Job Summary:
This senior-level employee is primarily responsible for conducting complex financial assessment and modeling efforts, leading internal audit processes, creating budgets and forecasts, completing costing activities, and developing reports on region/business unit performance.
Essential Responsibilities:
• Practices self-leadership and promotes learning in others by building relationships with cross-functional stakeholders; communicating information and providing advice to drive projects forward; influencing team members within assigned unit; listening and responding to, seeking, and addressing performance feedback; adapting to competing demands and new responsibilities; providing feedback to others, including upward feedback to leadership and mentoring junior team members; creating and executing plans to capitalize on strengths and develop weaknesses; and adapting to and learning from change, difficulties, and feedback.
• Conducts or oversees business-specific projects by applying deep expertise in subject area; promoting adherence to all procedures and policies; developing work plans to meet business priorities and deadlines; determining and carrying out processes and methodologies; coordinating and delegating resources to accomplish organizational goals; partnering internally and externally to make effective business decisions; solving complex problems; escalating issues or risks as appropriate; monitoring progress and results; recognizing and capitalizing on improvement opportunities; and evaluating recommendations made by others.
Evaluating the Business Environment:
Evaluates the business environment by leading financial assessments (e.g., Situational, Strengths/Weaknesses/Opportunities/Threats, Opportunity-Based Strategic Planning, system value chain analysis); and interpreting and communicating information in reports summarizing business, financial, or economic data.
Leading Internal Audit Process:
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.
Creating Budgets and Forecasts:
Creates budgets and/or forecasts in accordance with business strategic initiatives by interpreting and communicating budgeting trends; communicating results of budget and complex forecasting; participating in the development of department/regional budgets; and making recommendations.
Advising Region/Business Unit Leaders:
Advises region/business unit leaders on strategic fiscal matters by developing and designing regular and special reports for both financial and statistical matters in order to facilitate financial management throughout the organization; leading regular meetings with leadership to review financial results for their areas; and acting as an internal consultant to Kaiser Senior Management team on reading and interpreting financial results, analyzing variances, and improving performance.
Conducting Complex Financial Modeling:
Conducts complex financial modeling by developing best-practice and complex models; analyzing and optimizing risk alternatives; developing what-if scenarios and forecasts using in-house models or software; and making recommendations.
Evaluating Business Vision, Objectives, and Strategic Initiatives:
Evaluates the business vision, objectives, and strategic initiatives by performing financial analysis to evaluate financial impact of strategies and initiatives.
Completing Costing Activities:
Completes costing activities by identifying cost avoidance and cost recovery opportunities and applying solutions.
Evaluating Performance/Operations/Financial State:
Evaluates performance/operations/financial state by using and recommending improvements; developing and implementing new templates (e.g., cash flow, RFA process, weekly unit case report) and computer applications; leading the completion of financial analyses (e.g., operating cash flow analyses, benchmarking, pro forma P&L, line item walk forwards, volume building blocks, NPV, IRR, Discounted Cash Flow, statistical analyses, economic analyses); evaluating results; and leading the completion of variance analysis (e.g., volume, P&L line item, cost of goods, rate).
Reporting Region/Business Unit Financial Information:
Reports region/business unit financial information by reviewing evaluation of financial trends, data analysis reports, and forecasts of income and expense; suggesting changes to Leadership based on assets, liabilities, revenues, and expenses; and reviewing the 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).
Supporting Field Operations:
Supports field operations by analyzing and interpreting their operational/financial performance; and recommending areas of improvement.
Leading Financial Statement Analysis:
Leads Financial Statement Analysis of business partners (e.g., suppliers, customers, co-packers, acquisition targets) by reviewing information reported from software systems (Internet, Bloomberg, and D&B), annual reports, and/or interviews; communicating the financial status (viability) of business partners; and evaluating risk implications.
Improving Financial Performance:
Improves financial performance by analyzing and 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.
Informing Strategic Financial Planning:
Informs strategic financial planning by interpreting and making recommendations based on financial, utilization, and benchmark data.
Driving Strategic Financial Planning:
Drives strategic financial planning by preparing and analyzing recommendations for financial plans, acquisition activity, financial requirements, and operating forecasts; and interpreting financial concepts for financial planning and control.