Financial Consultant

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

Benefits offered by this job

Paid training

In-office schedule 4 days per week

Job summary

Optum is seeking a Financial Consultant to support SG&A finance for the OptumRx Clinical organization in Eden Prairie, MN. The role focuses on quarterly forecasting, monthly analysis of SG&A variances, and performance management of key expense drivers.

You will partner with finance and operations to translate results into actionable insights and support cost management initiatives. The position is full-time with in-office schedule (4 days/week) at 1 Optum Circle, Eden Prairie, and may require

Qualifications

• Bachelor's Degree in Finance, Accounting or Economics.
• 3+ years of experience in corporate finance, FP&A or financial analysis.
• Experience with SG&A forecasting, budget management, cost management initiatives, or operational expense reporting.
• Intermediate proficiency with Microsoft Excel, including financial modeling experience.
• Experience with using Microsoft PowerPoint to summarize financial information for business stakeholders.
• Ability to work full-time and flexibility to work any shift within 8am-5pm, with possible overtime.

Responsibilities

• Develop, perform, and manage SG&A financial analysis and performance management for OptumRx Clinical.
• Assist with quarterly forecasting activities for SG&A expense areas, including assumptions, run-rate trends, and alignment with business expectations.
• Analyze monthly SG&A expense variances to identify drivers, risks, opportunities, and trends.
• Develop and maintain financial reports that clearly communicate results, forecasted performance, expense trends and variance explanations to stakeholders.
• Partner with finance teams and operations leaders to understand activity, evaluate impacts, and support informed decisions.
• Support cost management initiatives by identifying expense drivers and coordinating action plans with partners.
• Support monthly/quarterly/annual close processes with timely delivery of insights.
• Collaborate with People Team to align workforce planning with program needs.

Education

Bachelor's Degree (or higher) in Finance, Accounting or Economics

Job description

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

Job Description - Financial Consultant (2389654)

Job Number:

Financial Consultant (Job Number: 2389654 )

This position follows Office-Based schedule with (4) In-office days per week. Our office is located at 1 Optum Circle, Eden Prairie, MN 55344.

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.

Join the team as a Financial Consultant supporting SG&A finance for OptumRx Clinical organization. In this role, you will support quarterly forecasting, monthly analysis of SG&A expense variances, and ongoing performance management for key operational expense drivers. You will partner across the broader finance organization and with operations business teams to translate financial results into actionable insights, support cost management initiatives, and help leaders make informed decisions. We are looking for a rigorous, detail-minded finance professional who can navigate complex financial data, align diverse stakeholders, and drive solutions from root-cause identification to implementation.

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

We offer weeks of paid training. The hours of training will be based on your schedule or will be discussed on your first day of employment.

Primary Responsibilities:

• Develop, perform, and manage SG&A financial analysis and performance management for OptumRx Clinical
• Assist with quarterly forecasting activities for supported SG&A expense areas, including development of assumptions, review of run-rate trends, and alignment with business expectations
• Analyze monthly SG&A expense variances to identify key drivers, risks, opportunities, and operational trends impacting actual results compared to forecast, prior periods, and budget
• Develop and maintain financial reports that clearly communicate actual results, forecasted performance, expense trends, and variance explanations to finance and business stakeholders
• Partner with broader finance teams and operations business leaders to understand business activity, evaluate financial impacts, and support informed decision-making
• Support cost management initiatives by identifying expense drivers, evaluating opportunities for efficiency, and coordinating action plans with finance and operations partners
• Support monthly, quarterly, and annual financial close processes by ensuring accuracy, transparency, and timely delivery of key SG&A financial insights
• Collaborate with cross-functional partners, including the People Team, to align workforce planning with Clinical program needs and efficiency opportunities

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 (or higher) in Finance, Accounting or Economics
• 3+ years of experience in corporate finance, FP&A or financial analysis
• Experience with SG&A forecasting, budget management, cost management initiatives, or operational expense reporting
• Intermediate proficiency (or higher) with Microsoft Excel, including financial modeling experience
• Experience with using Microsoft PowerPoint to summarize financial information for business stakeholders
• Ability to work full-time. Employees are required to have flexibility to work any of our shift schedules during our normal business hours of 8am - 5pm. It may be necessary, given the business need, to work occasional overtime

Preferred Qualifications:

• Pharmacy Benefit Management (PBM) industry experience, preferably within operations finance or SG&A expense support
• Experience supporting operations teams, workforce management, clinical operations, or related healthcare operational functions
• Experience with Essbase and Oracle EPM

Telecommuting Requirements:

• Reside within commutable distance to the office at 1 Optum Circle, Eden Prairie, MN 55344
• 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

Soft Skills:

• Demonstrated analytical skills with strong attention to detail, accuracy, and data integrity
• Demonstrated ability to communicate financial information clearly to both finance and non-finance partners
• Strong ownership mentality with a demonstrated track record of identifying issues and driving then through to solution implementation
• Proven ability to work independently with minimal supervision, prioritize tasks effectively, and take proactive initiative

*All employees working remote will be required to adhere to UnitedHealth Group’s Telecommuter Policy

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 - $130,000 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 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.

UnitedHealth Group is committed to working with and providing reasonable accommodations to individuals with physical and mental disabilities. If you need special assistance or accommodation for any part of the application process, please call 1-866-566-8715 to be connected to Recruitment Services. Recruitment Services hours of operation are 7 a.m. to 7 p.m. CT, Monday through Friday.

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.