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FP&A Analyst V - Technology Investment & Portfolio Finance

Kaiser Permanente • Pleasanton, CA, US • published 2026-10-09 03:03:30.807083

Description

**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.** **Job Summary:** 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. **Essential Responsibilities:*** Practices self\-leadership and promotes l...

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