Financial Planning & Analysis Analyst III, Medical Financial Operations

Financial Planning & Analysis Analyst III, Medical Financial Operations at Kaiser Permanente

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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-1422668 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-$93500---$120890-/-year custom_fields.Specialty-FP&A custom_fields.Department-Oakland-Reg---1950-Franklin---Medical-Office-Admin-Services---0206 custom_fields.jobtitleLI-Financial-Planning-&-Analysis-Analyst-III,-Medical-Financial-Operations---1422668 custom_fields.leadership-no custom_fields.CFSalaryLow-93500 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-120890 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-and-Minimum-three-(3)-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.

Preferred-Qualifications:

• One-(1)-year-finance-experience-working-in-a-medical-center-or-clinical-setting.
• One-(1)-year-experience-consulting-or-working-directly-with-clinical-health-care-leadership.
• One-(1)-year-project-management-experience.
• Two-(2)-years-experience-working-with-advanced-functions-of-spreadsheet-software-(e.g.,-Excel),-including-graphics,-pivot-tables,-macros-and/or-complex-formulas.

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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 III, Medical Financial Operations

Primary Location Redwood City, California Schedule Full-time Shift Day Salary $93500 - $120890 / year

Job Number 1422668 Date Posted 04/29/2026

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Job Summary:

In addition to the responsibilities listed below, this individual contributor position is also responsible for serving as a financial and operational consultant for a portfolio of medical center administrative, ancillary, inpatient, primary and/or specialty care departments under the guidance and direction of more senior staff. This includes providing operational and financial reporting, analysis and consultation in support of organizational strategic goals; providing resource allocation support including business case development; and collaborating with clinical department leadership to drive operational excellence through influence, analysis, interpretation and data validation.

This position is required to maintain and leverage an understanding of health care operations and KPs integrated health care model at the clinical level. This may include interpreting large volumes of complex data (e.g., medical records, financials, etc.); providing detailed operational data to evaluate performance improvement initiatives; programming and conducting statistical analyses (e.g., SAS, SQL, etc.) to drive data-driven decision-making; conducting research and/or preparing detailed business cases in partnership with department leaders.

Finally, this position is also responsible for leveraging a breadth of operational knowledge to assess and evaluate department operations and workflows. This includes identifying opportunities to optimize efficiencies in regard to appointment supply and demand; applying data modeling concepts to financial and non-financial scenarios; and developing and maintaining complex staffing models used for department and medical center operations.

Essential Responsibilities:

• Pursues effective relationships with others by proactively providing resources, information, advice, and expertise with coworkers and members. Listens to, seeks, and addresses performance feedback; provides mentoring to team members. Pursues self-development; creates plans and takes action to capitalize on strengths and develop weaknesses; influences others through technical explanations and examples. Adapts to and learns from change, challenges, and feedback; demonstrates flexibility in approaches to work; helps others adapt to new tasks and processes. Supports and responds to the needs of others to support a business outcome.
• Completes work assignments autonomously by applying up-to-date expertise in subject area to generate creative solutions; ensures all procedures and policies are followed; leverages an understanding of data and resources to support projects or initiatives. Collaborates cross-functionally to solve business problems; escalates issues or risks as appropriate; communicates progress and information. Supports, identifies, and monitors priorities, deadlines, and expectations. Identifies, speaks up, and implements ways to address improvement opportunities for team.
• Supports the evaluation of the business environment by conducting financial assessments (e.g., Situational, Strengths/Weaknesses/Opportunities/Threats, Opportunity-Based Strategic Planning, system value chain analysis); and generating reports summarizing business, financial, or economic data.
• Completes costing activities by identifying cost avoidance and cost recovery opportunities.
• Supports improving financial performance by identifying financial trends; using results of analyses; calling attention to operational issues that need to be addressed to improve performance; and partnering with the business to address operational performance issues.
• Supports business modeling by developing best-practice models; analyzing risk alternatives; and developing what-if scenarios and forecasts using in-house models or software.
• Supports reporting of region/business unit financial information by evaluating financial trends, data analysis reports, and forecasts of income and expense; reviewing assets, liabilities, revenues, and expenses; and using 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 assessment of the business vision, objectives, and strategic initiatives by conducting research to assess financial impact of strategies and initiatives.
• Creates budgets and/or forecasts under the guidance of others in accordance with business strategic initiatives by analyzing budgeting trends; preparing budget and forecasting; and coordinating with others to develop department/regional budgets.
• Evaluates performance/operations/ financial state by using and implementing templates (e.g., cash flow, RFA process, weekly unit case report) and computer applications; conducting complex 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 complex variance analysis (e.g., volume, P&L line item, cost of goods, rate).
• Supports internal and external audits by assisting with preparation of audit schedules and review of audit results.
• Supports field operations by analyzing 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; determining the financial status (viability) of business partners; and assessing risk implications.
• Supports others in advising region/business unit leaders on strategic fiscal matters by preparing regular and special reports for both financial and statistical matters in order to facilitate financial management throughout the organization; and organizing regular meetings with leadership to review financial results for their areas.
• Supports strategic financial planning by performing and evaluating financial, utilization, and benchmark analytics.
• Supports strategic financial planning by gathering and preparing recommendations for financial plans, acquisition activity, financial requirements, and operating forecasts; and applying financial concepts for financial planning and control.

Minimum Qualifications:

• Bachelors degree in finance, business, or related field and Minimum three (3) 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.

Preferred Qualifications:

• One (1) year finance experience working in a medical center or clinical setting.
• One (1) year experience consulting or working directly with clinical health care leadership.
• One (1) year project management experience.
• Two (2) years experience working with advanced functions of spreadsheet software (e.g., Excel), including graphics, pivot tables, macros and/or complex formulas.

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 Admin Services - 0206 Pay Range: $93500 - $120890 / 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.

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