Financial Consultant - Office Based in MN

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

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

Job Description - Financial Consultant - Office Based in MN (2386539)

Financial Consultant - Office Based in MN - 2386539

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 Optum Health Capital team within Optum Corporate and play a vital role in supporting our finance organization. As a Financial Consultant, you will be responsible for key financial processes, including reporting, forecasting, and capital governance, to provide actionable insights and drive business decisions. The ideal candidate is detail-oriented, analytical, and eager to contribute to a dynamic team in a fast-paced healthcare environment.

This position follows an office-based schedule withfour in-office days per week.

Primary 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 in accordance with capital governance standards and senior management guidelines
• Partner with business and project stakeholders to develop, validate, and monitor Capital Cost Benefit Analyses (CBAs), including benefit assumptions, financial impacts, and ongoing performance tracking in alignment with Optum Capital policy
• 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

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:

• Undergraduate degree in Finance, or related field
• 3+ years of progressive experience in financial planning, accounting, financial analysis, or internal controls
• Demonstrated experience supporting leaders or teams in financial planning, forecasting, cost management, and business case development
• Demonstrated experience in financial modeling, including capital cost/benefit analysis, scenario analysis, and sensitivity analysis to support investment decisions and forecasting.
• Experience contributing to change initiatives, process improvements, or automation efforts that improve reporting, forecasting, or decision support
• Proven solid understanding of accounting principles and experience working with financial systems (e.g., Essbase, PeopleSoft, or similar tools)
• Proficiency in MS Office – Excel and PowerPoint
• Proven effective communication and stakeholder partnership skills, with the ability to explain financial concepts to non‑finance partners

Preferred Qualifications:

• Experience using Hyperion Essbase and PeopleSoft Financials
• Experience building and maintaining financial models and business cases (e.g., capital cost/benefit analysis) to support investment decisions and governance
• Demonstrates solid personal agency by proactively identifying issues, taking ownership of outcomes, and driving work forward without waiting for direction
• Proven ability to Seeks ways to improve job and operational efficiency
• Ability to prioritize & manage workloads with concurrent deadlines
• Ability to use proper discretion when dealing with confidential information exhibiting a high level of integrity
• Comfort working in a collaborative and matrixed organization
• Self-Starter who can take direction and develop solutions to requests
• Assertive, self-starting personality with a customer service attitude
• Ability to deal with ambiguity and change

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.

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.