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Financial Planning & Analysis Analyst I

Primary Location Pleasanton, California Employee Status: Regular Worker Location: Flexible Schedule Full-time Scheduled Weekly Hours: 40 Shift Day Salary $29.8 - $38.55 / hour
Job Number 1442221 Date Posted 08/27/2026
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Job Summary:

This individual contributor is primarily responsible for assisting in financial planning activities such as internal and external auditing, data analysis for budgeting and forecasting, preparing reports, and collecting and compiling financial data.

Essential Responsibilities:


  • Pursues self-development and effective relationships with others by sharing information with coworkers and customers; listening and responding to performance feedback; acknowledging strengths and weaknesses; and adapting to and learning from change, difficulties, and feedback.

  • Completes work assignments by following procedures and policies and using data, and resources; collaborating with others to address business problems; adhering to established priorities, deadlines, and expectations; communicating progress and information; occasionally identifying and recommending ways to address improvement opportunities; and escalating issues or risks as appropriate.

  • Supports internal and external audits by assisting with preparation of audit schedules.

  • Supports the creation of budgets and/or forecasts in accordance with business strategic initiatives by assisting with the analysis of budgeting trends; conducting budget and forecasting; and providing information as requested to aid the development of department/regional budgets.

  • Supports financial modeling by assisting with development of best-practice models; and documenting risk alternatives.

  • Supports costing activities by assisting with the identification of cost avoidance and cost recovery opportunities.

  • Supports data analyses by using templates (e.g., cash flow, RFA process, weekly unit case report) and computer applications; documenting results from 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 assisting with the completion of variance analysis (e.g., volume, P&L line item, cost of goods, rate).

  • Supports reporting of region/business unit financial information by preparing financial trend information, data analysis reports, and forecasts of income and expense; recording assets, liabilities, revenues, and expenses; and supporting the collection 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).

  • Supports field operations by collecting and compiling metrics used to evaluate 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.

  • Supports strategic financial planning by recording financial, utilization, and benchmark data.
Knowledge, Skills and Abilities: (Core)
  • Ambiguity/Uncertainty Management
  • Attention to Detail
  • Business Knowledge
  • Communication
  • Critical Thinking
  • Cross-Group Collaboration
  • Decision Making
  • Dependability
  • Diversity, Equity, and Inclusion Support
  • Drives Results
  • Facilitation Skills
  • Health Care Industry
  • Influencing Others
  • Integrity
  • Learning Agility
  • Organizational Savvy
  • Problem Solving
  • Short- and Long-term Learning & Recall
  • Teamwork
  • Topic-Specific Communication

Minimum Qualifications:


  • Minimum One (1) year experience working in a corporate or business office environment.


Preferred Qualifications:
  • One (1) year experience working with basic functions of spreadsheet software (e.g., Excel).
  • One (1) year experience working with KP data sources or tools.
Primary Location: California,Pleasanton,Pleasanton Tech Cntr Building B Scheduled Weekly Hours: 40 Shift: Day Workdays: Mon, Tue, Wed, Thu, Fri Working Hours Start: 08:00 AM Working Hours End: 04:30 PM Job Schedule: Full-time Job Type: Standard Employee Status: Regular Worker Location: Flexible Employee Group/Union Affiliation: NUE-NCAL-09|NUE|Non Union Employee Job Level: Individual Contributor Department: Oakland Reg - 2000 Broadway - Rsrch-Invstgtr Staffg Mdl Dept - 0201 Pay Range: $29.8 - $38.55 / hour Kaiser Permanente strives to offer a market competitive total rewards package and is committed to pay equity and transparency. The posted pay range is based on possible base salaries for the role and does not reflect the full value of our total rewards package. Actual base pay determined at offer will be based on labor market data, internal alignment, and a candidate's years of relevant work experience, education, certifications, skills, and geographic location. Travel: No 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.
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