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Kaiser Permanente Financial Senior Analyst in Pleasanton, California

Develops, interprets and implements financial concepts for financial planning and control. Performs technical analysis to determine present and future financial performance. Gathers, analyzes, prepares and summarizes recommendations for financial plans, acquisition activity, trended future requirements and operating forecasts. Performs economic research and studies in the areas of rates of return, depreciations, working capital requirements, investment opportunities, investment performance and impact of governmental requirements.

Essential Functions:

  • Prepares financial reports and conducts comprehensive analyses with written summaries to management.

  • May be accountable for the coordination, compilation and distribution of financial data.

  • 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.

  • Provides ongoing user education and management consulting on use and interpretation of analysis, reports, methodologies, systems and source data.

  • Provides assistance on technical matters and acts as a significant information resource.

Basic Qualifications:


  • Minimum four (4) years financial analysis or related experience.


  • Bachelor's degree in Finance or related field 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:

  • Broad application of financial analysis principles, theories, and concepts in applicable discipline, plus working knowledge of other related fields.

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

  • Thorough knowledge of financial analysis policies, practices and systems.

  • Complete understanding and application of financial analysis principles, concepts, practices, and standards.

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

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

Preferred Qualifications:

  • N/A


TITLE: Financial Senior Analyst

LOCATION: Pleasanton, 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.