Kaiser Permanente Financial Analyst in Berkeley, California
Prepares more complex financial trend and data analysis reports. May be accountable for the coordination, compilation and distribution of financial data by junior staff. 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.
Collects data, researches, and prepares analysis for regional, departmental or functional budget performance and projects.
May monitor department budgets by reviewing data in the financial system and communicating with the managers/chiefs.
Investigates and corrects errors.
Prepares advanced financial trend and data analysis reports.
May be accountable for the coordination, compilation and distribution of financial data by junior staff.
Participates in the development of regional, departmental and/or functional budgets.
May be responsible for entry in budget system with accuracy.
Performs ad-hoc projects/studies of moderate scope utilizing knowledge of finance theories such as present value and cash flow analysis.
Conducts ongoing user education and provides management consultation on the use reports, methodologies and source data and systems.
Communicates and supports analytical findings.
Identifies and recommends process improvements.
- Minimum two (2) years of related experience in financial analysis and budgeting.
Bachelor's degree OR four (4) years of experience in a directly related field.
High School diploma or General Education Development (GED) required.
Licenses, Certifications, Registrations
Able to formulate study designs and conduct analyses.
Required proficiency in PC based word processing and spreadsheet applications, including advanced functions such as graphics,
pivot tables, and macros.
Strong oral and written communication skills.
Demonstrated problem solving and organization skills.
Works under general guidance; accountable to complete work assignments.
Able to provide functional direction to Finance Assistant staff or junior level analyst staff.
Must be able to work in a Labor/Management Partnership environment.
Master's degree preferred.
Additional Information: The individual will be a key contributor of the Regional Laboratory-s Medical Group Financial Planning and Analysis team supporting an annual budget of over $250 million. Proficient in Microsoft Excel and PowerPoint. Programming in SAS, SQL, Tableau, Experience working with IBM Cognos and TM1, or other enterprise planning software packages is a bonus. As a finance partner, will provide decision support to management through financial and operational analyses. Other functions include: accounts payable review, expense report review, report generation, customer support and training in financial systems, accounting duties such as journal entries, monthly account reconciliation, and other assigned tasks.
TITLE: Financial Analyst
LOCATION: Berkeley, California
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.