Kaiser Permanente Financial Analyst in Pleasanton, California

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 rates of return, depreciations, working capital requirements, investment opportunities, investment performance and impact of governmental requirements.

Essential Functions:

  • Prepares more complex financial trend and data analysis reports.

  • May be accountable for the coordination, compilation and distribution of financial data.

  • 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.

  • Provide ongoing user education and management consulting on the use and interpretation.

  • May train and review the work of clerical personnel or peers to ensure accuracy and compliance of data entered into various financial systems.

  • Develops and maintains positive working relationships with external specialist , departments and individuals who act as resources to IT Finance.

Basic Qualifications:


  • Minimum two (2) years financial analysis or related experience.


  • Bachelor's degree in finance or related field OR four (4) years equivalent experience.

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

License, Certification, Registration

  • N/A

Additional Requirements:

  • General application of financial analysis concepts and principles.

  • Full use and application of standard, financial analysis principles, theories, concepts, and techniques.

  • Required proficiency in PC based word processing and spreadsheet applications, including advanced functions such as graphics, pivot tables, and macros.

  • Working knowledge of financial analysis policies, practices and systems.

  • Able to formulate study designs and conduct analyses.

  • Frequent use of budgeting and accounting systems and processes knowledge.

Preferred Qualifications:

  • N/A


TITLE: Financial Analyst

LOCATION: Pleasanton, 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.