Financial Planning & Analysis, Analyst III

We are seeking a Financial Planning & Analysis Analyst III with a proven track record to support financial planning, modeling, forecasting, and operational performance analysis for the Kaiser Permanente Georgia market in a flexible hybrid role.

Responsibilities include preparing financial and budgeting trend reports, identifying cost avoidance and recovery opportunities, assisting with audits, responding to ad‑hoc data requests, and creating dashboards in Tableau. Healthcare budgeting and forecasting experience is preferred.

• Pursues self‑development and effective relationships by providing resources, advice, and expertise to coworkers and customers; influencing others through technical explanations and mentoring.
• Completes work assignments using up‑to‑date expertise, ensuring procedures and policies are followed, and collaborating cross‑functionally to solve business problems.
• Supports the evaluation of the business environment by conducting financial assessments and generating reports summarizing business, financial, or economic data.
• Completes costing activities by identifying cost avoidance and cost recovery opportunities.
• Supports improving financial performance by identifying financial trends, calling attention to operational issues, and partnering with the business to address performance issues.
• Supports business modeling by developing best‑practice models, analyzing risk alternatives, and creating what‑if scenarios and forecasts.
• Supports reporting of region/business unit financial information by evaluating financial trends, analyzing data, and reviewing financial statements.
• Supports assessment of the business vision, objectives, and strategic initiatives through research on financial impacts.
• Creates budgets and/or forecasts in accordance with strategic initiatives by analyzing budgeting trends and coordinating with others.
• Evaluates performance, operations, and financial state using templates and executing complex financial analyses.
• Supports internal and external audits by assisting with audit schedules and reviewing audit results.
• Supports field operations by analyzing their operational/financial performance.
• Supports Financial Statement Analysis of partners by using software systems and annual reports to assess viability and risk.
• Advises region/business unit leaders on strategic fiscal matters by preparing reports and facilitating meetings to review financial results.
• Supports strategic financial planning through financial, utilization, and benchmark analytics.

• Bachelor’s degree in finance, business, or related field and a minimum of three (3) years of Financial Planning & Analysis experience.

• One (1) year of project management experience.
• Two (2) years of experience with advanced spreadsheet functions (e.g., pivot tables, macros).
• Two (2) years of experience with intermediate SQL and/or SAS coding.

Primary location: 9 Piedmont Center, 3495 Piedmont Rd., NE, Atlanta, Georgia 30305 (in‑office with flexibility to work remotely; employees may be required to travel to a Kaiser Permanente or customer site).

Pay Range: $71,000 – $91,850 per year.

No travel required.

Kaiser Permanente is an equal opportunity employer committed to fair, respectful, and inclusive workplaces. Applicants will be considered for employment without regard to race, religion, sex, age, national origin, disability, veteran status, or any other protected characteristic or status.