Kaiser Permanente Lead Senior Financial Analyst in San Francisco, California

Provides project, service line or product line management, management consulting, analytical decision support services or technical expertise for a broad array of financial and operational issues. Responsible for more complex multi-faceted projects and analyses across disciplines and functional areas. Assists in developing performance monitoring process and coordinating compilation, interpretation and presentation of monitoring information. Participates in the planning and development of regional, departmental and/or functional budgets. May be responsible for budget system completion, high level reviews and conducting area wide analyses for target development. Conducts or participates in the most complex projects where analysis requires an in-depth evaluation of factors. Dual track position: Can be either a sole contributor or a position that supervises staff.

Essential Functions:

  • Coordinates performance monitoring process with junior staff and participates in the development of forecasts. Conducts financial analyses independently or leads a team, participating in the most complex projects. Designs and builds financial models based on diverse financial sources, in order to inform strategic decisions. May direct the production of ad hoc and periodic reports for department, facility, and/or regional management. Works to improve data quality processes and report design to meet diverse and changing needs for management reporting. Participates in the planning and development of department and nondepartment budgets, budget system completion, high level reviews and conducts area wide analyses for target development. Prepares understandable and defensible financial analyses of decision alternatives by utilizing spreadsheets and accessing various databases.

  • Oversees preparation of analyses for project teams, regional, departmental, and/or functional management and staff analysts. Writes reports of recommendations and delivers formal presentations of analytic findings and suggested action steps to management and senior leaders. Facilitates and participates in meetings and presentations. Provides education and management consulting on the use and interpretation of analyses, reports, methodologies and source data to managers/leaders. Develops feasibility studies and business plans to support new lines of products and services. Supports executive staff and committees in the development, analysis a communication of cost saving strategies and budgets and in the research of financial, operation and variance issues.

Basic Qualifications:


  • Minimum of six (6) years' 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:

  • Extensive knowledge of several or all of the following:

General finance theories and methodologies, discounted cash flow analysis, cost/benefit analysis, feasibility studies, large scale business planning, financial modeling and project management.

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

  • Strong oral and written communication, presentation and facilitation skills.

  • Strong consulting skills.

  • Able to work independently; accountable to complete work assignments.

  • May provide project supervision to junior staff.

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

Preferred Qualifications:

  • Master's degree preferred.

  • CPA preferred.


TITLE: Lead Senior Financial Analyst

LOCATION: San Francisco, 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.