Financial Planning & Analysis Analyst IV, Construction (San Jose)

Job Summary:

In addition to the responsibilities listed below, this position is responsible for the finance, accounting, and business management functions for design and construction projects, facility operations, and/or real estate functions.
This includes responsibility for managing facility and capital project team operating expense budgets; verifying budget commitments and reconciling expenditures; collecting, updating, and ensuring data accuracy in project tracking system; ensuring cost forecasts are consistent with established and documented project specifications (scope, work plan, schedule); tracking project cost movement, and providing progress reports as appropriate; developing and implementing project financial standards and procedures; and providing financial and accounting support for acquisition, disposition, and maintenance of land and facilities.

Essential Responsibilities:

• Practices self-development and promotes learning in others by proactively providing information, resources, advice, and expertise with coworkers and customers; building relationships with cross-functional stakeholders; influencing others through technical explanations and examples; adapting to competing demands and new responsibilities; listening and responding to, seeking, and addressing performance feedback; providing feedback to others; creating and executing plans to capitalize on strengths and develop weaknesses; supporting team collaboration; and adapting to and learning from change, difficulties, and feedback.


• Completes work assignments and supports business-specific projects by applying expertise in subject area; supporting the development of work plans to meet business priorities and deadlines; ensuring team follows all procedures and policies; coordinating resources to accomplish priorities and deadlines; collaborating cross-functionally to make effective business decisions; solving complex problems; escalating high priority issues or risks as appropriate; and recognizing and capitalizing on improvement opportunities.


• Evaluates complex business environment by conducting financial assessments (e.g., Situational, Strengths/Weaknesses/Opportunities/Threats, Opportunity-Based Strategic Planning, system value chain analysis); and interpreting reports summarizing business, financial, or economic data.


• Leads internal audit process, reviews audit results, and may engage 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 analyzing and interpreting budgeting trends; reviewing results of budget and forecasting; coordinating with others to develop department/regional budgets; and making recommendations.


• Advises region/business unit leaders on strategic fiscal matters by reviewing regular and special reports for both financial and statistical matters in order to facilitate financial management throughout the organization; participating in regular meetings with leadership to review financial results for their areas; and acting as an internal consultant to Kaiser Management team on reading and interpreting financial results, analyzing variances, and improving performance.


• Conducts financial modeling by developing best-practice and complex models; analyzing and optimizing risk alternatives; and developing, reviewing, and recommending what-if scenarios and forecasts using in-house models or software.


• Assesses the business vision, objectives, and strategic initiatives by conducting and/or reviewing research provided by others to assess financial impact of strategies and initiatives.


• Completes costing activities by identifying and suggesting cost avoidance and cost recovery opportunities.


• Evaluates performance/operations/financial state by using and implementing templates (e.g., cash flow, RFA process, weekly unit case report) and computer applications; reviewing and conducting complex financial analyses (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 reviewing and completing complex variance analysis (e.g., volume, P&L line item, cost of goods, rate).


• Reports region/business unit financial information by evaluating and communicating financial trends, findings in data analysis reports, and forecasts of income and expense; reviewing and communicating assets, liabilities, revenues, and expenses; and using 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).


• Supports field operations by analyzing and interpreting their operational/financial performance; and determining areas of improvement.


• Conducts Financial Statement Analysis of business partners (e.g., suppliers, customers, co-packers, acquisition targets) by reviewing information reported from software systems (Internet, Bloomberg, and D&B), annual reports, and/or interviews; making recommendations regarding the financial status (viability) of business partners; and assessing risk implications.


• Improves financial performance by analyzing financial trends; and in partnership with the business leaders, uses results of analysis and understanding of operations to identify actions that address operational performance issues.


• Informs strategic financial planning by performing and evaluating complex financial, utilization, and benchmark analytics.


• Assists with strategic financial planning by preparing recommendations for financial plans, acquisition activity, financial requirements, and operating forecasts; and developing and interpreting financial concepts for financial planning and control.

Minimum Qualifications:

• Minimum two (2) years construction finance experience.
• Bachelors degree in finance, business, or related field and Minimum six (6) 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:

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