Financial Planning & Analysis Analyst IV

Description : Job Summary :

This individual contributor is primarily responsible for conducting and interpreting complex financial assessment and modeling, leading internal audit processes, conducting and reviewing strategic financial research, and developing reports on region / business unit performance.

Essential Responsibilities :

• Practices self-development and promotes learning in others by proactively providing information, resources, advice, and expertise with coworkers and customers;
• building relationships with cross-functional stakeholders; influencing others through technical explanations and examples;
• adapting to competing demands and new responsibilities; listening and responding to, seeking, and addressing performance feedback;
• providing feedback to others; creating and executing plans to capitalize on strengths and develop weaknesses; supporting team collaboration;

and adapting to and learning from change, difficulties, and feedback.

• Completes work assignments and supports business-specific projects by applying expertise in subject area; supporting the development of work plans to meet business priorities and deadlines;
• ensuring team follows all procedures and policies; coordinating resources to accomplish priorities and deadlines; collaborating cross-functionally to make effective business decisions;

solving complex problems; escalating high priority issues or risks as appropriate; and recognizing and capitalizing on improvement opportunities.

Evaluates complex business environment by conducting financial assessments (e.g., Situational, Strengths / Weaknesses / Opportunities / Threats, Opportunity-Based Strategic Planning, system value chain analysis);

and interpreting reports summarizing business, financial, or economic data.

• Leads internal audit process, reviews audit results, and may engage with auditors to resolve material weaknesses, implement changes to internal controls and proactively assess high risk areas.
• Creates budgets and / or forecasts in accordance with business strategic initiatives by analyzing and interpreting budgeting trends;

reviewing results of budget and forecasting; coordinating with others to develop department / regional budgets; and making recommendations.

Advises region / business unit leaders on strategic fiscal matters by reviewing regular and special reports for both financial and statistical matters in order to facilitate financial management throughout the organization;

participating in regular meetings with leadership to review financial results for their areas; and acting as an internal consultant to Kaiser Management team on reading and interpreting financial results, analyzing variances, and improving performance.

Conducts financial modeling by developing best-practice and complex models; analyzing and optimizing risk alternatives;

and developing, reviewing, and recommending what-if scenarios and forecasts using in-house models or software.

• Assesses the business vision, objectives, and strategic initiatives by conducting and / or reviewing research provided by others to assess financial impact of strategies and initiatives.
• Completes costing activities by identifying and suggesting cost avoidance and cost recovery opportunities.
• Evaluates performance / operations / financial state by using and implementing templates (e.g., cash flow, RFA process, weekly unit case report) and computer applications;
• reviewing and conducting complex financial analyses (e.g., operating cash flow analyses, pro forma P&L, line item walk forwards, volume building blocks, NPV, IRR, Discounted Cash Flow, statistical analyses, economic analyses);

and reviewing and completing complex variance analysis (e.g., volume, P&L line item, cost of goods, rate).

Reports region / business unit financial information by evaluating and communicating financial trends, findings in data analysis reports, and forecasts of income and expense;

reviewing and communicating assets, liabilities, revenues, and expenses; and using data / inputs from region / business unit systems to support analyses (e.

g., membership and utilization reports, volume reporting, day sales inventory, analysis spreadsheets, investment schedules).

• Supports field operations by analyzing and interpreting their operational / financial performance; and determining areas of improvement.
• Conducts Financial Statement Analysis of business partners (e.g., suppliers, customers, co-packers, acquisition targets) by reviewing information reported from software systems (Internet, Bloomberg, and D&B), annual reports, and / or interviews;

making recommendations regarding the financial status (viability) of business partners; and assessing risk implications.

• Improves financial performance by analyzing financial trends; and in partnership with the business leaders, uses results of analysis and understanding of operations to identify actions that address operational performance issues.
• Informs strategic financial planning by performing and evaluating complex financial, utilization, and benchmark analytics.
• Assists with strategic financial planning by preparing recommendations for financial plans, acquisition activity, financial requirements, and operating forecasts;

and developing and interpreting financial concepts for financial planning and control.

Minimum Qualifications :

Bachelors degree in finance, business, or related field and Minimum six (6) years experience, or directly related business experience.

Additional equivalent work experience in a directly related field may be substituted for the degree requirement.

Additional Requirements :

N / A

Preferred Qualifications :

• Two (2) years experience in a leadership role with or without direct reports.
• Two (2) years project management experience.
30+ days ago