Financial Consultant

UnitedHealth Group; Dallas (TX); Remote; USD 73,000 - 130,000; Full time

Benefits offered by this job

401k contribution

Stock purchase plan

Comprehensive benefits package

Job summary

UnitedHealth Group is seeking a Financial Consultant to support financial planning, forecasting, reporting, and strategic partnerships. This National Remote role focuses on driving financial discipline and data-driven decision making within the Specialty and Home Delivery Pharmacy organization.

The role emphasizes analytical capabilities, cross-functional collaboration, and the ability to influence outcomes through clear financial insights.

Qualifications

• 3+ years FP&A or accounting experience.
• Experience building and improving financial models with statement analysis.
• Strong analytical and problem-solving abilities for risks/opportunities.
• Able to synthesize data and communicate insights to diverse audiences.
• Proficient in Excel (Pivot Tables, INDEX/MATCH, VLOOKUP, SUMIFS).

Responsibilities

• Lead end-to-end financial planning processes including forecasting and budgeting.
• Analyze metrics and translate results into actionable leadership insights.
• Prepare monthly variance analyses and communicate drivers to senior leadership.
• Partner with business leaders to provide financial guidance and trends.
• Develop, maintain and enhance financial reporting for performance and forecasts.
• Contribute to ad-hoc analyses and strategic initiatives.
• Balance competing priorities and deliver concise, impactful insights.

Skills

FP&A experience

Financial modeling

Advanced Excel

Data-driven insights

Presenting to leadership

AI-enabled tools

Communication skills

Education

High School Diploma / GED

Tools

Essbase

Hyperion

Microsoft Copilot

Job description

Improve the lives of others while Caring. Connecting. Growing together.

Job Description - Financial Consultant (2397681)

Job Number:

Financial Consultant (Job Number: 2397681 )

This position is National Remote. You’ll enjoy the flexibility to telecommute* from anywhere within the U.S. as you take on some tough challenges. For all hires in Minneapolis, Virginia, Maryland, or Washington, D.C. area, you will be required to work in the office for a minimum of four (4) days per week.

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 to start Caring. Connecting. Growing together.

This role sits within the fast growing Specialty and Home Delivery Pharmacy organization supporting financial planning, forecasting, reporting, and strategic partnership activities. This position plays a key role in driving financial discipline, enabling data-driven decision-making, and ensuring alignment with leadership priorities across the pharmacy. The role requires strong analytical capabilities, business partnership, and the ability to influence outcomes through financial insights.

This position is full-time, Monday - Friday. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours of 8:00 am - 5:00 pm local time. It may be necessary, given the business need, to work occasional overtime.

We offer 4 - 8 weeks of on-the-job training. The hours of training will be aligned with your schedule.

Primary Responsibilities

• Lead key components of end-to-end financial planning processes, including forecasting, budgeting, month-end close, and long-term planning, ensuring alignment with business strategies and financial calendar deliverables
• Analyze and interpret key financial and operational metrics, including consolidated performance indicators, and translate results into actionable insights, highlighting risks and opportunities for leadership
• Prepare and present monthly variance analysis (actuals vs. forecast/budget) and clearly communicate key drivers and recommendations to senior leadership
• Partner cross-functionally with business leaders to provide financial guidance, support decision-making, and identify trends impacting performance
• Develop, enhance, and maintain financial reporting to effectively communicate performance, forecasts, and variance drivers
• Lead or contribute to ad-hoc financial analyses and strategic initiatives across the organization
• Demonstrate agility in managing competing priorities and evolving business needs while delivering clear, concise, and impactful financial insights

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

• High School Diploma / GED OR equivalent work experience
• Must be 18 years of age OR older
• 3+ years of experience in financial planning & analysis (FP&A) or accounting
• Experience building, maintaining, and improving financial models, with financial statement analysis skills
• Analytical and problem-solving skills, including the ability to identify risks and opportunities, assess implications, and recommend actionable solutions
• Ability to synthesize complex financial data and communicate insights effectively to both financial and non-financial audiences
• Intermediate to advanced Microsoft Excel skills (e.g., Pivot Tables, INDEX/MATCH, VLOOKUP, SUMIFS)
• Experience using Microsoft Copilot and/or AI-enabled tools to drive efficiency
• Ability to work full-time, Monday - Friday. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours of 8:00 am - 5:00 pm local time. It may be necessary, given the business need, to work occasional overtime

Preferred Qualifications

• Experience with financial planning systems (e.g., Essbase, Hyperion, or similar)
• Ability to work independently in a matrixed environment, manage competing priorities, and influence outcomes with minimal supervision
• Ability to improve processes, enhance reporting, and develop scalable financial models
• Business acumen with an ownership mindset and accountability for results

Telecommuting Requirements

• Ability to keep all company sensitive documents secure (if applicable)
• Required to have a dedicated work area established that is separated from other living areas and provides information privacy.
• Must live in a location that can receive a UnitedHealth Group approved high-speed internet connection or leverage an existing high-speed internet service.

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 $72,800 to $130,000 annually based on full-time employment. We comply with all minimum wage laws as applicable.

Application Deadline: This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants.

At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone–of every race, gender, sexuality, age, location, and income–deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes — an enterprise priority reflected in our mission.

UnitedHealth Group is 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 is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.

Other Locations

US-CT-Hartford, US-MN-Minneapolis, US-AZ-Phoenix, US-FL-Tampa

UnitedHealth Group is a registered service mark of UnitedHealth Group, Inc. The UnitedHealth Group name with the dimensional logo, as well as the dimensional logo alone, are both service marks for the UnitedHealth Group, Inc.

Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.

UnitedHealth Group is a drug-free workplace. Candidates are required to pass a drug test before beginning employment.