Kaiser Permanente · 22 hours ago
Financial Accounting Consultant III
Pleasanton, CA
Full-time
Hybrid
Mid Level
$91K/yr - $118K/yr
3+ years expKaiser Permanente is a leading healthcare organization, and they are seeking a Financial Accounting Consultant III. This role is responsible for supporting the loan and stock program administration, ensuring accurate financial transactions and analyses, and providing exceptional customer support directly to physicians.
Health CareHospitalMental HealthNon ProfitPersonal Health
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 financial transactions by preparing records and reconciliations leading to a complete set of accurate financial statements (e.g. operational reporting, journal entries, estimates) in accordance with GAAP and company policies; and maintaining documentation
Supports financial analyses by reviewing operational statistics; responding to ad hoc request for analysis; understanding and applying data gathering methods; and ensuring analysis and work deliverables are accurate, complete, and results are logical and relevant to the topic addressed
Provides exceptional customer support directly to physicians by ensuring the highest quality, one-touch, full-cycle customer service; understanding and anticipating client needs; minimizing follow-up; and maximizing customer satisfaction
Communicates program terms to stakeholders, including physicians, management, and vendors, by clearly and courteously presenting information in verbal and written form. Explains financial and program concepts to physicians
Administers program(s) by executing complex program processes leading to a complete set of accurate program documents in accordance with company policies and procedures while maintaining support documentation
Supports the review of program effectiveness and new initiatives by preparing complex program resources and documentation to facilitate management analysis and review
Participates in finance system design, testing, implementations, enhancements, and continuous improvements by understanding flow of transactions through source systems; validating ongoing configuration decisions; reviewing systems in area of expertise to recommend systems upgrades for enhanced reporting and data-driven decision making
Assists in the development and maintains compliance with policies and procedures to meet operational needs for new and existing initiatives
Qualification
Required
Bachelors degree from an accredited college or university
Minimum three (3) years experience in business, finance, human resources, or a directly related field
Ability to understand and apply applicable rules to specific situations
Effective communication, coordination, and collaboration skills
Experience in preparing month end close journals and account reconciliations
Experience in analyzing account transactions and resolving reconciling items
Experience in preparing periodic reporting for Senior Leadership
Ability to troubleshoot and resolve system issues
Experience in performing UAT when needed
Ability to provide exceptional customer support directly to physicians
Ability to communicate program terms to stakeholders clearly and courteously
Experience in executing complex program processes
Experience in preparing complex program resources and documentation
Experience in finance system design, testing, implementations, enhancements, and continuous improvements
Ability to maintain compliance with policies and procedures
Preferred
Three (3) years experience working with Excel
Two (2) years experience in loan operations or processing, requiring direct client or customer service delivery
One (1) year experience in process improvement
One (1) year experience developing and delivering executive communications
Two (2) years accounting experience
Company
Kaiser Permanente
Kaiser Permanente is a health organization that offers disease prevention, mental healthcare, and chronic disease management services.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$7.48M2018-07-17Grant· $0.08M
2014-08-05Grant· $7.4M
Leadership Team
Gregory Adams
Chair and Chief Executive Officer
James L. Robinson III
Senior Vice President/Area Manager
Recent News
2026-01-23
2026-01-23
2026-01-21
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