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Kaiser Permanente Senior Financial Analyst in Redwood City, California

Prepares financial reports and conducts comprehensive analyses with written summaries to management. Responsibilities include compiling and generating reports, providing supporting data for budget purposes, providing consultative and advisory recommendations to managers on data analysis and performance reporting, and working with various financial leadership to develop departmental operational and financial reports. Performs financial analysis upon identification of variances, and coordinates with junior analysts variance analysis process as defined. Participates in the planning and development of regional, departmental and/or functional budgets. May be responsible for budget system completion and high level reviews. Participates in and/or leads projects of moderate to complex scope as assigned.

Essential Functions:

  • Initiates and facilitates investigation variances trends, cost trends and utilization patterns and performs analysis.

  • Coordinates process as defined.

  • Ensures analyses are conducted in accordance with Administrative objectives.

  • Designs analytical reports and prepares complex financial trend and data analysis reports.

  • May be accountable for the coordination, compilation, and verification of analytic interpretation of financial reports and analyses.

  • Proactively identifies potential data and analytical needs to support management and performance monitoring requirements.

  • Participates in the planning and development of regional, departmental and/or functional budgets.

  • May be responsible for budget system completion and high level reviews.

  • Performs special projects/studies of moderate to complex scope as directed.

  • Develops work plans independently.

  • Completes structured projects with targeted analytical outcomes, defined clients and project teams.

  • Works autonomously and collaboratively with project teams and clients.

  • Identifies operational impact of analytical findings.

  • Manages projects of moderate to complex scope with general supervision.

  • Conducts ongoing user education and provides management consultation on the use and interpretation of analyses, reports, methodologies and source data and systems.

  • Develop spreadsheet and database analyses for presentation and analysis of financial reports.

  • Coordinates and interacts with any of the following: Finance Team, Revenue Cycle, Admin, Dept. Administrators & Chiefs, and other organizational department leadership (as appropriate) in providing analytical assistance within defined parameters.

  • Facilitates data analysis for and gives presentations.

  • Monitors compliance with policies and procedures related to financial management and budget systems and related automated systems.

Basic Qualifications:


  • Minimum four (4) years of related experience in financial analysis and budgeting.


  • Bachelor's degree required, 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:

  • Highly developed knowledge of finance theories such as present values theory/cash flow analysis and accounting principles.

  • Able to formulate finance study designs and prepare and conduct professional presentations.

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

  • Strong oral, written and presentation communication skills.

  • Ability to facilitate design and requirements definitions meetings with a wide variety of managerial leaders.

  • Knowledge/ability of detailed financial and operational data anlaysis and consultative skills.

  • Works under limited guidance; accountable to complete work assignments.

  • May provide functional direction to junior finance staff.

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

Preferred Qualifications:

  • Experience in both financial and operational data analysis.

  • Skilled in various applications including MS Excel, Access, VBA, SQL and KP Health Connect.

  • Master's degree preferred.

  • CPA preferred.


TITLE: Senior Financial Analyst

LOCATION: Redwood City, 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.