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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.

Senior Treasury Analyst

Location: Oakland, CA Job Number: 716748 Date posted: 07/13/2018
Description: Provides support to department managers and/or staff as well as conducts analysis on cash management, insurance management, risk evaluation and analysis, financing, leasing and modeling, retirement plan and foundation investments. Responsibilities may include routine analytical and accounting reporting; identifying established and unique concepts and trends; monitoring of portfolio investments; short- and long-term financial forecasting; coordination of banking activity; presentation of reconciled accrual statements; development of analytical tools and techniques; assisting in SOX compliance. Works on assignments of varying scope (limited to complex); ensures financial transactions and processes are documented and maintains an appropriate level of knowledge of current professional area of expertise.

Essential Functions:
  • Works on assignments of diverse and complex scope.
  • Interprets less defined guidelines to make recommendations for process improvements and/or enhancements.
  • Requires complex planning to coordinate with other departments or resources.
  • Determines scope, objectives, and procedures to performed for each assignment, without considerable direction.
  • Leads the prep/updating of regular analytic and accounting, as well as develops tools and techniques of analysis and analysis established concepts and trends.
  • Prepares projections for corporate financial planning and presents reconciled accrual statements for Controllers.
  • Ensures financial transactions have adequate controls and processes are fully documented.
  • Maintains a high level of knowledge of current professional area of expertise and provides research and initiative in introducing new and improved processes and reports, within broadly defined policies/procedures.
  • Develops and maintains good working relationships with management, so as to best coordinate across functional lines. Networks and participates in industry-related and/or professional associations.
  • Assists in SOX compliance and policies and procedures.
  • Contributes to the development and refresh of annual workplan.

  • Basic Qualifications:
    Experience
  • Minimum seven (7) years of Treasury or related business experience.
    Education
  • Bachelor's degree in finance or 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:
  • Thorough knowledge of treasury policies, practices and systems.
  • Regularly contributes to the development of new treasury concepts, techniques, and standards.
  • Frequently contributes to the development of new treasury work processes.
  • Considered expert in field within KP.
  • Must be able to work in a Labor/Management Partnership environment.

    Preferred Qualifications:
  • Degree emphasis in business, treasury or finance preferred.
  • Depending on function, accounting and insurance a plus.
  • For certain treasury functions, certification in specialized functions preferred (eg, ARM, CPA, CPUC).
    Primary Location: California,Oakland,Ordway One Kaiser Plaza Scheduled Weekly Hours: 40 Shift: Day Workdays: Mon, Tue, Wed, Thu, Fri Working Hours Start: 7:00 AM Working Hours End: 4:00 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 Specialty: Finance Department: Treasury Travel: Yes, 5 % of the Time
    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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