Treasury Lead Analyst Corp and Renewable Energy Finance at Kaiser Permanente

Posted in Banking 18 days ago.

Type: Standard
Location: Oakland, California

Job Description:
The position has an emphasis in valuation of business for partnerships, acquisition or ventures, including modeling and coordination with outside advisers, and a heavy emphasis on financing arrangements for renewable energy and environmental sustainability, asset financing, tax credit financing and ad hoc programs. Functions as a key project manager for corporate finance.

Essential Functions:
  • Works on significant and unique assignments of diverse scope.
  • Generally performs within broadly or undefined practices and guidelines, and routinely modifies or suggests enhancements.
  • Requires more complex planning and direction setting with diverse and multiple stakeholders.
  • Determines scope, objectives, and procedures to performed for each assignment, without direction.
  • Leads the prep/updating of regular analytic and accounting, as well as tools and techniques of analysis, which requires identifying established and uncommon concepts and unique trends.
  • Prepares projections for corporate financial planning and presents reconciled accrual statements for Controllers.
  • Ensures financial transactions have adequate controls and processes are fully documented.
  • Maintains a high level of knowledge of current professional area of expertise and provides research and initiative in introducing new and improved processes and reports, within broadly defined policies/procedures.
  • Develops and maintains good working relationships with management, so as to best coordinate across functional lines. Networks and participates in industry-related and/or professional associations.
  • Assists in SOX compliance and policies and procedures.
  • Addresses opportunities for process improvements and influencing.

    Basic Qualifications:
  • Minimum ten (10) years of Treasury or related business experience.
  • Bachelor's degree in finance or related field, OR four (4) years of experience in a directly related field.
  • High School Diploma or General Education Development (GED) required.
    License, Certification, Registration
  • N/A

    Additional Requirements:
  • Advanced knowledge of treasury policies, practices and systems.
  • Applies advanced principles and theories to develop advanced techniques, concepts and standards.
  • Develops new applications based on professional principles and theories. Contributes to the development of innovative treasury principles and ideas.
  • Viewed as functional expert in field within KP.
  • Must be able to work in a Labor/Management Partnership environment.

    Preferred Qualifications:
  • Graduate degree in business, finance or public administration.
  • Depending on area, accounting and insurance a plus.
  • Strong communications skills
  • For certain treasury functions, certification in specialized functions preferred (eg, ARM, CPA, CPUC).

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