Kaiser Permanente Executive Director, Financial Planning and Analysis in Oakland, California

.The Executive Director of FP&A will lead and own the National Functions budgeting, forecasting, performance reporting and analysis, and allocations governance functions. This position reports to the VP, National FP&A and collaborates with the national business unit FP&A leaders, CFO-s, and finance leadership including Controller, Treasury, and Strategic Planning to ensure effective delivery of budgets, forecasts and performance analysis. This role will effectively synthesize, present, and communicate financial information and business implications to the CFO, finance and operations leadership and for review with the Boards of Directors. It will also promote transparency about National Function costs and provide assurance that expenditures provide high value and support KP-s affordability commitment.

Essential Responsibilities:

  • Leads and owns budgeting & forecasting process and outcomes for National Functions, including Shared Services

  • Design, implement, coordinate and consolidate budgeting.

  • Identify and analyze drivers of budget and forecast values and trends, including Care Delivery, Health Plan, Administrative and IT functions.

  • Drive efficiency in processes, implement adequate controls, and ensure stakeholder transparency into budgets, forecasts, and allocations.

  • Responsible for delivery of and enhancements to ongoing program-wide administrative performance analysis and benchmarking

  • Deliver monthly, quarterly, and long-range performance analysis and dashboard to the BoD and senior leadership including CEO, CFO, Regional & Group Presidents, NLT, OLG and KPPG.

  • Provide cross-functional and external benchmarking, including FTE metrics to help identify savings opportunities; support related initiatives

  • Design, implement and conduct a mid-year performance review for regions and national functions.

  • Provide decision support to CEO and CFO for financial management decisions including use of contingency and budget risk management.

  • Responsible for efficient and effective end-to-end financial planning processes including governance oversight of the national functions allocations

  • In concert with enterprise FP&A leadership team, drives to integrated and standardized budgeting and forecasting processes.

  • In partnership with the Controller-s group, oversee the accurate allocation of national functions costs in accordance with national policy to the Regions, and review and update allocation methodologies as needed

  • Ensures documentation of key processes to ensure appropriate back up and ongoing knowledge transfer with staffing changes.

  • Identifies issues and opportunities and provides effective solutions to enhance and streamline processes.

  • Builds commitment by explicitly laying out a clear roadmap for change.

  • Strategically involves and builds relationships with key stakeholders. Effectively collaborates, influences and serves as a financial expert to National & Regional finance and executive leadership on financial planning and performance initiatives with strategic importance. Provides strategic business planning, relative to FP&A functions, to ensure cost efficient administration of capabilities.

  • Works with senior leadership at the National, Regional, Business Unit levels in identifying and resolving financial and operational performance issues. Develops strong partnerships to apply thorough understanding of the organization-s key business strategy and highlight key performance issues. Support leaders to effectively anticipate and address the short and longer-term implications of decisions/actions.

  • Develops high performing analytical team responsible for program-wide Budgeting, Forecasting and Performance Analysis through effective recruiting, mentoring and coaching; fosters partnership and influence in driving FP&A performance outcomes.

Basic Qualifications:


  • Minimum eight (8) years of experience in financial planning, analysis, strategic planning or equivalent required.

  • Minimum five (5) years of leadership and talent management experience.


  • Bachelor-s degree in accounting, finance, business, economics 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:

  • Customer focused with outstanding interpersonal skills and ability to interact with a range of stakeholders to establish effective relationships at all levels of the organization. Ability to work collaboratively in a matrix environment, while developing effective relationships and achieving results required.

  • Expertise in financial and strategic planning and analysis, financial modeling. Thorough knowledge of process and tool enhancements, optimization and financial systems integration.

  • Expertise in motivating and developing high performing staff.

  • Experience leading financial planning process changes from concept through implementation.

  • Strong ability to analyze, understand and communicate complex issues and trends required. Strong ability to manage budgeting, forecasting and analytical functions in a dynamic environment required.

  • Experience with data management, business intelligence and benchmarking preferred.

  • Executive presence and excellent communication (written and verbal) and negotiation skills required.

Preferred Qualifications:

  • Prefer three (3) years of corporate financial planning including budgeting, forecasting and performance analysis experience

  • Experience with data management, business intelligence and benchmarking preferred.

  • Master's degree in Business Administration with financial focus, Health Care Administration, Public Health or other related field strongly preferred.

  • CPA or CMA preferred.


TITLE: Executive Director, Financial Planning and Analysis

LOCATION: Oakland, 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.