Job Information
Kaiser Permanente Senior Manager, Financial Planning & Analysis, Medical Financial Operations in Union City, California
Job Summary:
In addition to the responsibilities listed below, this senior manager position is also responsible for managing a team of subject matter experts, operational consultants, and finance leaders with portfolios of medical center administrative, ancillary, inpatient, primary and/or specialty care departments. This includes overseeing operational and financial reporting, analysis and consultation in support of organizational strategic goals; providing resource allocation support including business case development; and collaborating with senior clinical and/or administrative leadership across medical centers and/or portfolios to consistently drive operational excellence through influence, analysis, interpretation and data validation. This position is required to maintain and leverage a comprehensive understanding of health care operations and KPs integrated health care model at the clinical level. This may include interpreting large volumes of complex data (e.g., medical records, financials, etc.); providing detailed operational data to evaluate performance improvement initiatives; leveraging statistical analyses (e.g., SAS, SQL, etc.) to drive data-driven decision-making; managing research efforts and business case development in partnership with senior department leaders. Finally, this position is also responsible for leveraging a breadth of operational knowledge to assess and evaluate department operations and workflows. This includes ensuring opportunities are identified to optimize efficiencies in regard to appointment supply and demand; applying data modeling concepts to financial and non-financial scenarios; and maintaining complex staffing models used for department and medical center operations.
Essential Responsibilities:
Creates and advocates for developmental opportunities for others; builds collaborative, cross-functional relationships. Solicits and acts on performance feedback; works with leaders and employees to set goals and provide open feedback and coaching to drive performance improvement. Pursues professional growth; hires, trains, and develops talent for growth opportunities; strategically evaluates talent for succession planning; sets performance management guidelines and expectations across teams / units. Oversees implementation, adapts, and stays up to date with organizational change, challenges, feedback, best practices, processes, and industry trends; shares best practices within and across teams. Fosters open dialogue amongst team members, engages, motivates, and promotes collaboration within and across teams; motivates teams to meet business objectives. Delegates tasks and decisions as appropriate; provides appropriate support, guidance and scope; encourages development and consideration of options in decision making; fosters
Manages designated units or teams by translating business plans into tactical action items; oversees the completion of work assignments and identifies opportunities for improvement; ensures all policies and procedures are followed; partners with key stakeholders and business leaders to ensure products and/or services meet requirements and expectations while aligning with departmental strategies. Aligns team efforts; builds accountability for and measuring progress in achieving results; assumes responsibility for decision making; fosters direct reports to resolve escalated issues as appropriate. Communicates goals and objectives; incorporates resources, costs, and forecasts into team and unit plans; ensures matrixed resources are fulfilling service or performance requirements across reporting lines. Removes obstacles that impact performance; identifies and addresses improvement opportunities; guides performance and develops contingency plans accordingly; influences teams and units to operate in alignment with operational and business objectives.
Leads internal audit process, reviews audit results, and engages with auditors to resolve material weaknesses, implement changes to internal controls and proactively assess high risk areas.
Ensures budgets and/or forecasts are developed in accordance with business strategic initiatives by managing the evaluation of budgeting trends; managing the use of budget and forecasting; and managing the development of department/regional budgets.
Manages others in advising region/business unit leaders on strategic fiscal matters by monitoring the creation of regular and special reports for both financial and statistical matters in order to facilitate financial management throughout the organization; overseeing regular meetings with leadership to review financial results for their areas; and ensuring others appropriately advise the Kaiser Senior Management team on reading and interpreting financial results, analyzing variances, and improving performance.
Oversees financial modeling by reviewing and suggesting models; monitoring risk alternatives; and managing evaluation of what-if scenarios and forecasts.
Evaluates the business vision, objectives, and strategic initiatives and maximizes the financial impact of strategies and initiatives.
Manages costing activities by monitoring the identification of cost avoidance and cost recovery opportunities.
Monitors performance/operations/financial state by managing the use of templates (e.g., cash flow, RFA process, weekly unit case report) and computer applications; overseeing financial analyses and results (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 overseeing variance analysis and results (e.g., volume, P&L line item, cost of goods, rate).
Manages reports of region/business unit financial information by monitoring use of financial trends, data analysis reports, and forecasts of income and expense; overseeing assets, liabilities, revenues, and expenses; and monitoring the use of 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).
Ensures field operations are supported by monitoring their operational/financial performance; and recommending areas of improvement.
Manages Financial Statement Analysis of business partners (e.g., suppliers, customers, co-packers, acquisition targets) by ensuring information reported from software systems (Internet, Bloomberg, and D&B), annual reports, and/or interviews is accurate; monitoring the financial status (viability) of business partners; and ensuring risk implications are minimized.
Improves financial performance by interpreting financial trends; partnering with business leaders to identify actions that address performance issues; and implementing enhancements to operational issues in order to improve performance.
Participates in strategic financial planning by utilizing results of financial, utilization, and benchmark data.
Drives strategic financial planning by monitoring financial plans, acquisition activity, financial requirements, and operating forecasts; and overseeing development of financial concepts for financial planning and control.
Minimum Qualifications:
Minimum four (4) years finance experience managing a portfolio of departments, business lines, and/or functional/service areas.
Minimum two (2) years supervisory experience.
Minimum one (1) year experience managing or taking accountability for operational or project budgets.
Bachelors degree in finance, business, or related field and Minimum eight (8) years Financial Planning & Analysis experience, or directly related business experience. Additional equivalent work experience in a directly related field may be substituted for the degree requirement.
Additional Requirements:
COMPANY: KAISER
TITLE: Senior Manager, Financial Planning & Analysis, Medical Financial Operations
LOCATION: Union City, California
REQNUMBER: 1284557
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.