Kaiser Permanente Senior Financial/Cost Analyst in Berkeley, California
Responsible for the finance, accounting, cost, operating expense budgets & business mgmt functions for design & construction projects, facility operations & real estate functions. NFS finance/cost activities include data collection, reconciling expenditures against commitment, updating & ensuring data accuracy in project tracking system, financial analyses & cost forecasting, facility & capital project team's operating expense budgets; developing & implementing project financial standards & procedures; reviewing the project work breakdown structure, ensuring cost forecasts are consistent w/ established & documented project control basis (scope, work plan, schedule); analysis & reporting project cost variances, maintaining & reporting project cost forecast in accordance w/ work breakdown structure, tracking project cost movement, & providing progress reports; providing project cost forecast input to region capital planning process; submitting qualifying documents to Property Accounting dept for capitalization, verification of available budget for commitment, verification of DOA for commitment & expenditures, & providing financial & accounting support for acquisition, disposition & maintenance of land & facilities.
Primary focus for the senior level is to lead a team or NFS function performing the day to day NFS Finance & Accounting activities
Reviews project financial data input to the project mgmt/accounting systems for accuracy & compliance to policy
Coordinates project accounting information (opening, completion potential impairments etc.) w/ Regional Property Accounting
Develops budgets, forecasts, analyzes, & monitors operating costs & expense budgets
Leads and/or coordinates the analysis & review of cash forecasting reporting, in conjunction w/ the NFS Mgmt & Regional Planning depts
Reviews financial aspects of contracts & pay applications/invoices
Identifies & analyzes activities (project capitalization, impairments, etc.) that may impact regional financial results & effectively communicates them to the financial leads region
Prepares and/or reviews key mgmt cost reports, i.e. Main Loan Fund Mgmt Accountability Report (MMAR)
Identifies & manages cost trend data & schedule impacts & brings to attention of Project Manager & NFS Team
Resolves invoicing issues w/ vendors, contractors & professional services providers. Support negotiations as compliant to KP requirements
Prepares accruals & journal entries for month end close on operating costs; researches unusual variances during month end close
Works on assignments of diverse & complex scope
Interprets less defined guidelines to make recommendations for process improvements and/or enhancements
Requires complex planning to coordinate w/ other depts or resources
Responsibilities impact the achievement of key functional, NFS, and/or KP objectives that have direct & significant business impact
Contributes to the achievement of the dept's objectives
Erroneous decisions or recommendations could result in the inability to reach functional & NFS objectives & negatively affect expenditures & resources
Involves interpreting & analyzing established concepts & trends
Exercises considerable judgment to make decisions for less defined & complex issues
Requires complex decision-making
Develops solutions to a diverse range of complex problems, which require creativity & innovation w/in broadly defined policies & practices
Assume other duties as directed
- Minimum six (6) years of financial or project controls experience including two (2) years in architectural, design, contracting, and project management or construction environment.
Bachelor's degree in accounting, finance, business or construction management discipline, OR four (4) years of experience in a directly related field.
High School Diploma or General Education Development (GED) required.
License, Certification, Registration
Understanding of the accounting for construction work in progress and the capitalization requirements of generally accepted accounting principles.
Strong analytical and systems skills to include proficiency in PC based applications (Excel and Access including advanced functions such as graphics, pivot tables, macros and database management.
Understanding of accounting for leases (specific to Facility, Clinical Technology or Real Estate operations).
Must be able to work in a Labor/Management Partnership environment.
Minimum two (2) years in a lead financial analysis and/or accounting role preferred.
Certified Management Accountant (CMA) or CPA preferred.
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.
TITLE: Senior Financial/Cost Analyst
LOCATION: Berkeley, California
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, state and local laws, including but not limited to the San Francisco Fair Chance Ordinance. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, protected veteran, or disability status.
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