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Kaiser Permanente Careers

Accounting, Actuarial & Finance

Support the Bottom Line — and the Big Picture

Create the financial strategies that affect our patients, medical centers, and future. On this team, you'll provide the strategy recommendations that drive operational and process improvement, as well as face challenging opportunities to influence the future of health care.

Financial Senior Analyst Financial Reporting

Location: Oakland, CA Additional Locations:
Job Number: 771309 Date posted: 02/11/2019

This position will be responsible for financial analysis and for coordinating/executing procedures related to the development of monthly, quarterly and annual consolidated and Credit Group financial statements.  Gathers, analyzes, prepares and summarizes recommendations for financial plans and trended future requirements. This position will also be responsible for assisting in the preparation of various quarterly schedules and exhibits, such as the Audit & Compliance Committee exhibits, management representation letters, property plant & equipment/lease commitment supplemental schedules and other key various deliverables.


-Manage and coordinate the completion of required monthly, quarterly and annual financial statements, including supplemental schedules and necessary disclosures.

-Assist in the creation and review of stand-alone financials and disclosures for various U.S. GAAP and other reporting requirements.

-Accountable for the coordination, quality review, compilation and distribution of financial data.

-Identify, research and document financial accounting issues to determine impacts on financial reporting.  Proactively communicate significant changes to key stakeholders. 

-Provide support for special projects, such as acquisition activity, and other projects as necessary and directed by management.

-Execute continuous improvement on individually assigned tasks and those affecting the department.

-Ability to handle multiple tasks and solve problems independently without detailed supervision.  Flexibility to perform a variety of detailed accounting functions and meet established deadlines.  Able to piece together complex data from multiple sources, and determine if the data is adequate to meet financial reporting requirements for GAAP and for outside agency purposes.

-Update accounting policies with assistance across various departments and regions, as necessary.

-Support year-end audited regions outside of California stand-alone reporting by performing a quality review of footnotes and disclosures.


-SVP, Corporate Controller & Chief Accounting Officer

-Vice President and Deputy Controller

-Executive Director, Technical Accounting

-Senior Director, Program Office Financial Reporting

-Director, Statutory and Technical Accounting

-Program Offices Financial Reporting personnel

-Statutory & Regulatory Reporting personnel

-Treasury Controller and team

-Shared Services Controllers and teams

-External consultants/auditors

-National Accounting Policy Department

Purpose and frequency of contact for all above customers varies widely depending on accounting standard and monthly activities and special projects.

Basic Qualifications:


- Minimum five (5) years of financial analysis or related experience.


- Bachelor's degree in finance related field, OR four (4) years of experience in a directly related field.

- High School Diploma or General Education Development (GED) required.

License, Certification, Registration

- N/A

Additional Requirements:

- Requires expert knowledge of own area of functional responsibility and advanced knowledge of multiple related functions.

- Must be able to work in a Labor/Management Partnership environment.

Preferred Qualifications:

-Full use and application of standard, financial analysis principles, theories, concepts, and techniques.

-Demonstrated ability to identify issues, propose solution and highlight any findings

-Enthusiasm, strong team player and passionate about contributing to a great culture and a great organization.

-Experience in a highly diversified and complex organization with successive levels of accountability and results required.

-Strong technical knowledge of GAAP accounting principles.  Health-care experience is preferred.

-Big 4 or public accounting experience, CPA and knowledge of technical accounting memo writing, preferred.

-Significant compliance orientation with demonstrated expertise in internal controls and Sarbanes Oxley.

-Knowledge and experience with major financial software systems.

-Experience with project management and change management. 

-Involvement in major system implementations preferred.

-Proven team player with the ability to problem solve and collaborate with multiple internal customers. 

-Demonstrated excellence in written / verbal communication, presentation, and interpersonal skills.

Primary Location: California,Oakland,Ordway One Kaiser Plaza Scheduled Weekly Hours: 40 Shift: Variable Workdays: Mon, Tue, Wed, Thu, Fri Working Hours Start: 8:30 AM Working Hours End: 5:30 PM Job Schedule: Full-time Job Type: Standard Employee Status: Regular Employee Group/Union Affiliation: Salaried, Non-Union, Exempt Job Level: Individual Contributor Job Category: Accounting, Finance and Actuarial Services Department: Corporate Controllers Department Travel: No Kaiser Permanente is an equal opportunity employer committed to a diverse and inclusive workforce. Applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), age, sexual orientation, national origin, marital status, parental status, ancestry, disability, gender identity, veteran status, genetic information, other distinguishing characteristics of diversity and inclusion, or any other protected status.

External hires must pass a background check/drug screen. Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with federal and state laws, as well as applicable local ordinances, including but not limited to the San Francisco and Los Angeles Fair Chance Ordinances.

About Accounting, Finance, & Actuarial Careers

Accounting Careers

Members of our accounting team support corporate projects and lend insight to areas such as financial reporting, tax planning and preparation, and audit management. This team also includes our audit professionals, who partner with financial and operational groups across the organization to analyze budgets and streamline procedures.

Finance Careers

Supporting critical business functions such as financial services, national Medicare finance, strategic planning, auditing, and corporate finance, our finance professionals develop the strategies that enable us to meet our financial goals.

Actuarial Careers

Applying probability and statistics to the practical problems of insurance, our actuarial team performs a variety of duties, including calculating the cost of premiums and policy values, preparing statistical studies, and forecasting financial results.

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