Demo

Financial Planning & Analysis Analyst II

Kaiser Permanente
Kaiser Permanente Salary
Greenwood, CO Other
POSTED ON 3/23/2025
AVAILABLE BEFORE 4/22/2025
Job Summary:

This individual contributor is primarily responsible for supporting financial planning, modeling, analysis, and forecasting, assisting in financial assessment, preparing financial and other reports, and researching financial trends.

Essential Responsibilities:


  • Pursues self-development and effective relationships with others by sharing resources, information, and knowledge with coworkers and customers; listening, responding to, and seeking performance feedback; acknowledging strengths and weaknesses; assessing and responding to the needs of others; and adapting to and learning from change, difficulties, and feedback.

  • Completes work assignments by applying up-to-date knowledge in subject area to meet deadlines; following procedures and policies and applying data, and resources to support projects or initiatives; collaborating with others, often cross-functionally, to solve business problems; supporting the completion of priorities, deadlines, and expectations; communicating progress and information; identifying and recommending ways to address improvement opportunities when possible; and escalating issues or risks as appropriate.

  • Supports the evaluation of the business environment by assisting with financial assessment (e.g., Situational, Strengths/Weaknesses/Opportunities/Threats, Opportunity-Based Strategic Planning, system value chain analysis).

  • Supports internal and external audits by assisting with preparation of audit schedules and review of audit results.

  • Supports the creation of budgets and/or forecasts in accordance with business strategic initiatives by analyzing budgeting trends; conducting budget and forecasting; and providing information as requested to aid the development of department/regional budgets.

  • Supports others in advising region/business unit leaders on strategic fiscal matters by assisting with preparation of regular and special reports for both financial and statistical matters in order to facilitate financial management throughout the organization; and assisting with organizing regular meetings with leadership to review financial results for their areas.

  • Supports financial modeling by assisting with development of best-practice models; documenting risk alternatives; and assisting with the development of what-if scenarios and forecasts using in-house models or software.

  • Supports assessment of the business vision, objectives, and strategic initiatives by conducting research to assess financial impact of strategies and initiatives.

  • Supports costing activities by assisting with the identification of cost avoidance and cost recovery opportunities.

  • Evaluates performance/operations/financial state by using templates (e.g., cash flow, RFA process, weekly unit case report) and computer applications; conducting financial analyses (e.g., operating cash flow analyses, pro forma P&L, line item walk forwards, volume building blocks, NPV, IRR, Discounted Cash Flow, statistical analyses, economic analyses); and completing variance analysis (e.g., volume, P&L line item, cost of goods, rate).

  • Supports reporting of region/business unit financial information by preparing and evaluating financial trend information, data analysis reports, and forecasts of income and expense; recording assets, liabilities, revenues, and expenses; and collecting data/inputs from region/business unit systems to support analyses (e.g., membership and utilization reports, volume reporting, day sales inventory, analysis spreadsheets, investment schedules).

  • Supports field operations by assisting with analysis of their operational/financial performance.

  • Supports Financial Statement Analysis of business partners (e.g., suppliers, customers, co-packers, acquisition targets) by using software systems (Internet, Bloomberg, and D&B), annual reports, and/or interviews; and determining the financial status (viability) of business partners.

  • Supports improving financial performance by assisting with the identification of financial trends; running analyses and calling attention to operational issues that need to be addressed to improve performance.

  • Supports strategic financial planning by performing financial, utilization, and benchmark analytics.

  • Supports strategic financial planning by gathering recommendations for financial plans, acquisition activity, financial requirements, and operating forecasts; and assisting with development of financial concepts for financial planning and control.

Qualifications:

Minimum Qualifications:


  • Bachelors degree in finance, business, or related field OR Minimum three (3) years financial planning and/or data analysis experience, or directly related business experience.


Additional Requirements:

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Financial Planning & Analysis Analyst II?

Sign up to receive alerts about other jobs on the Financial Planning & Analysis Analyst II career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$63,474 - $77,545
Income Estimation: 
$75,004 - $94,003
Income Estimation: 
$75,004 - $94,003
Income Estimation: 
$95,426 - $117,847
Income Estimation: 
$95,426 - $117,847
Income Estimation: 
$115,392 - $147,123
Income Estimation: 
$134,789 - $172,032
Income Estimation: 
$173,091 - $215,978
Income Estimation: 
$63,474 - $77,545
Income Estimation: 
$75,004 - $94,003
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at Kaiser Permanente

Kaiser Permanente
Hired Organization Address Largo, FL Full Time
This position is eligible for a $10k sign on bonus!! Job Summary : Takes x-ray exposures of patients as requested by ref...
Kaiser Permanente
Hired Organization Address Los Angeles, CA Full Time
Job Summary : Under the direct supervision of a Registered Nurse or physician provides nursing care in accordance with t...
Kaiser Permanente
Hired Organization Address Honolulu, HI Other
Job Summary: Under direction of Registered Nurse and medical orders of the Practitioner, provides direct and indirect nu...
Kaiser Permanente
Hired Organization Address Wailuku, HI Other
Job Summary: The position serves as part of the treatment team and is involved in planning, organizing and conducting ad...

Not the job you're looking for? Here are some other Financial Planning & Analysis Analyst II jobs in the Greenwood, CO area that may be a better fit.

Financial Planning Analysis Analyst II

Motion & Flow Control Products, Littleton, CO

Financial Planning & Analysis Analyst II

Kaiser Permanente, Englewood, CO

AI Assistant is available now!

Feel free to start your new journey!