Senior Financial Analyst

UnitedHealth Group; Irvine, Northern (CA, KY); Hybrid; Confidential; Full time

Benefits offered by this job

Benefits package

Equity stock purchase program

401k contribution

Job summary

UnitedHealth Group is seeking a Senior Financial Analyst to join the Optum California Operations Finance team in Irvine. The role focuses on workforce planning, operational finance, forecasting, and analytics to support leadership decisions.

The position is full-time with an 8-hour shift (Mon-Fri, 8:00 am–5:00 pm PST). Occasional overtime may be required; 3 in-office days per week at Irvine. Telecommuting policy applies for remote workers.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, Healthcare Administration, or related field.
• Must be 18 years or older.
• 3+ years of experience in financial analysis, workforce planning, FP&A, operational finance, or analytics.
• Advanced proficiency in Microsoft Excel including financial modeling and large dataset analysis.
• Experience with Power BI/Tableau/SQL/Python or similar tools.
• Experience forecasting and budgeting with multiple data sources.

Responsibilities

• Develop and maintain workforce planning, staffing, productivity, and financial models.
• Support monthly forecasting, annual budgeting, and long-range planning.
• Analyze financial and workforce data to identify trends, risks, opportunities.
• Prepare dashboards, scorecards, and ad hoc analyses for leadership.
• Conduct variance analyses and explain results vs. budget/forecast.
• Support scenario modeling for staffing and operational initiatives.
• Partner with stakeholders to gather requirements and communicate results.
• Present analyses and recommendations to leadership.

Skills

Excel proficiency

Financial modeling

Power BI

Tableau

SQL

Python

Forecasting

Data analysis

Education

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

Tools

Power BI

Tableau

SQL

Python

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.

We are seeking a highly analytical and detail-oriented Senior Financial Analyst to join the Optum California Operations Finance team. This role supports workforce planning, operational finance, forecasting, financial modeling, and business analytics activities across the organization. The ideal candidate will possess strong financial and analytical skills with the ability to interpret complex data, identify trends, and provide actionable insights that support operational and financial decision-making.

This position plays a key role in workforce planning and operational performance management by partnering with clinical, operational, and finance leaders to develop analyses, forecasts, reports, and financial models that support organizational goals. The ideal candidate will be a critical thinker with strong communication skills who can effectively explain financial and workforce planning results to both financial and non-financial audiences.

This position is 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.

This will be on-the-job training and the hours during training will be Monday - Friday, 8:00 am - 5:00 pm.

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

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 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 environment
• Ability 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.