FP&A Analyst V - Technology Investment & Portfolio Finance

The FP&A Analyst 5 role supports technology investment projects through finance partnership, business case development, forecasting/budgeting and executive reporting. This role partners closely with project managers, business leaders, and finance stakeholders to develop business case financial assumptions, analyze financial performance, evaluate investment funding needs, and provide actionable insights to support strategic decision-making. The position requires strong analytical capabilities, advanced Excel skills, and experience working with financial planning systems such as Strata or similar enterprise budgeting and forecasting tools.

Success in this role requires the ability to translate complex project and financial data into clear recommendations while managing multiple priorities in a fast-paced environment.

This senior level employee is primarily responsible for conducting complex financial assessment and modeling efforts, leading internal audit processes, creating budgets and forecasts, completing costing activities, and developing reports on region/business unit performance.

• Practices self-leadership and promotes learning in others by building relationships with cross-functional stakeholders; communicating information and providing advice to drive projects forward; influencing team members within assigned unit; listening and responding to, seeking, and addressing performance feedback; adapting to competing demands and new responsibilities; providing feedback to others, including upward feedback to leadership and mentoring junior team members; creating and executing plans to capitalize on strengths and develop weaknesses;
  
  and adapting to and learning from change, difficulties, and feedback.
• Conducts or oversees business-specific projects by applying deep expertise in subject area; promoting adherence to all procedures and policies; developing work plans to meet business priorities and deadlines; determining and carrying out processes and methodologies; coordinating and delegating resources to accomplish organizational goals; partnering internally and externally to make effective business decisions; solving complex problems; escalating issues or risks as appropriate;
  
  monitoring progress and results; recognizing and capitalizing on improvement opportunities; and evaluating recommendations made by others.
• Evaluates the business environment by leading financial assessments (e.g., Situational, Strengths/Weaknesses/Opportunities/Threats, Opportunity-Based Strategic Planning, system value chain analysis); and interpreting and communicating information in reports summarizing business, financial, or economic data.
• 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.
• Creates budgets and/or forecasts in accordance with business strategic initiatives by interpreting and communicating budgeting trends; communicating results of budget and complex forecasting; participating in the development of department/regional budgets; and making recommendations.
• Advises region/business unit leaders on strategic fiscal matters by developing and designing regular and special reports for both financial and statistical matters in order to facilitate financial management throughout the organization; leading regular meetings with leadership to review financial results for their areas; and acting as an internal consultant to Kaiser Senior Management team on reading and interpreting financial results, analyzing variances, and improving performance.
• Conducts complex financial modeling by developing best-practice and complex models; analyzing…