IT Business Operations Consultant II - IT Finance - Excel expert

Kaiser Permanente North Carolina, Greensboro Permanent

Job Description

This position is based in Greensboro, NC. It is a hybrid/flexible position and will require time in an office. The ideal candidate will have at least 8 years of experience using Microsoft Excel, including 5 years creating pivot tables from scratch, at least 2 years of financial experience in the IT industry, and the ability to work Pacific Standard Time (PST) hours. The IT Business Operations Consultant provides financial, operational, and strategic support for large technology programs and portfolios, partnering with program leadership, product teams, IT Finance, and business stakeholders to develop budgets, forecasts, resource plans, cost models, and financial analyses. Responsibilities include financial reporting and reconciliation, LOE estimates and funding requests, variance analysis, headcount and vendor financial management, executive reporting, business case development, and long-range planning. Advanced Excel skills, including pivot tables and MS Query, along with experience using SharePoint, financial management systems, and AI tools such as Copilot in a financial setting are required. Job Summary:

This individual contributor position, under the guidance of more senior team members, analyzes information relevant to forecasting KPs future technical and operational information needs and executes business and/or technology plans to ensure capability for alignment with business unit and KPs national and regional strategies. This role provides support to management by providing information regarding business systems, data and process initiatives, and technology issues. This position also supports the implementation of technology or business process integration plans, and supports systems and business process activities.


Essential Responsibilities:
  • Researches and summarizes information relevant to forecasting businesss future technical and operational information needs.
  • Supports and assists in providing recommendations to senior team members regarding the development and definition of the business/technology strategy based on stakeholder input.
  • Supports business and/or technology plans to ensure capability for strategic alignment.
  • Supports the processes of information systems needs in project areas, as assigned.
  • Supports the implementation of technology or business process integration plans.
  • Provides support to senior team members by providing information regarding business systems, data, process initiatives, and vendors.
  • Executes systems and business process activities under the guidance of more senior team members.
  • Provides support to cross-functional management by providing information regarding business and technology issues.
  • Supports inter- and intra-departmental systems integration activities.
  • Provides consultation and guidance to ensure technology or process owners have access to the required information and training for effective system or process operations.
  • Supports the development, preparation, and utilization of reports to track operational performance across business functions, areas, or vendors.
  • Tracks, maintains, and reports performance metrics (for example, data quality, customer metrics, financials).
  • Supports senior team members in reviewing performance metrics and outcomes.
  • Performs data analysis under the guidance of more senior team members to evaluate and ensure efficient, cost effective operational solutions which support systems processes and functional requirements.
  • Assists with research on topics related to technology and business initiatives.
  • Supports the development, implementation, and the maintenance of data quality improvement and training programs.
  • Identifies problems in technology and business solutions to support root cause analysis.
  • Builds an understanding of trends and changes in healthcare technology and information systems.
  • Supports technologies, data, and metrics in alignment with the organizations vision, goals and objectives.
  • Supports initiatives in alignment with other National initiatives.
  • Prepares source documents related to IT processes, tools, and best practices.
  • Supports consultation with departments, IT managers, and vendors as it relates to security, compliance, infrastructure, network, and established application controls.
  • Supports maintenance of business continuity and resiliency-procedures and infrastructure procedures.
  • Participates under the guidance of more senior team members in cross-functional and/or cross divisional task forces to identify and document functional requirements, workflow, information sources and system specifications.
  • Updates and maintains a knowledge repository of current technology and business processes for designated department or business area.

Minimum Qualifications:

  • Bachelors degree in Business Administration, CIS, Mathematics, or related field OR two (2) years experience in business operations, IT consulting, business analysis, or a related field.


Additional Requirements:

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