Financial Planning & Analysis Analyst II

Financial Planning & Analysis Analyst II at Kaiser Permanente

Skip to main content

Menu

Close

• Who We Are

• Mission & History

• Our Difference

• Locations

• Innovation

• Stories & Resources

• Life & Culture

• Accessibility Support

• Benefits

• Career Growth

• Inclusion and Belonging

• Military

• Our Community

• Career Areas

• Clinical Careers

• All Clinical Careers

• Care at Home

• Mental Health

• Nursing Careers

• Nurse Management Careers

• Pharmacy Careers

• Rehab Services

• Early Careers

• Early Careers

• Nurse Residency

• Internships

• Business Careers

• All Business Careers

• Sales & Marketing

• IT Careers

• All IT Careers

• Digital Careers

• Exec & Leaders

• Physicians & Dentists

• Contingent Careers

• Our Hiring Process

• Accommodations

• FAQs

• Hiring Process Overview

• Pre-Hire Assessments

• Searching Jobs & Submitting Interest

• Talent Network

Job SearchJob Search

Search by Keyword

Search by Location

Radius Radius 5 miles 15 miles 25 miles 35 miles 50 miles

Search Jobs

My Profile Saved Jobs

(0)

Employee Job Search

campaign-Day company_name-FP&A hours_per_week-40 industry-NUE-NCAL-09|NUE|Non-Union-Employee job_level-Individual-Contributor job_status-Regular job_type-Standard salary_relocation-Full-time travel-Yes,-20-%-of-the-Time custom_fields.EEO-Kaiser-Permanente-is-an-equal-opportunity-employer-committed-to-fair,-respectful,-and-inclusive-workplaces.-Applicants-will-be-considered-for-employment-without-regard-to-race,-religion,-sex,-age,-national-origin,-disability,-veteran-status,-or-any-other-protected-characteristic-or-status. custom_fields.ReqID-1423670 custom_fields.Shift-Day custom_fields.Field1-Accounting,-Finance-and-Actuarial-Services custom_fields.Field2-Mon,-Tue,-Wed,-Thu,-Fri custom_fields.Reindex-2 custom_fields.MHSTheme-No custom_fields.PayBasis-Yearly custom_fields.PayRange-$76100---$98450-/-year custom_fields.core_ksa-

Knowledge,-Skills-and-Abilities:-(Core)

• Ambiguity/Uncertainty-Management
• Attention-to-Detail
• Business-Knowledge
• Communication
• Critical-Thinking
• Cross-Group-Collaboration
• Decision-Making
• Dependability
• Diversity,-Equity,-and-Inclusion-Support
• Drives-Results
• Facilitation-Skills
• Health-Care-Industry
• Influencing-Others
• Integrity
• Learning-Agility
• Organizational-Savvy
• Problem-Solving
• Short--and-Long-term-Learning-&-Recall
• Teamwork
• Topic-Specific-Communication

custom_fields.Specialty-FP&A custom_fields.Department-Oakland-Reg---1950-Franklin---Medical-Office-Controllers---0206 custom_fields.core_ksa_2-

Knowledge,-Skills-and-Abilities:-(Core)

• Ambiguity/Uncertainty-Management
• Attention-to-Detail
• Business-Knowledge
• Communication
• Critical-Thinking
• Cross-Group-Collaboration
• Decision-Making
• Dependability
• Diversity,-Equity,-and-Inclusion-Support
• Drives-Results
• Facilitation-Skills
• Health-Care-Industry
• Influencing-Others
• Integrity
• Learning-Agility
• Organizational-Savvy
• Problem-Solving
• Short--and-Long-term-Learning-&-Recall
• Teamwork
• Topic-Specific-Communication

custom_fields.jobtitleLI-Financial-Planning-&-Analysis-Analyst-II---1423670 custom_fields.leadership-no custom_fields.CFSalaryLow-76100 custom_fields.HawaiiTheme-Accounting,-Finance-and-Actuarial-Services custom_fields.JobSchedule-Full-time custom_fields.PostAddress-California,Redwood-City,Redwood-City-901-Marshall-Administration custom_fields.ShiftFilter-Day custom_fields.customtheme-Accounting,-Finance-and-Actuarial-Services custom_fields.CFSalaryHigh-98450 custom_fields.LocationName-NCAL custom_fields.SchemaHiring-Kaiser-Permanente custom_fields.LocationValue-NCAL custom_fields.employeegroup-NUE-NCAL-09|NUE|Non-Union-Employee custom_fields.WorkerLocation-Flexible custom_fields.employeestatus-Regular custom_fields.WorkingHoursEnd-05:00-PM custom_fields.JobScheduleField-Full-time custom_fields.WorkingHoursStart-08:00-AM custom_fields.PrefQualification1-

• 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.

Preferred-Qualifications:

• Two-(2)-years-experience-working-with-intermediate-functions-of-spreadsheet-software-(e.g.,-Excel),-including-filtering-data,-creating-pivot-tables,-and-linking-workbooks-or-spreadsheets.
• Two-(2)-years-experience-working-with-KP-data-sources-or-tools.

custom_fields.CaliforniaLocations-NCAL custom_fields.LocationDescription-California,Redwood-City,Redwood-City-901-Marshall-Administration custom_fields.NurseResidencyTheme-Accounting,-Finance-and-Actuarial-Services custom_fields.VisionServicesTheme-Accounting,-Finance-and-Actuarial-Services custom_fields.ExternalReferenceCode-1423670 custom_fields.InternalReferralTheme-Accounting,-Finance-and-Actuarial-Services custom_fields.PhysicianAssistantTheme-Accounting,-Finance-and-Actuarial-Services custom_fields.CFIsSignOnBonusAvailable-No custom_fields.FacilityServicesandMaterialsManagementTheme-Accounting,-Finance-and-Actuarial-Services

Accounting, Actuarial & Finance

Bring care to the numbers

As part of our team, you'll create the financial strategies that drive improvement and help influence the future of health care.

custom_fields.customtheme-Accounting,-Finance-and-Actuarial-Services

Financial Planning & Analysis Analyst II

Primary Location Redwood City, California Schedule Full-time Shift Day Salary $76100 - $98450 / year

Job Number 1423670 Date Posted 05/07/2026

Submit Interest Save Job

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.

Knowledge, Skills and Abilities: (Core)

• Ambiguity/Uncertainty Management
• Attention to Detail
• Business Knowledge
• Communication
• Critical Thinking
• Cross-Group Collaboration
• Decision Making
• Dependability
• Diversity, Equity, and Inclusion Support
• Drives Results
• Facilitation Skills
• Health Care Industry
• Influencing Others
• Integrity
• Learning Agility
• Organizational Savvy
• Problem Solving
• Short- and Long-term Learning & Recall
• Teamwork
• Topic-Specific Communication

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.

Preferred Qualifications:

• Two (2) years experience working with intermediate functions of spreadsheet software (e.g., Excel), including filtering data, creating pivot tables, and linking workbooks or spreadsheets.
• Two (2) years experience working with KP data sources or tools.

Primary Location: California,Redwood City,Redwood City 901 Marshall Administration Scheduled Weekly Hours: 40 Shift: Day Workdays: Mon, Tue, Wed, Thu, Fri Working Hours Start: 08:00 AM Working Hours End: 05:00 PM Job Schedule: Full-time Job Type: Standard Worker Location: Flexible Employee Status: Regular Employee Group/Union Affiliation: NUE-NCAL-09|NUE|Non Union Employee Job Level: Individual Contributor Department: Oakland Reg - 1950 Franklin - Medical Office Controllers - 0206 Pay Range: $76100 - $98450 / year Kaiser Permanente is committed to pay equity and transparency. The posted pay range is based on possible base salaries for the role and does not include the value of our total rewards package. Actual pay determined at offer will be based on years of relevant work experience, education, certifications, skills and geographic location along with a review of current employees in similar roles to ensure that pay equity is achieved and maintained across Kaiser Permanente. Travel: Yes, 20 % of the Time Flexible: Work location is on-site at a KP location, with the flexibility to work from home. Worker location must align with Kaiser Permanente's Authorized States policy. Kaiser Permanente is an equal opportunity employer committed to fair, respectful, and inclusive workplaces. Applicants will be considered for employment without regard to race, religion, sex, age, national origin, disability, veteran status, or any other protected characteristic or status.

Submit Interest Save Job

Expected Employee Conduct >

Share This Job

• Facebook
• X
• LinkedIn
• Email

Navigating the Hiring Process

We're here to support you!

Having trouble with your account or have questions on the hiring process?

Please visit the FAQ page on our website for assistance.

Need help with your computer and browser settings?

Please visit the Technical Information page for assistance or reach out to the web manager at kp-hires@kp.org.

Do you need a reasonable accommodation due to a disability?

Reasonable accommodations may be available to facilitate access to, or provide modifications to the following:

• Online Submissions
• Pre-Hire Assessments
• Interview Process

If you have a disability-related need for accommodation, please submit your accommodation request and someone will contact you.

Other Helpful Links

Join Our Talent Network

Explore This Location

View Stories and Resources

Jobs For You

• Featured Jobs
• Recently Viewed Jobs
• Saved Jobs
• Financial Planning & Analysis Analyst III, Medical Financial Operations Redwood City, California, Flexible, Full-time, Day Save Job
• Financial Planning & Analysis Analyst IV, Medical Financial Operations Redwood City, California, Flexible, Full-time, Day Save Job

You have no recently viewed jobs

You currently have no saved jobs

Join Our Talent Community

Join our Talent Network today to receive email notifications about our career opportunities that match your skills.

Sign Up

Connect With Us

• Visit us on X
• Visit us on Glassdoor
• Visit us on LinkedIn
• Visit us on YouTube
• Visit us on Facebook
• Visit us on Instagram

2026 Kaiser Permanente

• Accommodation Info
• Terms & Conditions
• Privacy Practices
• EEO Statement
• Technical Information
• Fraud Notice
• Sitemap
• Contact Web Manager
• Manage Cookies