Hospitals
10 Kaiser Permanente finance leaders
These ten Kaiser Permanente finance leaders include the Kaiser Permanente CFO for Integrated Care and Coverage, other market, regional, area and interim CFOs, and finance vice presidents and directors. A reader can learn how finance planning, budgeting and oversight work at Kaiser Permanente across national, regional and local teams.
Professionals to explore
01—10Ajay Doshi
LinkedInExperience: Vice President Finance · Kaiser Permanente
Vice President Finance at Kaiser Permanente since August 2021 and Vice President Finance, Analytics, Technology and Business Development since January 2026. His other Kaiser Permanente roles include Assistant Vice President Finance (2018–2021), Director - Strategic & Business Planning (2012–2018) and Manager - Strategic and Business Planning (2009–2012).
Alfonse Upshaw, NACD.DC
LinkedInExperience: SVP, Chief Financial Officer - Integrated Care and Coverage · Kaiser Permanente
SVP, Chief Financial Officer - Integrated Care and Coverage at Kaiser Permanente since June 2026, a national role his profile describes as leading finance for Kaiser Permanente's nine Integrated Care and Coverage markets. He has also been SVP, Chief Financial Officer - Northern California since December 2021 and was SVP, Corporate Controller, Chief Accounting Officer at Kaiser Permanente (2011–2021).
Charles Hunter
LinkedInExperience: Finance Director, National Facilities Services National Security Services · Kaiser Permanente
Finance Director, National Facilities Services National Security Services at Kaiser Permanente since January 2020, a role his profile places in Oakland, California. His other listed role is VP, Real Estate Finance and Operations at McKesson (1998–2019).
Jackie Lam
LinkedInExperience: Director of Finance · Kaiser Permanente
Director of Finance at Kaiser Permanente since November 2024, a role the profile places in Riverside, California, following an earlier Director of Finance role there from October 2021 to November 2024. Other Kaiser Permanente roles on the profile include Acting Chief Financial Officer (2014–2017), Financial Consultant Project Manager (2012–2014) and Finance Manager and Various Other Roles (2003–2012).
Jiesun Jang
LinkedInExperience: Director, National FP&A · Kaiser Permanente
Director, National FP&A at Kaiser Permanente since December 2024. Other Kaiser Permanente roles on the profile include Principal Financial Consultant (2022–2024), Senior Financial Consultant (2020–2022), Financial Consultant (2017–2020) and Senior Financial Analyst (2015–2017).
John Colton
LinkedInExperience: Interim Chief Financial Officer KP Nevada · Kaiser Permanente
Interim Chief Financial Officer KP Nevada at Kaiser Permanente since February 2026, alongside his role as Executive Director Finance at Kaiser Permanente since January 2017. He was also Interim CFO Mid-Atlantic States (April to August 2025) and Managing Director Finance at Kaiser Permanente (2013–2016).
Linton White
LinkedInExperience: SVP and CFO, Southern California & Hawaii Markets · Kaiser Permanente
SVP and CFO, Southern California & Hawaii Markets at Kaiser Permanente since July 2023, following his role as Vice President, Financial Planning and Performance at Kaiser Permanente (2016–2023). His other listed roles include District CFO at Kindred Healthcare (2014–2016) and Chief Operations Officer at Fertility Physicians of Northern California (2008–2013).
Lisa Tran
LinkedInExperience: Area Chief Financial Officer · Kaiser Permanente
Area Chief Financial Officer at Kaiser Permanente since March 2022; her profile says she leads financial oversight, decision making, budgeting and forecasting for an integrated hospital system in Woodland Hills/West Ventura. She was Managing Director of Finance (Corporate-Health Plan) (2021–2022) and Director of Finance (Corporate FP&A) (2016–2021) at Kaiser Permanente.
Mark Southworth
LinkedInExperience: Vice President, National Medicaid Finance · Kaiser Permanente
Vice President, National Medicaid Finance at Kaiser Permanente since September 2025, following his role as Executive Director, CA HI Medi-Cal Medicaid Finance at Kaiser Permanente (2024–2025). He was Chief Financial Officer at Community Health Plan of Imperial Valley (2023–2024), and his profile also lists a current role as Founder and CEO of HCDL inc.
Rebecca Williams
LinkedInExperience: Chief Financial Officer, Northwest Region · Kaiser Permanente
Chief Financial Officer, Northwest Region at Kaiser Permanente since June 2020. Her other listed roles include Vice President, Strategic Finance at Cambia Health Solutions (2016–2020), CFO, Accountable Care Organization at Providence Health & Services (2013–2016) and Finance Director, Ambulatory Services at Providence Health & Services (2006–2012).
Choose the right perspective
Match the person's scope to your question, since a market or regional CFO can speak to budgeting and performance for a whole region while an area CFO or finance director can speak to how those plans play out locally or within one program. Check the years each person held the role you care about, because finance structures and priorities can change over time.
Questions to take into the conversation
- 01How are annual budgets set for a Kaiser Permanente market or region, and how is performance reviewed during the year?
- 02How does finance weigh the health plan and care delivery sides of an integrated system when evaluating new investments?
- 03Which planning, forecasting or cost-management practices from your time at Kaiser Permanente would you recommend to another health system, and which would you change?
About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot and may describe past or present roles. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.
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