Kaiser Permanente ANALYST, FINANCIAL II - Financial Planning and Analysis - Kaiser Permanente Building in Clackamas, Oregon

Prepares Medium to more complex financial trend and data analysis reports. May be accountable for the coordination, compilation and distribution of financial data. Performs financial analysis upon identification of variances and prepares summary of key findings. Responsible for more complex departments/functions. May be responsible for budget system completion. Participates in the planning and development of regional, departmental and/or functional budgets and forecasts. Participates in projects of moderate complexity as assigned and may lead projects of low complexity.

Essential Functions:

  • Business Impact: Responsibilities impact the achievement of department objectives. Results usually contribute to the completion of projects and department objectives. Typical errors would cause moderate delays, inefficiencies and/or expenses. Decision Making: Typically involves interpreting and carrying out general guidelines. Requires some judgment to develop alternatives. Provides information to others to be used in the decision-making process. Requires limited decision-making. Problem Solving: Demonstrated problem solving and organization skills. Interactions/Communications: Exchanges and interprets nonroutine information and/or collaboration of work. Strong oral and written communication skills. Independence/Discretion: Follows generally defined directions. Works under general supervision. Exercises some discretion within defined boundaries. Will seek a supervisor or manager to provide guidance and/or solve problems for difficult issues.

  • Report analyst duties, e.g. design and develop automated actionable reports to inform managers in a timly fashion.

  • Data analyst duties, e.g. assists in the research, analysis, and remediation of moderately complex data issues that directly impacts reporting and analysis.

  • Business systems analyst duties, e.g., help define business rules applicable to the development and/or use of the application.

  • Perform other duties as requested.

Basic Qualifications:


  • Minimum two (2) years of financial analysis 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:

  • Working knowledge of financial analysis policies, practices and systems.

  • Able to formulate study designs and conduct analyses.

  • Frequent use and general knowledge of industry practices, techniques, and standards.

  • General application of financial analysis concepts and principles.

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

  • Required proficiency in PC based word processing and spreadsheet applications, including advanced functions such as graphics, pivot tables, and macros

Preferred Qualifications:

  • Healthcare/insurance experience.

  • Extensive use MS Office products.

  • Use of Data Query tools.


TITLE: ANALYST, FINANCIAL II - Financial Planning and Analysis - Kaiser Permanente Building

LOCATION: Clackamas, Oregon


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.