Senior Financial Analyst - Hybrid Utah

Optum; Draper (UT); Hybride; USD 73 000 - 130 000; Plein temps

Avantages offerts par ce poste

Comprehensive benefits

Incentive programs

Equity stock purchase

401k contribution

Résumé du poste

Optum is seeking a Senior Financial Analyst for the Care Delivery organization in Draper, UT. You will partner with technology and finance leaders to manage IT operating expenses, budgeting, forecasting, and variance analysis, delivering actionable insights and executive-ready financial commentary.

You will support capital planning, vendor spend, and cost-control initiatives while communicating complex data clearly and collaborating with cross-functional teams.

Qualifications

• Bachelor's degree in finance, accounting, or related field is required.
• 2+ years in financial analysis, FP&A, budgeting, or forecasting.
• Experience supporting operating expense budgets and variance analysis.
• Advanced proficiency in Excel for financial modeling and data analysis.

Responsabilités

• Lead quarterly and annual IT operating expense forecasts across cost centers and West Region markets.
• Analyze actual results against budget, forecast, and prior periods; explain variances.
• Maintain financial models and spend projections for software, infrastructure, and technology services.
• Partner with IT and finance leaders to identify risks, opportunities, and cost-saving initiatives.
• Track spending trends and provide proactive recommendations to stay within targets.
• Support month-end close, accruals, and cost-center management for accurate reporting.
• Collaborate on vendor spend analysis, contract reviews, and invoice issues.
• Provide capital planning support and monitor project funding and performance.
• Prepare executive presentations and dashboards for recurring business reviews.
• Develop and enhance reporting tools and forecasting models using Excel, Essbase, and Power BI.

Connaissances

Financial analysis

FP&A

Budgeting

Forecasting

Data analysis

Formation

Bachelor's Degree in Finance, Accounting, or related field

Outils

Excel

Hyperion Essbase

Smart View

Power BI

Oracle

PeopleSoft

Description du poste

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

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 in making healthcare work better for everyone through people-led, responsible AI while Caring. Connecting. Growing together.

As a Senior Financial Analyst supporting the Care Delivery organization, you will partner directly with technology and finance leadership to manage operating expense planning, forecasting, reporting, and financial analysis across the OptumCare West Region. This role will provide financial oversight for technology operations, vendor spend, enterprise chargebacks, strategic initiatives, and a limited portfolio of capital investments. You will help leaders make informed business decisions through accurate forecasts, clear variance explanations, and actionable financial insights.

This position is full-time (40 hours/week) Monday - Friday. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours of 8:00 am - 5:00 pm MST. It may be necessary, given the business need, to work occasional overtime

This position follows a office-based schedule with three in-office days per week. Our office is located at 12921 S Vista Station Blvd, Draper, UT 84020.

Primary Responsibilities:
Financial Planning, Forecasting, and Performance Analysis:

• Lead quarterly, and annual forecasting activities for IT operating expenses across multiple cost centers, and West Region markets
• Analyze actual results against budget, forecast, and prior periods; identify key drivers and develop clear variance explanations
• Maintain financial models, and spend projections for software, infrastructure, and other technology services
• Partner with IT and finance leaders to identify financial risks, opportunities, and savings initiatives
  

IT Operating Expense Management and Budget Support:

• Track spending trends and provide proactive recommendations to help leaders manage within financial targets
• Review month-end results, accruals, reclasses, and other accounting activity to support accurate financial reporting
• Assist leaders with cost-center management, department and operating-unit alignment, and appropriate general ledger coding
  

Chargeback and Vendor Financial Management:

• Analyze enterprise and shared-service technology chargebacks impacting West Region business units
• Support chargeback and allocation forecasting, validate changes, and improve transparency into cost drivers
• Partner with sourcing, procurement, accounts payable, and technology teams on vendor spend analysis, contract financial reviews, purchase orders, and invoice issues
• Monitor recurring vendor and service expenses to ensure appropriate budget alignment and identify potential cost optimization opportunities
  

Capital Planning and Investment Support:

• Provide financial support for a limited portfolio of technology capital projects and investments
• Partner with project managers and technology leaders to monitor project financial performance, timing, and available funding
  

Executive Communication and Business Partnership:

• Translate complex financial information into clear, concise insights and recommendations for leadership
• Prepare executive presentations, dashboards, reporting packages, and financial commentary for recurring business reviews
• Serve as a trusted financial partner to regional IT leaders and collaborate with enterprise and market finance teams
  

Process Improvement and Financial Reporting:

• Develop and enhance financial reporting tools, forecasting models, and repeatable workflows to improve efficiency, accuracy, and scalability
• Leverage advanced Excel, Hyperion Essbase, Smart View, Power BI, and other tools to manage data and streamline reporting
  

Strategic and Ad Hoc Analysis:

• Perform financial analysis supporting technology strategy, operational decisions, annual planning, and leadership requests
• Evaluate emerging business needs and provide modeling support for new initiatives and cost-management opportunities
• Support special projects and other finance activities 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, or related field
• 2+ years of experience in financial analysis, FP&A, budgeting, forecasting, or a related finance role
• Experience supporting operating expense budgets, forecasts, month-end reporting, and variance analysis
• Demonstrated solid analytical and problem-solving skills with the ability to synthesize complex data into actionable insights
• Demonstrated advanced proficiency in Excel, including financial modeling and data analysis
• Proven ability to communicate effectively and build solid partnerships with finance, technology, and operational stakeholders
• Ability to work in-office three (3) days per week

Preferred Qualifications:

• CPA, CMA, or MBA Degree
• Experience supporting Information Technology, infrastructure, applications, or shared-services organizations
• Experience with Hyperion Essbase, Smart View, Oracle, PeopleSoft, or Power BI
• Experience with technology operating expense management, enterprise chargebacks, vendor spend, and capital planning
• Experience preparing executive-level financial presentations and commentary
• Experience in healthcare

Hybrid Work Requirements:

• Reside within commutable distance of the office in Draper, UT
• Work from the Draper office three (3) days per week, with the remaining scheduled days worked from an approved home workspace
• Ability to keep all company-sensitive documents and information secure
• Maintain a dedicated home work area that is separated from other living areas and provides information privacy
• Maintain a UnitedHealth Group-approved high-speed internet connection or an existing high-speed internet service for approved work-from-home days

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 - $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 help make the health system work better for everyone. Together, we are shaping the future of healthcare by harnessing technology and innovation to make care simpler to navigate, more affordable and more connected for the people we serve. We are committed to creating an inclusive workplace where everyone feels welcomed, valued, heard and respected, empowering people to bring their authentic selves to work and strengthening our collective impact through diverse talents, backgrounds, experiences and perspectives.

UnitedHealth Group and its affiliated brands are 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 and its affiliated brands are a drug-free workplace. Candidates are required to pass a drug test before beginning employment.

UnitedHealth Group is committed to working with and providing reasonable accommodations to individuals with physical and mental disabilities. If you need special assistance or accommodation for any part of the application process, please call 1-866-566-8715 to be connected to Recruitment Services. Recruitment Services hours of operation are 7 a.m. to 7 p.m. CT, Monday through Friday.

UnitedHealth Group is a registered service mark of UnitedHealth Group, Inc. The UnitedHealth Group name with the dimensional logo, as well as the dimensional logo alone, are both service marks for the UnitedHealth Group, Inc.

Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.

UnitedHealth Group is a drug-free workplace. Candidates are required to pass a drug test before beginning employment.