Senior Financial Analyst

Optum; Irvine (CA); On-site; USD 33,000 - 60,000; Full time

Job summary

Optum in Irvine, CA seeks a Financial Planning & Analysis professional to build and maintain workforce planning, staffing, productivity, and financial models for strategic initiatives. You will support monthly forecasting, annual budgeting, and long-range planning for assigned business areas.

You’ll prepare dashboards and reports, analyze variances, and present results to operational and executive leadership. Proficiency in Excel, Power BI/Tableau, SQL, and Python is required.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, Healthcare Administration, or related field.
• 3+ years of experience in financial analysis, FP&A, or related fields.
• Advanced proficiency in Microsoft Excel with financial modeling and large data analysis.
• Experience with Power BI, Tableau, SQL, Python or similar analytics tools.
• Experience forecasting, budgeting, and workforce planning for multiple data sources.

Responsibilities

• Develop, maintain, and enhance workforce planning, staffing, productivity, and financial models.
• Support monthly forecasting, annual budgeting, long-range planning, and workforce activities.
• Analyze financial, operational, and workforce data to identify trends and drivers.
• Prepare dashboards, scorecards, and ad hoc analyses for leadership.
• Perform variance analyses and explain results vs budget and forecast.
• Support scenario modeling to evaluate staffing, productivity, and growth initiatives.
• Partner with clinical, operational, and finance stakeholders to gather requirements.
• Present analyses and recommendations to support decision-making.
• Interpret outputs and explain financial impacts to business leaders.
• Monitor KPIs including staffing, productivity, and operating expenses.

Skills

Forecasting

Budgeting

Data analysis

Financial modeling

Education

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

Tools

Power BI

Tableau

SQL

Python

Excel

Job description

This position follows Office-Based schedule with 3 in‑office days per week. Our office is located at 9 Technology Drive, Irvine, CA. For those who want to invent the future of health care, here's your opportunity. We're going beyond basic care to health programs integrated across the entire continuum of care. Join us to start Caring. Connecting. Growing together.

Primary Responsibilities

• Develop, maintain, and enhance workforce planning, staffing, productivity, and financial models to support operational and strategic initiatives
• Support monthly forecasting, annual budgeting, long-range planning, and workforce planning activities for assigned business areas
• Analyze financial, operational, and workforce data to identify trends, risks, opportunities, and performance drivers
• Prepare and maintain recurring reporting, dashboards, scorecards, and ad hoc analyses for operational and executive leadership
• Conduct variance analyses and provide meaningful explanations of results compared to budget, forecast, and prior periods
• Support scenario modeling and sensitivity analyses to evaluate staffing, productivity, growth, and operational initiatives
• Partner with clinical, operational, and finance stakeholders to gather requirements, validate assumptions, and communicate analysis results
• Present analyses and recommendations in a clear and concise manner to support decision-making
• Interpret workforce planning outputs and explain underlying assumptions, productivity metrics, and financial impacts to business leaders
• Monitor key performance indicators including staffing, productivity, utilization, operating expenses, and other operational measures
• Ensure accuracy, consistency, and integrity of financial models, reports, and analytical deliverables
• Support process improvement initiatives that enhance reporting, forecasting accuracy, and operational efficiency
• Assist with special projects, business cases, and strategic analyses as assigned
• Perform other duties as assigned

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, Healthcare Administration, or a related field
• Must be 18 years of age or older
• 3+ years of experience in financial analysis, workforce planning, FP&A, operational finance, business analytics, or related fields
• Advanced proficiency in Microsoft Excel including financial modeling, scenario analysis, pivot tables, lookups, and large dataset analysis
• Experience working with business intelligence and analytics tools such as Power BI, Tableau, SQL, Python, or similar platforms
• Experience developing forecasts, budgets, workforce plans, and financial analyses
• Experience working with large and complex datasets and multiple data sources
• Ability to work full-time, Monday - Friday. Employees are required to work an 8-hour shift schedule during our normal business hours of 8:00 am - 5:00 pm PST. It may be necessary, given the business need, to work occasional overtime.

Preferred Qualifications

• Healthcare industry experience within a provider, payer, medical group, IPA, or value-based care environment
• Experience supporting workforce planning, productivity analysis, labor planning, or operational finance functions
• Experience creating dashboards and visualizations using Power BI or Tableau
• Experience working in a matrixed organization with multiple stakeholders
• Experience supporting operational leaders through financial and workforce planning analyses
• Demonstrated collaborative working style with strong customer service and business partnership skills

Telecommuting Requirements

• Reside within commutable distance to the office at 9 Technology Drive, Irvine, CA.
• 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

• Strong analytical, quantitative, and problem-solving skills
• Strong verbal and written communication skills with the ability to present data and findings to non-financial audiences
• Ability to manage multiple priorities and meet deadlines in a fast-paced environmentAbility to work independently while collaborating effectively across teams
• Proven attention to detail and commitment to data accuracy
• Demonstrated ability to communicate complex financial and operational concepts to diverse audiences
• Demonstrated ability to identify business issues, investigate root causes, and recommend solutions
• All employees working remotely 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 hourly pay for this role will range from $16 - $29 per hour 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.

OptumCare 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.

OptumCare is a drug‑free workplace. Candidates are required to pass a drug test before beginning employment.

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