Financial Planning Consultant
Kaiser Permanente - Northwest
Portland, Oregon
Provide consulting, financial planning, modeling support to major KPNW business processes & projects, conduct complex analyses supporting KPNW in achieving its operating plan.
Provide consulting, financial planning, modeling support to major KPNW business processes & projects, conduct complex analyses supporting KPNW in achieving its operating plan. Develop & maintain performance measurement & reporting systems.
Essential Functions:
- In collaboration w/ business partners, manage or facilitate multi-disciplinary projects, initiatives, &/or committees
- Provide consulting & financial modeling support to major businesses & projects.
- Participate fully in other aspects of process/project completion
- Conduct complex financial analyses on a broad range of issues, across disciplines to facilitate decision making
- Collect data, conduct analyses, develop forecasts & other models, synthesize findings, & present interpretations & recommendations
- Work independently or as part of a team supporting major business processes & projects.
- Develop & maintain performance measures & reporting systems to inform managers & clinicians on current trends & performance relative to key operational indicators pertinent to clinical, operating, financial, business, or strategic plans
- Monitor & analyze current performance to determine likely causes of change relative to historical, forecasted, or benchmarked trends, & provide interpretation to management Review report content & format periodically to ensure that reports meet users� needs.
- Where appropriate, work collaboratively w/ data warehouse &/or Decision Analytical Reporting staff to translate information requirements into a DW/DAR application
- In collaboration w/ business partners, manage or facilitate multi-disciplinary projects, initiatives, &/or committees
- Provide consulting & financial modeling support to major businesses & projects
- Participate fully in other aspects of process/project completion
- Produce capital plans & budgets in support of customers
- Use financial tools such as NPV, IRR, & ROI
- Ensure appropriate ownership & buy-in on financial projects, by management, sponsors, & those affected
- Maintain effective client & peer relationships
- Proacti- ely identify & research key business issues by regularly analyzing financial trends in the organization�s performance
- Design analytic approaches to address issues
- Create proforma financial statements such as: cashflow, income statement, & balance sheets
- Calculate the operational & accounting impact on required reserves
- Budget at account code level,
- Act as a liaison w/ accounting & operations to resolve budgeting & investigate variance analysis
- Assist the organization in preparation of audits from various internal & external agencies.
- Trace changes in accounting entries & their impact on the organization�s current & future financial statements
- Carryout duties as required by the Controller & CFO to maintain the organization SOX compliance
Qualifications:
Basic Qualifications:
- Three years consulting & analytical service experience in financial planning, management engineering, or program planning.
- Strong proficiency in use of current software, including spreadsheets, statistical applications, charts & graphs, database management, decision support, & data warehousing applications.
- Demonstrated ability to manage multiple competing priorities of operational management customers & business process.o Ability to design & deliver formal training programs to staff customers on advanced consulting & analytical tools & techniques.
- A bachelor degree in accounting, finance or equivalent experience.
- Intermediate to advanced knowledge of analytic techniques pertinent to planning, finance, & management engineering including forecasting, sensitivity analysis, & financial modeling & analysis such as NPV.
- Basic knowledge of advanced analytic techniques such as dynamic financial modeling/simulation, decision analysis, cost-benefit/effectiveness & other economic analysis, & operations research.
- Strong interpersonal & communication skills (1:1, peer, multi-disciplinary group, oral presentations, written documents).
- Able to facilitate project groups of up to 12 people, supporting the project leader in meeting planning, management, & maintaining good group process.
- Proven leadership skills in project management & consulting, including the following attributes: efficient, collaborative, candid, open, & results oriented.
- Proficient in Microsoft products, particularly strong spreadsheet modeling skills.Preferred Qualifications:o A master�s degree, CMA or CPA preferredo MBA degree preferred.
- Experience in an integrated health care system preferred.
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