Kaiser Permanente · 4 months ago
Senior Manager, Financial Planning & Analysis
California-Panorama City-Panorama City Medical Offices 4
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expKaiser Permanente is a leading healthcare organization seeking a Senior Manager for Financial Planning & Analysis. This role involves leading internal audit processes, developing budgets and forecasts, and driving strategic financial planning efforts to ensure the financial health of the organization.
Health CareHospitalMental HealthNon ProfitPersonal Health
Responsibilities
Pursues professional growth and provides developmental opportunities for others by soliciting and acting on performance feedback; building collaborative, cross-functional relationships; hiring, training, and developing talent for growth opportunities; delegating tasks and decisions; fostering open dialogue amongst departments; strategically evaluating talent for succession planning; setting performance management guidelines and expectations across units; and working closely with employees to set goals and provide open feedback and coaching to drive performance improvement
Manages designated units by translating business plans into tactical action items; communicating goals and objectives; ensuring all policies and procedures are followed; overseeing the completion of work assignments; assuming responsibility for decision making; aligning team efforts; building accountability for and measuring progress in achieving results; incorporating resources, costs, and forecasts into unit plans; removing obstacles that impact performance; guiding performance and developing contingency plans accordingly; partnering with key stakeholders and business leaders to ensure products and/or services meet requirements and expectations while aligning with departmental strategies; and influencing units to operate in alignment with business objectives
Leads internal audit process, reviews audit results, and engages with auditors to resolve material weaknesses, implement changes to internal controls and proactively assess high risk areas
Ensures budgets and/or forecasts are developed in accordance with business strategic initiatives by managing the evaluation of budgeting trends; managing the use of budget and forecasting; and managing the development of department/regional budgets
Manages others in advising region/business unit leaders on strategic fiscal matters by monitoring the creation of regular and special reports for both financial and statistical matters in order to facilitate financial management throughout the organization; overseeing regular meetings with leadership to review financial results for their areas; and ensuring others appropriately advise the Kaiser Senior Management team on reading and interpreting financial results, analyzing variances, and improving performance
Oversees financial modeling by reviewing and suggesting models; monitoring risk alternatives; and managing evaluation of what-if scenarios and forecasts
Evaluates the business vision, objectives, and strategic initiatives and maximizes the financial impact of strategies and initiatives
Manages costing activities by monitoring the identification of cost avoidance and cost recovery opportunities
Monitors performance/operations/financial state by managing the use of templates (e.g., cash flow, RFA process, weekly unit case report) and computer applications; overseeing financial analyses and results (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 overseeing variance analysis and results (e.g., volume, P&L line item, cost of goods, rate)
Manages reports of region/business unit financial information by monitoring use of financial trends, data analysis reports, and forecasts of income and expense; overseeing assets, liabilities, revenues, and expenses; and monitoring the use of 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)
Ensures field operations are supported by monitoring their operational/financial performance; and recommending areas of improvement
Manages Financial Statement Analysis of business partners (e.g., suppliers, customers, co-packers, acquisition targets) by ensuring information reported from software systems (Internet, Bloomberg, and D&B), annual reports, and/or interviews is accurate; monitoring the financial status (viability) of business partners; and ensuring risk implications are minimized
Improves financial performance by interpreting financial trends; partnering with business leaders to identify actions that address performance issues; and implementing enhancements to operational issues in order to improve performance
Participates in strategic financial planning by utilizing results of financial, utilization, and benchmark data
Drives strategic financial planning by monitoring financial plans, acquisition activity, financial requirements, and operating forecasts; and overseeing development of financial concepts for financial planning and control
Qualification
Required
Minimum two (2) years supervisory experience
Minimum One (1) year experience managing or taking accountability for operational or project budgets
Bachelors degree in finance, business, or related field and Minimum eight (8) years Financial Planning & Analysis experience, or directly related business experience. Additional equivalent work experience in a directly related field may be substituted for the degree requirement
Company
Kaiser Permanente
Kaiser Permanente is a health organization that offers disease prevention, mental healthcare, and chronic disease management services.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$7.48M2018-07-17Grant· $0.08M
2014-08-05Grant· $7.4M
Leadership Team
Gregory Adams
Chair and Chief Executive Officer
James L. Robinson III
Senior Vice President/Area Manager
Recent News
2026-01-24
2026-01-23
2026-01-23
Company data provided by crunchbase