Financial Planning & Analysis Analyst VI

This senior finance professional is primarily responsible for leading complex financial assessment and modeling, developing reports for region/business unit performance, ensuring proper development of budget and forecasts, process improvement, and driving strategic financial planning efforts. 

This senior level employee is primarily responsible for leading complex and non-complex financial assessment and modeling efforts, leading internal audit processes, overseeing the development of budgets and forecasts, leading costing activities, and developing reports on region/business unit performance.

• Practices self-leadership and promotes learning in others by soliciting and acting on performance feedback; building collaborative, cross-functional relationships; communicating information and providing advice to drive projects forward; adapting to competing demands and new responsibilities; providing feedback to others, including upward feedback to leadership; influencing, mentoring, and coaching team members; fostering open dialogue amongst team members; evaluating and responding to the strengths and weaknesses of self and unit members; and adapting to and learning from change, difficulties, and feedback.
• Drives the execution of multiple work streams by identifying customer and operational needs; developing and updating new procedures and policies; gaining cross-functional support for objectives and priorities; translating business strategy into actionable business requirements; obtaining and distributing resources; setting standards and measuring progress; removing obstacles that impact performance; guiding performance and developing contingency plans accordingly; solving highly complex issues; and influencing the completion of project tasks by others.
• Evaluates the business environment by coordinating financial assessments (e.g., Situational, Strengths/Weaknesses/Opportunities/Threats, Opportunity-Based Strategic Planning, system value chain analysis); and communicating information in reports summarizing business, financial, or economic data to advise leaders on the long-term financial strategy.
• Leads internal audit process, reviews audit results, and engages with auditors to resolve issues, implement changes to internal controls and proactively assess high risk areas.
• Oversees development of budgets and/or forecasts in accordance with business strategic initiatives by making recommendations based on budgeting trends; coordinating budget and forecasting; and leading the development of department/regional budgets.
• Advises region/business unit leaders on strategic fiscal matters by implementing complex initiatives; leading and coordinating regular meetings with leadership to review financial results for their areas; and acting as a subject matter expert to Kaiser Senior Management team on reading and interpreting financial results, analyzing variances, and improving performance.
• Leads non-complex and complex financial modeling by developing and reviewing models; communicating risk alternatives; and evaluating what-if scenarios and forecasts using in-house models software; and making recommendations.
• Evaluates the business vision, objectives, and strategic initiatives by communicating the financial impact of strategies and initiatives and formulating recommendations.
• Leads costing activities by recognizing cost avoidance and cost recovery opportunities; and recommending and implementing solutions.
• Evaluates performance/operations/financial state by developing vision for new templates (e.g., cash flow, RFA process, weekly unit case report) and computer applications; coordinating 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); communicating results; and coordinating variance analysis (e.g., volume, P&L line item, cost of goods, rate).
• Reports region/business unit financial information by coordinating use of financial trends, data analysis reports, and forecasts of income and expense; providing recommendations to Leadership based on assets, liabilities, revenues, and expenses; and leading 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).
• Supports field operations by reviewing their operational/financial performance; recommending areas of improvement and implementing solutions.
• Leads Financial Statement Analysis of initiatives of business partners (e.g., suppliers, customers, co-packers, acquisition targets) by coordinating information reported from software systems (Internet, Bloomberg, and D&B), annual reports, and/or interviews; making recommendations based on the financial status (viability) of business partners; and minimizing risk implications.
• Improves financial performance by communicating financial trends; partnering with senior business leaders to identify actions that address performance issues; and recommending enhancements in order to improve performance.
• Informs strategic financial planning by interpreting and making recommendations based on financial, utilization, and benchmark data.
• Drives strategic financial planning for complex initiatives by preparing and analyzing recommendations for financial plans, acquisition activity, financial requirements, and operating forecasts; and interpreting financial concepts for financial planning and control.