pursues self-development; creates and executes plans to capitalize on strengths and develop weaknesses; leads by influencing others through technical explanations and examples.
• Adapts to change, challenges, and feedback; champions change and helps others adapt to new tasks and processes.
• Facilitates team collaboration to support business outcomes; completes work assignments autonomously and supports business-specific projects.
• Collaborates cross-functionally to achieve effective business decisions; provides recommendations and solves complex problems; escalates high-priority issues or risks.
• Supports the development of work plans to meet business priorities and deadlines; identifies resources to accomplish priorities.
• Identifies and capitalizes on improvement opportunities across teams; uses influence to guide others and engage stakeholders.
• Evaluates the business environment by conducting financial assessments (e.g., SWOT, system value chain analysis) and interpreting reports summarizing business, financial, or economic data.
• Leads internal audit processes, reviews audit results, and engages with auditors to resolve material weaknesses and implement changes to internal controls.
• Creates budgets and forecasts by analyzing budgeting trends, reviewing results, coordinating with others to develop department/regional budgets, and making recommendations.
• Advises region/business unit leaders on strategic fiscal matters by reviewing financial and statistical reports, participating in leadership meetings, and acting as an internal consultant on financial results and performance improvement.
• Conducts financial modeling by developing best-practice models, analyzing risk alternatives, and recommending what-if scenarios and forecasts.
• Assesses business vision, objectives, and strategic initiatives by conducting or reviewing research to evaluate financial impact.
• Completes costing activities by identifying and suggesting cost avoidance and recovery opportunities.
• Evaluates performance and financial state using templates (e.g., cash flow, RFA process) and complex financial analyses (e.g., operating cash flow, pro forma P&L, variance analysis).
• Reports financial information by evaluating and communicating trends, findings, and forecasts; reviewing assets, liabilities, revenues, and expenses.
• Supports field operations by analyzing and interpreting operational and financial performance to determine areas of improvement.
• Conducts financial statement analysis of business partners (e.g., suppliers, customers) by reviewing reports, making recommendations on financial viability, and assessing risk implications.
• Improves financial performance by analyzing trends and partnering with business leaders to address operational performance issues.
• Informs strategic financial planning by performing and evaluating complex financial, utilization, and benchmark analytics.
• Assists with strategic financial planning by preparing recommendations for financial plans, acquisition activity, and operating forecasts.

Requirements

• Minimum two (2) years of finance experience managing a portfolio of departments, business lines, or functional/service areas.
• Bachelor’s degree in finance, business, or a related field and minimum six (6) years of Financial Planning & Analysis experience, or directly related business experience.
• Additional equivalent work experience may substitute for the degree requirement.

Preferred Qualifications

• Three (3) years of finance experience in a medical center or clinical setting.
• Three (3) years of experience consulting or working directly with clinical health care leadership.

Schedule

• Full-time (40 hours per week).
• 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

$120,700 – $156,090 per year. Kaiser Permanente strives to offer a market-competitive total rewards package, with pay determined at offer based on labor market data, internal alignment, and a candidate’s relevant work experience, education, certifications, skills, and geographic location.