Senior Financial Analyst,

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

Benefits offered by this job

Comprehensive benefits package

Equity stock purchase

401(k) contribution

Incentive and recognition programs

Job summary

Optum Eden Prairie, MN is seeking a Senior Financial Analyst to support PBM Operating Cost Finance through forecasting, budgeting, reporting and analysis. This full-time onsite role requires strong analytical skills and the ability to transform complex financial data into clear templates and reports.

Training will be provided and schedules cover 8:00 am–5:00 pm. Key duties include maintaining budgeting templates, preparing forecasts, analyzing variances, and enhancing reporting tools and

Qualifications

• Bachelor's Degree in Finance, Accounting, Economics, or related field.
• 1+ years of FP&A, accounting, corporate finance, or related financial role.
• Experience with preparing financial reports, forecasts, budgets, and variance analyses.
• Experience maintaining templates and recurring reports.
• Intermediate or higher Excel skills with large data sets.

Responsibilities

• Support monthly forecast, budget, and long-range planning for PBM operating cost functions.
• Maintain and refresh planning templates, reporting files, dashboards, and management packages.
• Prepare, validate, and organize files used in forecast, budget, month-end, and recurring reporting routines.
• Analyze financial results and summarize variances to budget, forecast, and prior year performance.
• Identify cost trends, drivers, risks, and opportunities through data analysis and reporting.
• Enhance financial reporting tools, templates, and dashboards for efficiency and accuracy.
• Document reporting processes, assumptions, and methodologies for consistency.

Skills

Microsoft Excel

Financial analysis

Forecasting

Data visualization

Documentation

Education

Bachelor's degree in Finance, Accounting, Economics, Business Administration, OR related field

Tools

Essbase

SmartView

Hyperion

Oracle EPM

Power BI

SQL

Databricks

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 support Optum Rx PBM Operating Cost Finance through financial planning, reporting, analysis, and recurring process execution. This role will help maintain forecast and budget templates, refresh standard reporting, analyze financial results, and support timely, accurate delivery of core finance routines. The position requires strong analytical capability, attention to detail, and the ability to organize complex financial information into clear, consistent reporting and templates.

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

• Support monthly forecast, budget, and long-range planning processes for PBM operating cost functions
• Maintain and refresh financial planning templates, reporting files, dashboards, and management packages
• Prepare, validate, and organize files used in forecast, budget, month-end, and recurring reporting routines
• Analyze financial results and summarize variances to budget, forecast, and prior year performance
• Identify cost trends, key drivers, risks, and opportunities through data analysis and reporting
• Support enhancements to financial reporting tools, templates, and dashboards to improve efficiency, accuracy, and consistency
• Document reporting processes, assumptions, and methodologies to promote consistency and knowledge sharing

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 Administration, OR related field
• 1+ years of experience in financial planning and analysis, accounting, corporate finance, OR a related financial role
• Experience with preparing financial reports, forecasts, budgets, and variance analyses
• Experience with maintaining templates, recurring reports, and financial presentations
• Intermediate (or higher) Microsoft Excel skills, including experience in working with large data sets
• Ability to work any of our full time, shift schedules during our normal business hours of 8:00 am - 5:00 pm

Preferred Qualifications

• Healthcare, PBM, managed care, OR operating cost finance experience
• Experience with financial planning systems such as Essbase, SmartView, Hyperion, Oracle EPM, or similar tools
• Experience with Power BI, SQL, Databricks, or other reporting and analytics platforms
• Experience with supporting process improvement, reporting automation, or recurring finance process standardization

Soft Skills

• Proven analytical, organizational, written, and verbal communication skills

Key Competencies

• Financial planning and analysis
• Financial reporting and template maintenance
• Data accuracy and attention to detail
• Analytical thinking and problem solving
• Process improvement and documentation
• Ability to manage recurring deadlines and priorities

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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