Kaiser Permanente Senior Financial Consultant (Permanent FTE) in Oakland, California

The Enterprise Shared Services Buy to Pay Team is responsible for ensuring compliance with the requirements of the Sarbanes Oxley Act of 2002 (SOX) and ensuring efficient and effective internal control processes throughout the Buy to Pay process. The Senior Accountant is responsible for compliance administration, reviewing and recording financial transactions in the general ledger in accordance with Generally Accepted Accounting Principles (GAAP), SOX, and Kaiser Permanente policies and internal control standards. Responsibilities include analyzing account transactions, preparing complex account reconciliations, resolving reconciling items, and preparing accounting statements and reports. Plans, coordinates, and resolves accounting matters with Supply Chain, Accounts Payable, General Accounting, Financial Planning & Analysis, Cost Recovery among others. Develops solutions to accounting problems of moderate scope and complexity. Works under the direction of Sr. Accounting Manager.

Develops, interprets and implements financial concepts for financial planning and control. Performs technical analysis to determine present and future financial performance. Gathers, analyzes, prepares and summarizes recommendations for financial plans, acquisition activity, trended future requirements and operating forecasts. Performs economic research and studies in the areas of return, depreciations, working capital requirements, investment opportunities, investment performance and impact of governmental requirements.

Essential Functions:

  • Reviews and analyzes submitted budget/forecast data for completeness, changes in trend, and drivers of change.

  • Designs effective processes to track financial performance against expectations, including early red flags to identify potential shortfalls.

  • Oversees analysis of planned financial objectives and identifies corrective actions. Partners with key leaders to shift (or maintain) direction.

  • Acts as a proactive partner to insure business objectives are achieved in a financially efficient manner.

  • Reviews and presents the financial information to key KP leaders - identifying key messages, risks, and opportunities. Continuously forecasts the progress and momentum in key operations against planned objectives.

  • Handle all phases of projects assigned including client meetings, analysis, presentations.

  • Lead the process to streamline, refine and improve the budget/forecast/reporting processes.

  • Works cross-functionally to help insure planning processes are consistent, and properly support the development of National Functions organizations individually and as an organization.

  • Ensures integrity of measurement and control processes and all financial and reporting statements.

Basic Qualifications:


  • Minimum twelve (12) years of financial analysis or related experience.


  • Bachelor's degree in related field, OR four (4) years of experience in a directly related field.

  • High School Diploma or General Education Development (GED) required.

License, Certification, Registration

  • N/A

Additional Requirements:

  • Advanced knowledge (broad expertise or unique knowledge) of policies, practices and systems.

  • Develops advanced concepts, techniques, and standards.

  • Develops new applications based on professional principles and theories.

  • Viewed as functional expert in field within KP.

  • Applies advanced principles, theories, and concepts.

  • Contributes to the development of innovative principles and ideas.

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

Preferred Qualifications:

  • N/A


TITLE: Senior Financial Consultant (Permanent FTE)

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.