Finance Consultant: Capital Planning & Forecasting

Optum; Eden Prairie (MN); On-site; USD 73,000 - 130,000; Full time

Job summary

Optum is seeking a Financial Consultant to join the MN office-based team, supporting reporting, forecasting, and capital governance. The role focuses on providing actionable insights in a fast-paced healthcare environment and partnering with senior finance leaders to drive business decisions.

The position emphasizes office-based work with four in-office days per week, a foundation in finance, and collaboration across cross-functional teams to improve financial operations and controls.

Qualifications

• Undergraduate degree in Finance or related field.
• 3+ years of progressive experience in financial planning, accounting, financial analysis, or internal controls.
• Experience supporting leaders in financial planning, forecasting, cost management, and business case development.
• Experience in financial modeling, including capital cost/benefit analyses and scenario/sensitivity analyses.
• Experience in change initiatives, process improvements, or automation for reporting/forecasting.
• Solid understanding of accounting principles and experience with financial systems (e.g., Essbase, PeopleSoft).
• Proficiency in MS Office – Excel and PowerPoint.
• Strong communication and stakeholder partnership skills.

Responsibilities

• Assist in preparing and delivering accurate financial reports to support decision-making processes.
• Support forecasting efforts, including gathering data, analyzing trends, and developing projections.
• Work with senior leadership and finance leadership to develop plans to achieve financial and business goals.
• Serve as the Capital Cost Benefit Analysis (CBA) owner, managing and tracking CBA performance per capital governance standards.
• Partner with business and project stakeholders to develop, validate, and monitor CBAs, including benefit assumptions and financial impacts.
• Analyze financial data to identify variances, trends, and opportunities for improvement.
• Maintain and update financial models to support budgeting, forecasting, and reporting processes.
• Collaborate with cross-functional teams to collect, validate, and synthesize financial information.
• Ensure compliance with internal controls and company policies in all reporting and analysis activities.
• Contribute to process improvement initiatives to enhance efficiency and accuracy in financial operations.

Skills

Financial analysis

Forecasting

Financial modeling

Communication with stakeholders

Education

Undergraduate degree in Finance or related field

Tools

Essbase

PeopleSoft

Excel

PowerPoint

Job description

Optum is seeking a Financial Consultant to join the MN office-based team, supporting reporting, forecasting, and capital governance. The role focuses on providing actionable insights in a fast-paced healthcare environment and partnering with senior finance leaders to drive business decisions.

The position emphasizes office-based work with four in-office days per week, a foundation in finance, and collaboration across cross-functional teams to improve financial operations and controls.