Sr. Manager/Director KPIT Finance, Oakland

Sr. Manager-Director, KPIT Finance, Oakland, Ca.
The Business Partnership Group - Financial Planning Analysis (Demand) team manages Kaiser Permanentes Information Technology Group (KPIT) financial planning processes (i.e., Business Performance Analysis, Forecast, Business Plan and Budget, Strategic Plan, performance reporting, and Capital Planning). The Demand FP&A team provides staff support to the SLT (Senior Leadership Team, within IT) and to the PAC (Project Approval Committee) that provides oversight to hundreds of IT projects underway at any give time. Key clients include the Business Area Partner (BAP) Information Officer (IO), BAP PAC, Executive Finance Director of BAP Demand, SLT, Corporate Program Office, CFO, and the senior managers within the IT organization. The Business Partnership Group Finance Sr. Manager/Director is responsible for organizing the processes which produce the portfolio-wide annual budget, the multi-year budget (MYP and Long Range Financial Plan/LRFP), annual forecast (on a monthly basis, rolling 24 months), and monthly analysis of results. (S)he will be a key driver of enterprise-wide process change as the organization begins to adopt an Application Based Costing (ABC) methodology of managing the business. The Sr. Manager/Director manages specific project accounting support where it is required, and also staffs special projects to the extent of staff availability. The Sr. Manager/Director uses his/her staff to consolidate and validate the budgets, forecasts and monthly analyses, and to prepare appropriate documentation including narratives and presentations to Clients and other organizations as appropriate. MAJOR RESPONSIBILITIES: Supervise three critical content areas: BUDGET PREPARATION, MANAGEMENT and REPORTING. Develop annual operating and capital budgets for all of the supported groups (Business Area Partner) and manage consistent reporting and analysis of results. Consult to SLT in support areas on opportunities to control costs and manage to parameters. Develop long range budgets (LRFP) for clients. Drive client-focused, cultural and process change across BAP as the organization adopts new ABC-based methodologies and management of the business MONTHLY FORECASTING. Develop a monthly re-forecasting capability rolling 24 months for each of the support areas, based on functional budgets and ABC-ID based budgets, using the new PeopleSoft tool. SPECIAL PROJECTS. This role is expected to include special projects and analytical assignments that may not be repetitive. In addition, certain projects are expected to be significant enough to require intensive project finance support, which will need to be managed and delivered from this role. Ensure that the tools and processes delivered by the PeopleSoft Implementation are consistently and logically applied across all clients and are consistent with KPIT application. Develop capability in reporting and analysis using/refining new systems. Support appropriate system implementation. The incumbent is responsible for coordinating the activities of the group and for managing the flow of information to the PAC. Additionally, (s)he is responsible for insuring that appropriate policies are developed for his/her area, and harmonizing those with the overall organization. The position is responsible for the recruitment, development, and placement of financial professionals and executives essential for the continued growth of the KPIT finance team and for Kaiser Permanente. The Sr. Manager/Director would be expected to form/drive the formation of informal organizations within Kaiser Permanente that will foster the development of consistent, high quality planning and reporting processes across the IT organization. This is a visible role, with multiple SLT contact, that should be viewed as leading to a senior Director position. MINIMUM REQUIREMENTS: MBA in Finance or CPA. 10 years of post-MBA experience in finance, preferably with FP&A responsibilities. People management and team building experience. Experience and confidence in advising and presenting to senior executives. A deep knowledge of and experience in financial planning and analysis processes to enable incumbent to analyze complex capital and operating budgets, capital appropriation requests and other business proposals, and to advise senior management as to their suitability for approval. Must be highly conversant with financial modeling and analysis techniques. This position requires superb communication skills, facilitation skills and analytical skills. COMPUTER SKILLS: Ability to navigate network environment, familiarity with transforming reports, data and graphs into presentations that communicate, is comfortable in a network environment (accessing servers, using modems, e-mail, developing electronic databases). Experience with Microsoft PowerPoint and Project Management Software is desirable, in addition to proficiency with MS Word and Excel; Access is a plus and Business Objects is strongly preferred. Strong spreadsheet and database experience, including data base design and creation of complicated reports. Must have experience in developing your own presentations using PowerPoint or similar software. The ability to consolidate information from spreadsheet and word processing software, and to prepare original textual and graphical presentation data that can be used in a senior management environment is required. This position consistently supports compliance and the Principles of Responsibility (Kaiser Permanentes Code of Conduct) by maintaining the privacy and confidentiality of information, protecting the assets of the organization, acting with ethics and integrity, reporting non-compliance, and adhering to applicable federal, state and local laws and regulations, accreditation and licensure requirements (if applicable), and Kaiser Permanentes policies and procedures. Kaiser Permanente is proud to be an equal opportunity/affirmative action employer. To apply, please visit our website: