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Company Description

Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose - to uplift everyone, everywhere by being the best way to pay and be paid.

About

Company Description

Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose - to uplift everyone, everywhere by being the best way to pay and be paid.

Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa.

Job Description

This role is for Corporate FP&A Value Added Services (VAS) and Commercial and Money movement Solutions (CMS) lead, which is responsible for a broad range of Financial planning and analytics including Multi-year outlooks, budgeting, and various reporting and analysis for Visa's executive leadership.

This Senior Manager role will be heavily involved in the preparation of internal and external reporting for VAS and CMS. The VAS and CMS lead will be partnering cross functionally and globally with the partner teams to define parameters of reporting and disclosures and executing on Corporate priorities while bringing the financial discipline to the process.

A critical requirement for success in this role will be to promote a One Visa mindset across multiple stakeholders, encouraging a spirit of collaboration and building strong relationships. Communication skills will be key as you convert financial outputs into key insight for the business and challenge along the way to drive tangible benefits.

What we expect of you, day to day

• Supporting & influencing senior leaders in Finance across VAS and CMS finance in global and region teams. This role is responsible for delivering on the budget, forecast and multiyear strategic outlook Corporate perspective for VAS and CMS as well as coordination and consolidation of regional submissions.
• Driving the core FP&A planning agenda, performing assessments on the financial & business performance for VAS and CMS, and acting as the lead for Corporate FP&A in cross coordination with GARP, FSS, Controllership and VAS and CMS Finance regional and global teams.
• Corporate FP&A lead driving financial planning and collaboration of VAS and CMS reporting and analytics in close partnership with the Global VAS and CMS Finance team and regional partners, and solving complex issues as they arise.
• Embed P&L thinking into decision-making and providing succinct messaging for the CFO, quantifying the financial impacts of risks and opportunities throughout reporting and planning cycles.
• Coordinate inputs from various stakeholders on revenues reporting, driving the reviews as part of the monthly and quarterly cadence of Scorecards and BAU
• Provide timely and accurate financial management reporting, proactively delivering insightful analysis of key trends and understanding of the key business and financial risks and opportunities (including recommendations for call to action where applicable).
• Maintain a detailed knowledge and understanding of VAS and CMS business drivers and develop a comprehensive understanding of how they fit into the overall business strategy for Visa globally.
• Strengthen collaboration and partnership with stakeholders at all levels, ensuring synergies and coordinated efforts with other groups.
• Deliver on a variety of cross-functional or process enhancement projects where VAS and CMS FP&A is key stakeholder, including ideation, planning, leading and execution.
• Competitive analysis on performance of VAS and CMS throughout earning cycles and establishing benchmark against the industry leaders across Visa portfolios by developing an in-depth knowledge of the industry landscape.
  
  

This is a hybrid position. Expectation of days in the office will be confirmed by your Hiring Manager.

Qualifications

Basic Qualifications

• 8 or more years of relevant work experience with a Bachelor Degree or at least 5 years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 2 years of work experience with a PhD
  
  

Preferred Qualifications

• 9 or more years of relevant work experience with a Bachelor Degree or 7 or more relevant years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 3 or more years of experience with a PhD
• Graduate, undergraduate degree and/or other Finance-related professionally recognized accreditations (e.g. CPA, CFA, CIMA, ACA, ACCA)
• Ten years of progressive professional finance experience, preferably in global publicly listed, government regulated payments company
• Outstanding analytical and quantitative skills, can-do attitude to resolve tough business problems with well-structured analyses
• Highly strategic combined with a strong business acumen
  
  

Additional Information

Work Hours: Varies upon the needs of the department.

Travel Requirements: This position requires travel 5-10% of the time.

Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers.

Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.

Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code.

U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 142,200 to 206,350 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.

• San Francisco, California
  
  

Languages

• English

Seniority level

• Seniority level Not Applicable

Employment type

• Employment type Full-time

Job function

• Job function Finance and Sales
• Industries Technology, Information and Internet

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Job Summary:
In addition to the responsibilities listed below, this director level position is also responsible for directing a team or teams of subject matter experts, operational consultants, and finance leaders with portfolios of medical center administrative, ancillary, inpatient, primary and/or specialty care departments. This includes directing and overseeing operational and financial reporting, analysis and consultation to drive organizational strategic goals; ensuring resource allocation support including business case development; and leveraging partnerships with senior clinical and/or administrative leadership across medical centers and/or portfolios to consistently drive operational excellence through influence, analysis, interpretation and data validation. This position is required to maintain and leverage a comprehensive understanding of health care operations and KPs integrated health care model at the clinical level. This may include interpreting large volumes of complex data (e.g., medical records, financials, etc.); ensuring detailed operational data is used to evaluate performance improvement initiatives; directing research efforts and business case development in partnership with senior department leaders. Finally, this position is also responsible for leveraging a breadth of operational knowledge to assess and evaluate department operations and workflows. This includes ensuring opportunities are identified to optimize efficiencies in regard to appointment supply and demand; applying data modeling concepts to financial and non-financial scenarios; and overseeing the development complex staffing models used for department and medical center operations.
Essential Responsibilities:
+ Prepares individuals for growth opportunities and advancement; builds internal collaborative networks for self and others. Solicits and acts on performance feedback; drives collaboration to set goals and provide open feedback and coaching to foster performance improvement. Demonstrates continuous learning; oversees the recruitment, selection, and development of talent; ensures performance management guidelines and expectations to achieve business needs. Stays up to date with organizational best practices, processes, benchmarks, and industry trends; shares best practices within and across teams. Motivates and empowers teams; maintains a highly skilled and engaged workforce by aligning resource plans with business objectives. Provides guidance when difficult decisions need to be made; creates opportunities for expanded scope of decision making and impact.
+ Oversees the operation of multiple units within a department by identifying member and operational needs; ensures the management of work assignment completion; translates business strategy into actionable business requirements; ensures products and/or services meet member requirements and expectations while aligning with organizational strategies. Gains cross-functional support for business plans and priorities; assumes responsibility for decision making; sets standards, measures progress, and fosters resolution of escalated issues. Communicates goals and objectives; analyzes resources, costs, and forecasts and incorporates them into business plans; prioritizes and distributes resources. Removes obstacles that impact performance; guides performance and develops contingency plans accordingly; ensures teams accomplish business objectives.
+ Directs internal audit process, reviews audit results, and engages with auditors to resolve complex issues, implement changes to internal controls and proactively assess high risk areas.
+ Ensures budgets and/or forecasts are developed in accordance with business strategic initiatives by overseeing budgeting trends; directing budget and forecasting; and overseeing development of department/regional budgets.
+ Advises region/business unit leaders on strategic fiscal matters by overseeing 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 overseeing advice given to the Kaiser Senior Management team on reading and interpreting financial results, analyzing variances, and improving performance.
+ Directs financial modeling by overseeing development and application of models; driving the optimization of risk alternatives; and overseeing development of what-if scenarios and forecasts.
+ Directs the business vision, objectives, and strategic initiatives by reviewing financial impact.
+ Directs costing activities by overseeing identification of cost avoidance and cost recovery opportunities and application of adequate solutions.
+ Oversees performance/operations/financial state by directing the use of templates (e.g., cash flow, RFA process, weekly unit case report) and computer applications; making decisions based on financial analyses and results (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 monitoring variance analysis and results (e.g., volume, P&L line item, cost of goods, rate).
+ Oversees reports of region/business unit financial information by directing use of financial trends, data analysis reports, and forecasts of income and expense; providing recommendations; monitoring assets, liabilities, revenues, and expenses; and directing the use of 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).
+ Ensures field operations are supported by overseeing their operational/financial performance; identifying areas of improvement and recommending complex solutions.
+ Directs Financial Statement Analysis of business partners (e.g., suppliers, customers, co-packers, acquisition targets) by overseeing information reported from software systems (Internet, Bloomberg, and D&B), annual reports, and/or interviews; ensuring that the financial status (viability) of business partners is adequate; and monitoring risk implications.
+ Drives financial performance by reviewing financial trends and results; and advises senior leadership on ways to improve performance.
+ Leads strategic financial planning by overseeing reporting of financial, utilization, and benchmark data.
+ Leads strategic financial planning by directing financial plans, acquisition activity, financial requirements, and operating forecasts; and driving development of financial concepts for financial planning and control.
Minimum Qualifications:
+ Minimum (6) years finance experience managing a portfolio of departments, business lines, and/or functional/service areas.
+ Minimum four (4) years supervisory experience.
+ Minimum three (3) years experience managing operational or project budgets.
+ Bachelors degree in finance, business, or related field and Minimum ten (10) 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:
COMPANY: KAISER
TITLE: Director, Financial Planning & Analysis, Medical Financial Operations
LOCATION: Walnut Creek, California
REQNUMBER: 1360356
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.

Job Summary:
This role will support construction finance, this individual contributor is primarily responsible for supporting financial planning, modeling, analysis, and forecasting, assisting in financial assessment, preparing financial and other reports, and researching financial trends.
Essential Responsibilities:
+ Pursues self-development and effective relationships with others by sharing resources, information, and knowledge with coworkers and customers; listening, responding to, and seeking performance feedback; acknowledging strengths and weaknesses; assessing and responding to the needs of others; and adapting to and learning from change, difficulties, and feedback.
+ Completes work assignments by applying up-to-date knowledge in subject area to meet deadlines; following procedures and policies and applying data, and resources to support projects or initiatives; collaborating with others, often cross-functionally, to solve business problems; supporting the completion of priorities, deadlines, and expectations; communicating progress and information; identifying and recommending ways to address improvement opportunities when possible; and escalating issues or risks as appropriate.
+ Supports the evaluation of the business environment by assisting with financial assessment (e.g., Situational, Strengths/Weaknesses/Opportunities/Threats, Opportunity-Based Strategic Planning, system value chain analysis).
+ Supports internal and external audits by assisting with preparation of audit schedules and review of audit results.
+ Supports the creation of budgets and/or forecasts in accordance with business strategic initiatives by analyzing budgeting trends; conducting budget and forecasting; and providing information as requested to aid the development of department/regional budgets.
+ Supports others in advising region/business unit leaders on strategic fiscal matters by assisting with preparation of regular and special reports for both financial and statistical matters in order to facilitate financial management throughout the organization; and assisting with organizing regular meetings with leadership to review financial results for their areas.
+ Supports financial modeling by assisting with development of best-practice models; documenting risk alternatives; and assisting with the development of what-if scenarios and forecasts using in-house models or software.
+ Supports assessment of the business vision, objectives, and strategic initiatives by conducting research to assess financial impact of strategies and initiatives.
+ Supports costing activities by assisting with the identification of cost avoidance and cost recovery opportunities.
+ Evaluates performance/operations/financial state by using templates (e.g., cash flow, RFA process, weekly unit case report) and computer applications; conducting 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 completing variance analysis (e.g., volume, P&L line item, cost of goods, rate).
+ Supports reporting of region/business unit financial information by preparing and evaluating financial trend information, data analysis reports, and forecasts of income and expense; recording assets, liabilities, revenues, and expenses; and collecting 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 assisting with analysis of their operational/financial performance.
+ Supports Financial Statement Analysis of business partners (e.g., suppliers, customers, co-packers, acquisition targets) by using software systems (Internet, Bloomberg, and D&B), annual reports, and/or interviews; and determining the financial status (viability) of business partners.
+ Supports improving financial performance by assisting with the identification of financial trends; running analyses and calling attention to operational issues that need to be addressed to improve performance.
+ Supports strategic financial planning by performing financial, utilization, and benchmark analytics.
+ Supports strategic financial planning by gathering recommendations for financial plans, acquisition activity, financial requirements, and operating forecasts; and assisting with development of financial concepts for financial planning and control.
Minimum Qualifications:
+ Bachelors degree in finance, business, or related field OR Minimum three (3) years financial planning and/or data analysis experience, or directly related business experience.
Additional Requirements:
COMPANY: KAISER
TITLE: Financial Planning & Analysis Analyst II
LOCATION: South San Francisco, California
REQNUMBER: 1365020
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.

Job Summary:
In addition to the responsibilities listed below, this individual contributor position is also responsible for serving as a financial and operational consultant for a portfolio of medical center administrative, ancillary, inpatient, primary and/or specialty care departments under the guidance and direction of more senior staff. This includes providing operational and financial reporting, analysis and consultation in support of organizational strategic goals; providing resource allocation support including business case development; and collaborating with clinical department leadership to drive operational excellence through influence, analysis, interpretation and data validation.
This position is required to maintain and leverage an understanding of health care operations and KPs integrated health care model at the clinical level. This may include interpreting large volumes of complex data (e.g., medical records, financials, etc.); providing detailed operational data to evaluate performance improvement initiatives; programming and conducting statistical analyses (e.g., SAS, SQL, etc.) to drive data-driven decision-making; conducting research and/or preparing detailed business cases in partnership with department leaders.
Finally, this position is also responsible for leveraging a breadth of operational knowledge to assess and evaluate department operations and workflows. This includes identifying opportunities to optimize efficiencies in regard to appointment supply and demand; applying data modeling concepts to financial and non-financial scenarios; and developing and maintaining complex staffing models used for department and medical center operations.
Essential Responsibilities:
+ Pursues effective relationships with others by proactively providing resources, information, advice, and expertise with coworkers and members. Listens to, seeks, and addresses performance feedback; provides mentoring to team members. Pursues self-development; creates plans and takes action to capitalize on strengths and develop weaknesses; influences others through technical explanations and examples. Adapts to and learns from change, challenges, and feedback; demonstrates flexibility in approaches to work; helps others adapt to new tasks and processes. Supports and responds to the needs of others to support a business outcome.
+ Completes work assignments autonomously by applying up-to-date expertise in subject area to generate creative solutions; ensures all procedures and policies are followed; leverages an understanding of data and resources to support projects or initiatives. Collaborates cross-functionally to solve business problems; escalates issues or risks as appropriate; communicates progress and information. Supports, identifies, and monitors priorities, deadlines, and expectations. Identifies, speaks up, and implements ways to address improvement opportunities for team.
+ Supports the evaluation of the business environment by conducting financial assessments (e.g., Situational, Strengths/Weaknesses/Opportunities/Threats, Opportunity-Based Strategic Planning, system value chain analysis); 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; using results of analyses; calling attention to operational issues that need to be addressed to improve performance; and partnering with the business to address operational performance issues.
+ Supports business modeling by developing best-practice models; analyzing risk alternatives; and developing what-if scenarios and forecasts using in-house models or software.
+ Supports reporting of region/business unit financial information by evaluating financial trends, data analysis reports, and forecasts of income and expense; reviewing 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 assessment of the business vision, objectives, and strategic initiatives by conducting research to assess financial impact of strategies and initiatives.
+ Creates budgets and/or forecasts under the guidance of others in accordance with business strategic initiatives by analyzing budgeting trends; preparing budget and forecasting; and coordinating with others to develop department/regional budgets.
+ Evaluates performance/operations/ financial state by using and implementing templates (e.g., cash flow, RFA process, weekly unit case report) and computer applications; 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 completing complex variance analysis (e.g., volume, P&L line item, cost of goods, rate).
+ Supports internal and external audits by assisting with preparation of audit schedules and review of audit results.
+ Supports field operations by analyzing their operational/financial performance.
+ Supports Financial Statement Analysis of business partners (e.g., suppliers, customers, co-packers, acquisition targets) by using software systems (Internet, Bloomberg, and D&B), annual reports, and/or interviews; determining the financial status (viability) of business partners; and assessing risk implications.
+ Supports others in advising region/business unit leaders on strategic fiscal matters by preparing regular and special reports for both financial and statistical matters in order to facilitate financial management throughout the organization; and organizing regular meetings with leadership to review financial results for their areas.
+ Supports strategic financial planning by performing and evaluating financial, utilization, and benchmark analytics.
+ Supports strategic financial planning by gathering and preparing recommendations for financial plans, acquisition activity, financial requirements, and operating forecasts; and applying financial concepts for financial planning and control.
Minimum Qualifications:
+ Bachelors degree in finance, business, or related field and Minimum three (3) 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:
COMPANY: KAISER
TITLE: Financial Planning & Analysis Analyst III, Medical Financial Operations
LOCATION: Redwood City, California
REQNUMBER: 1364097
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.

Job Summary:
In addition to the responsibilities listed below, this senior individual contributor position is also responsible for serving as an experienced finance leader and operational consultant for a portfolio of medical center administrative, ancillary, inpatient, primary and/or specialty care departments. This includes providing operational and financial reporting, analysis and consultation in support of organizational strategic goals; providing resource allocation support including business case development; and collaborating with clinical department leadership to frequently drive operational excellence through influence, analysis, interpretation and data validation.
This position is required to maintain and leverage an understanding of health care operations and KPs integrated health care model at the clinical level. This may include interpreting large volumes of complex data (e.g., medical records, financials, etc.); providing detailed operational data to evaluate performance improvement initiatives; programming and conducting statistical analyses (e.g., SAS, SQL, etc.) to drive data-driven decision-making; conducting research and/or preparing detailed business cases in partnership with department leaders.
Finally, this position is also responsible for leveraging a breadth of operational knowledge to assess and evaluate department operations and workflows. This includes identifying opportunities to optimize efficiencies in regard to appointment supply and demand; applying data modeling concepts to financial and non-financial scenarios; and developing and maintaining complex staffing models used for department and medical center operations.
Essential Responsibilities:
+ Promotes learning in others by proactively providing and/or developing information, resources, advice, and expertise with coworkers and members; builds relationships with cross-functional/external stakeholders and customers. Listens to, seeks, and addresses performance feedback; proactively provides actionable feedback to others and to managers. Pursues self-development; creates and executes plans to capitalize on strengths and develop weaknesses; leads by influencing others through technical explanations and examples and provides options and recommendations. Adopts new responsibilities; adapts to and learns from change, challenges, and feedback; demonstrates flexibility in approaches to work; champions change and helps others adapt to new tasks and processes. Facilitates team collaboration to support a business outcome.
+ Completes work assignments autonomously and supports business-specific projects by applying expertise in subject area and business knowledge to generate creative solutions; encourages team members to adapt to and follow all procedures and policies. Collaborates cross-functionally and/or externally to achieve effective business decisions; provides recommendations and solves complex problems; escalates high-priority issues or risks, as appropriate; monitors progress and results. Supports the development of work plans to meet business priorities and deadlines; identifies resources to accomplish priorities and deadlines. Identifies, speaks up, and capitalizes on improvement opportunities across teams; uses influence to guide others and engages stakeholders to achieve appropriate solutions.
+ 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 finance experience managing a portfolio of departments, business lines, and/or functional/service areas.
+ 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:
COMPANY: KAISER
TITLE: Financial Planning & Analysis Analyst IV, Medical Financial Operations
LOCATION: San Leandro, California
REQNUMBER: 1369908
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.

Job Description

Redwood Trust, Inc. (NYSE: RWT) is a specialty finance company focused on making credit sensitive investments in residential loans and other mortgage-related assets, with the goal of delivering a stable and growing stream of attractive earnings and dividends for our shareholders.

Our employees are a team of disciplined, dedicated, and talented professionals who do what it takes to make the Company a leader in innovation and reputation. We value everyone's contribution, actively soliciting feedback at all levels within the organization. Work gets done in a non-hierarchical, hard-working, and fun environment.

Responsibilities & Duties

As a VP, FP&A at Redwood Trust, you will play a critical role in ensuring that the company can plan for growth, execute on, and track performance against the budget. You will lead key elements of the budgeting, forecasting, and reporting cycles, and contribute to preparing presentations for the Board of Directors and Senior Leadership. Your work will support Redwood Trust in achieving its quarterly, annual, and long-term goals through crafting short and long-term financial/operational reports, analyses, and strategies.

• Build quarterly Board Decks, ad hoc presentations, and partner on strategic projects.
• Oversee the financial planning system (Anaplan).

• Maintain the companys operating model, collaborate across departments to provide forward-looking analysis supporting business decisions and capital allocation.
• Oversee and review detailed analysis, modeling, and forecasting of financial and business performance to support company-wide financial and operational objectives.
• Partner with business leaders to ensure linkage between operational, planning, and strategic activities.
• Collaborate effectively with the FP&A team and other internal partners to drive deliverables.
• Perform ad-hoc and deep-dive analyses to support management decisions.
• Lead month-end and quarter-end close and reporting responsibilities.
• Analyze data to recommend actions through interpretation and comparative analysis.
• Create presentations and reports for business leaders to support their respective lines of business.

Required Experience & Education

• Bachelors degree in Business, Finance, Accounting, or related field is required.
• Masters degree or advanced certifications (e.g., CFA, CPA) preferred.
• 7-10 years of industry experience in budgeting, planning, financial modeling, and decision analytics (e.g., FP&A, corporate finance, investment banking, private equity).
• Proficiency with MS Office applications, especially advanced Excel skills.
• Strong analytical skills, both quantitative and qualitative.
• Detail-oriented, self-starter with leadership ability and experience working with senior management.
• Knowledge of finance concepts, financial statement analysis, and business drivers.
• Ability to work independently and collaboratively, managing multiple priorities in a fast-paced environment.
• Experience with cloud-based ERP systems like Anaplan.

A reasonable estimate of the total compensation range for this role is $150,000-$196,000. The actual salary will depend on education, location, training, licensure, and other factors. Redwood Trust offers a comprehensive benefits package including bonuses, health plans, insurance options, wellness reimbursements, paid parental leave, volunteering time, paid time off, ESPP, and 401K matching.

At Redwood Trust, we are committed to fostering an inclusive workplace where everyone is valued and has the opportunity to thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and do not discriminate based on race, color, religion, gender, sexual orientation, gender identity, age, disability, marital status, veteran status, or other protected categories.

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DIRECTOR, FINANCIAL PLANNING & ANALYSIS reporting to the Vice President, Financial Planning & Analysis. The Director of FP&A will be a key leader within the FP&A team, focused on orchestrating the budgeting and forecasting cycles within the company, and producing relevant and actionable management reporting and analytics. This is a full-time position based in the Redwood Shores, CA headquarters office.

The Director, FP&A will be responsible for maintaining repeatable and scalable processes that serve a $300M+ and growing hybrid software license, and SaaS company. This role will partner very closely with the VP FP&A on matters relating to the delivery of information that will enable the company to achieve its strategic objectives.

PRIMARY RESPONSIBILITIES:

• Help coordinate and drive the company-wide annual budgeting and quarterly forecasting process. Work with the existing finance and accounting team members to support operating expense, headcount, P&L, Balance Sheet and Cash Flow forecasting.
• Help develop and maintain robust internal management reports and analytics.
• Work cross-functionally across all areas within the company
• Assist with external investor reporting and presentations when necessary
• Work with the VP FP&A to design and prepare presentations for the Board of Directors and CEO staff, as well as operational dashboards and KPI’s for the executive team.
• Experience managing a small group of team members with the expectation of future growth and people responsibility.
• Key player in the implementation of a budgeting and forecasting system, working with external resources to deliver a robust, flexible and scalable system.
• Streamline workflow processes as needed.
• Perform ad-hoc analysis as requested.

DESIRED ATTRIBUTES & QUALIFICATIONS:

• The successful candidate will demonstrate a positive, “can-do” attitude, capable of driving positive change within an organization.
• High energy level and demonstrated ability to execute and deliver results on time.
• Possesses leadership qualities that will create a culture of trust, teamwork, and respect.
• Excellent business partnership, communication and presentation skills.
• Strong analytical skills, professional judgement, and business acumen.
• Ability to dive into the details when necessary to understand and resolve issues.
• Ability to identify process bottlenecks and streamline process workflows for maximum scalability and repeatability.
• Ability to explain complex issues in clear, simple terms
• Good understanding of the software licensing/SaaS business model
• 10+ years of progressively responsible business experience, with significant experience interacting with the senior levels of the organization.
• Bachelor Degree in Finance, Accounting, Business Administration or related discipline.
• MBA/CPA is a plus.

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Job Summary:

In addition to the responsibilities listed below, this senior individual contributor position is also responsible for serving as an experienced finance leader and operational consultant for a portfolio of medical center administrative, ancillary, inpatient, primary and/or specialty care departments. This includes providing operational and financial reporting, analysis and consultation in support of organizational strategic goals; providing resource allocation support including business case development; and collaborating with clinical department leadership to frequently drive operational excellence through influence, analysis, interpretation and data validation.

This position is required to maintain and leverage an understanding of health care operations and KPs integrated health care model at the clinical level. This may include interpreting large volumes of complex data (e.g., medical records, financials, etc.); providing detailed operational data to evaluate performance improvement initiatives; programming and conducting statistical analyses (e.g., SAS, SQL, etc.) to drive data-driven decision-making; conducting research and/or preparing detailed business cases in partnership with department leaders.

Finally, this position is also responsible for leveraging a breadth of operational knowledge to assess and evaluate department operations and workflows. This includes identifying opportunities to optimize efficiencies in regard to appointment supply and demand; applying data modeling concepts to financial and non-financial scenarios; and developing and maintaining complex staffing models used for department and medical center operations.

Essential Responsibilities:

• Promotes learning in others by proactively providing and/or developing information, resources, advice, and expertise with coworkers and members; builds relationships with cross-functional/external stakeholders and customers. Listens to, seeks, and addresses performance feedback; proactively provides actionable feedback to others and to managers. Pursues self-development; creates and executes plans to capitalize on strengths and develop weaknesses; leads by influencing others through technical explanations and examples and provides options and recommendations. Adopts new responsibilities; adapts to and learns from change, challenges, and feedback; demonstrates flexibility in approaches to work; champions change and helps others adapt to new tasks and processes. Facilitates team collaboration to support a business outcome.
• Completes work assignments autonomously and supports business-specific projects by applying expertise in subject area and business knowledge to generate creative solutions; encourages team members to adapt to and follow all procedures and policies. Collaborates cross-functionally and/or externally to achieve effective business decisions; provides recommendations and solves complex problems; escalates high-priority issues or risks, as appropriate; monitors progress and results. Supports the development of work plans to meet business priorities and deadlines; identifies resources to accomplish priorities and deadlines. Identifies, speaks up, and capitalizes on improvement opportunities across teams; uses influence to guide others and engages stakeholders to achieve appropriate solutions.
• 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 finance experience managing a portfolio of departments, business lines, and/or functional/service areas.
• 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:

Preferred Qualifications:

• Three (3) years experience consulting or working directly with clinical health care leadership.
• Two (2) years experience in a leadership role with or without direct reports.
• Two (2) years experience developing business cases.
• Three (3) years finance experience working in a medical center or clinical setting.
• Three (3) years experience working with advanced functions of spreadsheet software (e.g., Excel), including graphics,
• pivot tables, macros and/or complex formulas.
• Master's degree finance, business, or related field.
• Certified Public Accountant (CPA).
• Three (3) years health care experience.
• Three (3) years experience working with KP data sources or tools.
• Two (2) years project management experience.
• Two (2) years experience working with advanced SQL and/or SAS coding.

Primary Location: California,Redwood City,Redwood City 901 Marshall Administration
Scheduled Weekly Hours: 40
Shift: Day
Workdays: Mon, Tue, Wed, Thu, Fri
Working Hours Start: 08:00 AM
Working Hours End: 05:00 PM
Job Schedule: Full-time
Job Type: Standard
Worker Location: Flexible
Employee Status: Regular
Employee Group/Union Affiliation: NUE-NCAL-09|NUE|Non Union Employee
Job Level: Individual Contributor
Department: Oakland Reg - 1950 Franklin - Medical Office Admin Services - 0206
Pay Range: $118000 - $152680 / year
Travel: Yes, 20 % of the Time 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.

Job Summary:
In addition to the responsibilities listed below, this senior individual contributor position is also responsible for serving as an experienced finance leader and operational consultant for a portfolio of medical center administrative, ancillary, inpatient, primary and/or specialty care departments. This includes providing operational and financial reporting, analysis and consultation in support of organizational strategic goals; providing resource allocation support including business case development; and collaborating with clinical department leadership to frequently drive operational excellence through influence, analysis, interpretation and data validation.
This position is required to maintain and leverage an understanding of health care operations and KPs integrated health care model at the clinical level. This may include interpreting large volumes of complex data (e.g., medical records, financials, etc.); providing detailed operational data to evaluate performance improvement initiatives; programming and conducting statistical analyses (e.g., SAS, SQL, etc.) to drive data-driven decision-making; conducting research and/or preparing detailed business cases in partnership with department leaders.
Finally, this position is also responsible for leveraging a breadth of operational knowledge to assess and evaluate department operations and workflows. This includes identifying opportunities to optimize efficiencies in regard to appointment supply and demand; applying data modeling concepts to financial and non-financial scenarios; and developing and maintaining complex staffing models used for department and medical center operations.
Essential Responsibilities:
+ Promotes learning in others by proactively providing and/or developing information, resources, advice, and expertise with coworkers and members; builds relationships with cross-functional/external stakeholders and customers. Listens to, seeks, and addresses performance feedback; proactively provides actionable feedback to others and to managers. Pursues self-development; creates and executes plans to capitalize on strengths and develop weaknesses; leads by influencing others through technical explanations and examples and provides options and recommendations. Adopts new responsibilities; adapts to and learns from change, challenges, and feedback; demonstrates flexibility in approaches to work; champions change and helps others adapt to new tasks and processes. Facilitates team collaboration to support a business outcome.
+ Completes work assignments autonomously and supports business-specific projects by applying expertise in subject area and business knowledge to generate creative solutions; encourages team members to adapt to and follow all procedures and policies. Collaborates cross-functionally and/or externally to achieve effective business decisions; provides recommendations and solves complex problems; escalates high-priority issues or risks, as appropriate; monitors progress and results. Supports the development of work plans to meet business priorities and deadlines; identifies resources to accomplish priorities and deadlines. Identifies, speaks up, and capitalizes on improvement opportunities across teams; uses influence to guide others and engages stakeholders to achieve appropriate solutions.
+ 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 finance experience managing a portfolio of departments, business lines, and/or functional/service areas.
+ 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:
COMPANY: KAISER
TITLE: Financial Planning and Analysis IV, Medical Financial Operations
LOCATION: Redwood City, California
REQNUMBER: 1364069
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.