Lead senior Financial Analyst Job in Oakland, California US

Lead senior Financial Analyst

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 non-department 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. - Kaiser Permanente conducts compensation reviews of positions on a routine basis. At any time, Kaiser Permanente reserves the right to reevaluate and change job descriptions, or to change such positions from salaried to hourly pay status. Such changes are generally implemented only after notice is given to affected employees. Qualifications: Basic Qualifications: - Six (6) plus years of related experience in financial analysis and budgeting. - Bachelor's degree or equivalent. - CPA or Master's degree preferred. - 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. - Works independently, accountable to complete work assignments. - May provide project supervision to junior staff. Secondary Functions: -Responsible for the financial development and implementation of the clinical trial pre-award budgeting process. - Assists Principal Investigators with development and negotiation of financially appropriate and fiscally sound budgets for clinical trial and clinical research protocols. - Works with the KPNC Principal Investigators to determine and document Routine and Non-Routine care procedures. - Resolves problems and issues resulting from budget development and routing proposals through the KPNC financial management process. - Communicates with sponsor/industry finance officer for budget queries and required deliveries. - Tracks the budgeting process through KPNC financial management systems. - Actively assesses and develops process improvements for budget development, budget negotiation, and Medicare coverage analysis processes. - Trains staff appropriately and follows up to assure effectiveness of new processes. - Works with KPNC Revenue Cycle to perform Medicare Coverage Analysis to determine whether Medicare, Medicaid or other third party payer can legitimately be billed for a given item or service identified as part of a clinical trial as dictated by KPNC DOR and Revenue Cycle, local and national Medicare regulations. - Collaborates with the DOR fiance and the Kaiser Foundation Research Institute (KFRI) to ensure applicable KPNC finance rules and policies are instituted in the pre-award budgeting process. Function #1: Research Budget Development A. Works with the CCRU team and Principal Investigators with the development and negotiation of financially appropriate contracts and budgets for clinical trial, clinical research, and foundation research protocols. B. Ensures the determination of Routine and Non-Routine is determined and tracked. C. Collaborates with the DOR finance, the Kaiser Foundation Research Institute, and Principal Investigators in identifying payment milestones associated with research budgets. Function #2: Data Collection Management A. Collects financial data, analyzes charges, and reviews the data to ensure accuracy in the pre-award budget development process. B. Work with CCRU business partners to perform operational audits of active budgets to validate and improve cost model/s for clinical trials and clinical research budgets. Function #3: Attends Finance Meeting as Assigned A. Attends assigned meetings to ensure KPNC is on the forefront of industry trends in budget development and monitoring. Function #4: Team Training and Meetings B. Attends KPNC and CCRU-DOR meetings. Develops staff through orientation, training and mentioning. Performs related responsibilities as required. Trains clinical trial and clinical research teams in the pre-award budgeting process. Function #: Feasibility Analysis C. Responsible for ensuring financial feasibility of industry sponsored clinical trial budgets as well as inputting final approved budgets into the appropriate KPNC finance system