Associate Director - Capital Finance - Eden Prairie, MN

UnitedHealth Group; Eden Prairie (MN); On-site; USD 113,000 - 193,000; Full time

Benefits offered by this job

Comprehensive benefits package

Equity stock purchase program

401k contribution

Job summary

UnitedHealth Group's Optum division seeks an Associate Director - Capital Finance to lead the capital portfolio for Optum Rx, driving planning, forecasting, governance, and benefits tracking. This role serves as a strategic advisor to senior leaders on investment prioritization and resource allocation.

You will partner with program teams and enterprise finance stakeholders to ensure alignment with strategic priorities, governance requirements, and data quality in CDM, delivering timely

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 5+ years of FP&A, capital finance, investment management, or related finance functions.
• Experience presenting financial results and investment strategies to senior leadership.
• Experience leading complex financial planning, forecasting, and portfolio management.

Responsibilities

• Lead financial oversight of the Optum Rx capital portfolio and provide strategic guidance on investments.
• Own portfolio consolidation, capital committee reporting, and executive narratives for forecasts and plans.
• Partner with senior leaders to evaluate investment strategies and ensure alignment with objectives.
• Deliver performance reporting, trend analysis, and recommendations to senior leadership.
• Provide governance and data integrity across reporting platforms and CDM.

Skills

FP&A

Capital finance

Forecasting

Financial modeling

Stakeholder influence

Portfolio management

Executive communication

Problem solving

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

Tools

CDM

Financial systems

Job description

Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us in making healthcare work better for everyone through people-led, responsible AI whileCaring. Connecting. Growing together.

The Associate Director - Capital Finance serves as a key finance leader and strategic advisor supporting the Optum Rx Capital Portfolio, representing approximately $425M in annual capital investment. This role is responsible for end-to-end financial stewardship of the portfolio, including capital planning, forecasting, performance management, governance, benefits tracking, executive reporting, and investment decision support.

As a key finance partner for the Optum Rx capital portfolio, the Associate Director leads portfolio consolidation and executive narrative development across quarterly forecasts, annual planning, and long‑range planning processes. This role partners closely with business leaders, portfolio managers, program teams, and enterprise finance stakeholders to ensure investment decisions align with strategic priorities, financial commitments, and enterprise governance requirements.

The Associate Director provides leadership over capital governance processes, oversees data quality and financial integrity within Capital Demand Management (CDM), and drives transparency into portfolio performance, benefits realization, risks, and opportunities.

Primary Responsibilities:

• Portfolio Financial Leadership & Strategic Planning
• Lead financial oversight of the Optum Rx capital portfolio, providing strategic guidance on investment decisions, portfolio prioritization, and resource allocation
• Own portfolio consolidation, capital committee reporting, and development of executive-level narratives for quarterly forecasts, annual operating plans, and long‑range planning cycles
• Partner with senior business and technology leaders to evaluate investment strategies and ensure alignment with organizational objectives
• Synthesize complex financial and operational information into actionable insights and recommendations for executive leadership
• Forecasting, Planning & Performance Management
• Lead quarterly forecast processes, annual budget development, and long‑range capital planning activities across the Optum Rx portfolio
• Drive portfolio‑level forecasting accuracy, financial accountability, and variance management
• Identify key financial risks and opportunities and develop mitigation strategies in partnership with business stakeholders
• Deliver timely and accurate performance reporting, trend analysis, and recommendations to senior leadership
• Capital Data Governance & Financial Integrity
• Provide oversight of portfolio financial data, ensuring accuracy, completeness, and consistency across reporting platforms and governance processes
• Serve as the primary finance owner for CDM data quality and portfolio reporting integrity
• Partner with program teams to review, validate, and update project financials, investment assumptions, timelines, and benefit projections
• Establish controls and governance processes that improve transparency, audit readiness, and decision‑making quality
• Portfolio Manager Enablement & Cross‑Functional Leadership
• Serve as a trusted advisor and subject matter expert to portfolio managers and program teams on capital finance policies, reporting requirements, and governance expectations
• Lead training and education efforts to improve financial acumen, reporting consistency, and forecasting discipline across the capital portfolio
• Influence decision‑making across Finance, Technology, Operations, and Business teams through solid partnership and executive communication
• Mentor team members and promote best practices in capital planning, analysis, and investment management
• Process Improvement & Operational Excellence
• Drive continuous improvement initiatives to enhance capital planning, forecasting, reporting, and governance processes
• Identify opportunities to automate reporting, improve analytics, and streamline financial workflows
• Champion adoption of standardized tools, reporting frameworks, and investment management practices across the portfolio

You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

Required Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, or related field
• 5+ years of progressive experience in FP&A, capital finance, investment management, accounting, or related finance functions
• Experience presenting financial results, recommendations, and investment strategies to senior leadership
• Demonstrated experience leading complex financial planning, forecasting, and portfolio management processes
• Demonstrated solid business acumen with the ability to influence cross‑functional stakeholders and drive decision‑making
• Demonstrated advanced analytical, financial modeling, and problem‑solving capabilities
• Proven ability to manage multiple priorities in a fast‑paced, matrixed environment

Preferred Qualifications:

• Experience supporting large‑scale capital portfolios, technology investments, or enterprise transformation programs
• Experience leading enterprise planning processes, including annual budgets and long‑range plans
• Experience leading teams, mentoring colleagues, or managing cross‑functional initiatives
• Knowledge of capital governance frameworks, business case development, and benefits realization methodologies
• Familiarity with capital portfolio management and reporting tools, including CDM and related financial systems

Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you’ll find a far‑reaching choice of benefits and incentives. The salary for this role will range from $112,700 - $193,200 annually based on full‑time employment. We comply with all minimum wage laws as applicable.

At UnitedHealth Group, our mission is to help people live healthier lives and help make the health system work better for everyone. Together, we are shaping the future of healthcare by harnessing technology and innovation to make care simpler to navigate, more affordable and more connected for the people we serve. We are committed to creating an inclusive workplace where everyone feels welcomed, valued, heard and respected, empowering people to bring their authentic selves to work and strengthening our collective impact through diverse talents, backgrounds, experiences and perspectives.

UnitedHealth Group and its affiliated brands are an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.

UnitedHealth Group and its affiliated brands are a drug‑free workplace. Candidates are required to pass a drug test before beginning employment.