Kaiser Permanente Director Technical Accounting in Oakland, California

Key financial role responsible for providing leadership in technical accounting matters across all of Kaiser Permanente. This role will include the following: Ensuring compliance throughout KFH/HP and subsidiaries with, and monitoring developments in, US GAAP accounting and reporting requirements that may impact KFH/HP including the new lease, revenue recognition, and not-for-profit entities standards. Provide leadership on the proper recording and disclosure of complex transactions including acquisitions, investments, derivatives, pensions and post-retirement benefits. Oversee National Accounting Policies which serve as guidance across KFH/HP for proper accounting treatment. Resource for regions and business units on technical accounting matters. Development and leading training sessions across KFH/HP on technical accounting and other skills as appropriate.

This role also supports research and compliance with, and monitoring developments in, National Association of Insurance Commissioners (NAIC) statutory accounting and reporting requirements. Furthermore, this role will support other regulatory reporting requirements as needed. The role requires an understanding of internal controls and will support related processes that govern KFH/HP and subsidiaries.

This position has broad authority to ensure the appropriate implementation and adherence with US GAAP and NAIC statutory accounting policies. To achieve objectives, the candidate plays a key role in partnership with regional and shared services Controllers, Program Office actuaries and Corporate Controller department personnel.

This position reports to the Executive Director, Technical Accounting.


  • SVP, Corporate Controller and Chief Accounting Officer

  • Vice President, Deputy Controller

  • Executive Director, Technical Accounting

  • Corporate Controllers Department personnel

  • Regional and Shared Services Controllers and SOX teams

  • Treasury Controller and team

  • Government Relations

  • Health Plan Regulatory Services

  • PMG partners

  • KPMG

  • Other External Auditors or Regulatory Authorities

  • Internal Audit Services


  • Regulatory and National Compliance Office (NCO) staff

  • Finance Compliance Officer

  • External Consultants


  • Provide general oversight, leadership, and direction for new US GAAP accounting throughout KFH/HP and subsidiaries, working with staff in various departments and the regional Health Plans. Work with staff throughout the organization to ensure consistent application of US GAAP accounting standards at a regional level. Monitor and report to senior management on the status of compliance with US GAAP accounting, including driving consistent treatment across KFH/HP regions. Communicate developments in US GAAP on a regular basis to a broad group of controllers and other stakeholders.

  • Primary responsibility for technical accounting analysis for transactions and serving as a key resource across KFH/HP as questions arise. Includes reviewing technical accounting documentation and analysis from key stakeholders and drafting technical accounting memos as appropriate. Monitor status on open issues and provide periodic updates to executive leadership.

  • Serve as a key leader and thought partner for technical accounting and reporting matters related to significant new complex and/or unusual transactions at Kaiser Permanente, including mergers or acquisitions, strategic investments, and other new ventures. Work with relevant stakeholders to ensure accounting is properly implemented. Determine needs for specialist involvement (e.g. valuation experts) or other support (e.g. project management oversight) and communicate to executive leadership.

  • Oversee the National Accounting Policies including coordination with various departments to improve documentation and ensuring policies adhere to US GAAP. Support the build-up of a NAIC statutory accounting policy library.

  • Development/modification of training materials for new accounting standards and/or other critical focus areas across KFH/HP. Deliver training via in-person and/or over Webex.

  • Support other Kaiser Permanente regulatory reporting requirements as needed.

  • Draft audit committee and board documents as appropriate.

  • Executes continuous improvement and daily operations managing within department budget.

  • Leads and develops a high performing network of individuals to accomplish business goals.


Models and reinforces ethical behavior in self and others in accordance with the Principles of Responsibility, adheres to organizational policies and guidelines, supports compliance initiatives, maintains confidence, admits mistakes, conducts business with honesty, shows consistency in words and actions, and follows through on commitments.

Ensure communication, implementation, enforcement, monitoring, and oversight of compliance policies and practices in finance departments.


Internal: Senior Program Office management; senior regional management; Program Finance Leaders and Controllers; regional finance staff; Corporate Controller Department personnel; program actuaries; and internal auditors.

External: External Auditors; Regulatory auditors and Dept. of Insurance officials.

Basic Qualifications:


  • Minimum five (5) years of management experience.

  • Minimum ten (10) years of related experience.


  • Bachelor's degree in related field.

License, Certification, Registration

  • N/A

Additional Requirements:

  • Requires expert knowledge of own area of functional responsibility and advanced knowledge of multiple related functions.

  • Must be able to work in a Labor/Management Partnership environment.

Preferred Qualifications:

  • 7 years of comprehensive experience in US GAAP financial reporting including technical analysis for complex transactions required. Experience in Big 4 preferred. National Office experience in Big 4 highly valued but not required. Experience in NAIC statutory accounting preferred but not required.

  • Broad knowledge of the health care industry, insurance, managed care and integrated delivery systems preferred.

  • Experience in change management including: effective goal setting for teams; successful motivation of work groups to adopt best practices; and restructuring to improve operational efficiency and effectiveness.

  • Experience in senior management level communications.

  • Seven to ten years of experience supervising professional staff.

  • Management experience in complex, matrixed organizations.

  • Bachelor's degree in accounting or finance required. Master's degree in business, finance, accounting or related field preferred. CPA required.

  • Strong communication, presentation and interpersonal skills.


  • Focuses on the Customer

  • Collaborates

  • Takes Accountability

  • Drives for Results

  • Communicates Effectively

  • Champions Innovation and Change

  • Develops Self/Others


  • Thinks and Acts Strategically

  • Exerts Influence

  • Demonstrates Business Acumen

  • Makes Effective Decisions

  • Solves Problems through Planning and Analysis

  • Leverages Technology

  • Demonstrates Resource Stewardship

  • Demonstrates Creativity

  • Pays Attention to Detail

  • Deals with Ambiguity


TITLE: Director Technical Accounting

LOCATION: Oakland, 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.