Senior Financial Analyst,

UnitedHealth Group; Eden Prairie (MN); On-site; USD 60,000 - 107,000; Full time

Benefits offered by this job

Benefits package

Equity stock purchase

401k contribution

Incentive programs

Job summary

UnitedHealth Group's Optum Technology is seeking a Senior Financial Analyst to support quarterly revenue forecasting and annual rate-setting. This role partners with technology service owners, finance teams, and executives to develop forecasts and financial models.

The successful candidate will drive forecasting processes, validate business assumptions, and deliver executive-ready reporting while improving efficiency and transparency across finance, operations, and technology teams.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, Information Systems, or related field.
• Experience in financial planning and analysis, forecasting, corporate finance or accounting.
• Experience working with large datasets and detailed financial analysis.
• Proficiency in Microsoft Excel for financial modeling and data analysis.
• Strong communication skills to present financial concepts to diverse audiences.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Coordinate quarterly revenue forecasting for Optum Technology.
• Collaborate with service teams and leaders to validate forecast assumptions.
• Maintain forecasting models and analyses for technology revenue recovery.
• Explain forecast variances and financial risks to stakeholders.
• Prepare executive-ready reports and presentations.
• Drive forecast accuracy within own areas.
• Suggest process improvements to increase efficiency and transparency.
• Build relationships across finance, operations, and technology.
• Support annual rate card and recosting for approximately 100 technology services.
• Maintain models for rates and chargeback methodologies.
• Coordinate data intake and reconciliation across stakeholders.
• Analyze rate drivers and cost changes.
• Support governance, controls, and documentation.
• Identify opportunities to streamline workflows.
• Assist with recurring management reporting and audit-ready docs.
• Participate in scalability improvements.

Skills

Financial analysis

Data analysis

Excel

Communication

Multitasking

Education

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

Tools

Power BI

Power Query

SQL

Alteryx

Job description

This position is Onsite. Our office is located at 1 Optum Circle, Eden Prairie, MN.

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.

The Senior Financial Analyst will play a key role in supporting Optum Technology's quarterly revenue forecasting and annual rate-setting processes. This position partners closely with technology service owners, finance teams, operational leaders, and executive stakeholders to develop accurate forecasts, maintain financial models, validate business assumptions, and support enterprise chargeback and revenue recovery activities.

This role offers substantial ownership and visibility, with responsibility for coordinating forecasting activities across multiple stakeholders while driving continuous improvement in financial processes and reporting. The successful candidate will combine strong analytical skills with a curiosity for how systems, processes, and financial models work together to influence business outcomes.

Success Profile

The Ideal Candidate

• Is highly analytical and enjoys solving complex business problems
• Has a strong interest in understanding how systems, data, and processes interact
• Continuously looks for opportunities to improve efficiency and reduce manual effort
• Demonstrates ownership and accountability for results
• Thrives in cross-functional environments and builds strong stakeholder relationships
• Can translate large amounts of data into meaningful business insights and actionable recommendations
• Is comfortable operating with ambiguity and helping define future-state processes

Why This Role Matters

As forecasting complexity and stakeholder demand continue to grow, this position will help expand operational capacity, strengthen financial controls, improve scalability, and enhance the transparency of Optum Technology's forecasting and rate-setting processes. The analyst will have the opportunity to influence enterprise-wide financial decisions while helping shape the future direction of key finance operations.

This position is full time. Employees are required to have flexibility to work any of our shift schedules during our normal business hours of 8:00 am - 5:00 pm.

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

Primary Responsibilities: Revenue Forecasting

• Support and coordinate the quarterly revenue forecasting cycle for Optum Technology services
• Partner with internal service teams, Optum Technology leaders, segment finance organizations, and finance leadership to collect, validate, and analyze forecast assumptions
• Maintain forecasting models and supporting analyses used to project technology revenue recovery
• Identify, investigate, and explain forecast variances, emerging trends, and financial risks
• Develop executive-ready reporting, presentations, and financial summaries for leadership review
• Drive accountability for forecast accuracy within assigned areas of ownership
• Recommend and implement process improvements that increase forecasting efficiency, accuracy, and transparency
• Establish strong working relationships across finance, operations, and technology organizations

Secondary Responsibilities: Rate Card & Recosting

• Support the annual Optum Technology Rate Card and Recosting process for approximately 100 technology services
• Maintain and enhance financial models used in the development of service rates and chargeback methodologies
• Coordinate data intake, validation, and reconciliation activities across multiple stakeholders
• Partner with service owners and finance teams to ensure cost, volume, and allocation inputs are complete and accurate
• Perform financial analyses to evaluate rate drivers, cost changes, volume impacts, and recovery assumptions
• Support governance activities, documentation standards, and financial controls related to the rate-setting process
• Identify opportunities to streamline workflows, automate manual activities, and improve reporting capabilities
• Assist with the development of recurring management reporting and audit-ready support documentation
• Participate in the implementation of process enhancements that improve scalability and operational effectiveness

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, Economics, Business, Information Systems, or related field
• Experience in financial planning and analysis, forecasting, corporate finance, accounting, or related analytical roles
• Experience in working with large datasets and performing detailed financial analysis
• Proficiency in Microsoft Excel, including financial modeling, data analysis, and complex formulas
• Communication skills with the ability to present complex financial concepts to diverse audiences
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment
• This position is full time. Employees are required to have flexibility to work any of our shift schedules during our normal business hours of 8:00 am - 5:00 pm.

Preferred Qualifications

• Experience with supporting forecasting, budgeting, chargeback, cost allocation, or rate-setting processes
• Experience with Power BI, Power Query, SQL, Alteryx, or similar analytical tools
• Experience with partnering across finance, operations, and technology organizations
• Exposure to process improvement methodologies or automation initiatives
• Knowledge of technology finance, IT cost recovery, or shared service financial models

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 $60,200 - $107,400 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.

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