Senior Financial Consultant

UnitedHealth Group; Eden Prairie (MN); On-site; Confidential; Full time

Job summary

UnitedHealth Group, based in Eden Prairie, MN, seeks a senior financial planning and analysis professional to own monthly close, forecasting, and scenario modeling for the OptumRx Specialty portfolio. You will partner with business, product, and technology teams to transform complex CBAs into actionable financial plans and drive profitable growth.

The role requires strong Excel modeling, executive-ready presentation skills, and 5+ years in FP&A or related analytics within a healthcare or

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 5+ years of financial, FPA or related analytical role experience.
• 5+ years driving business performance in a high growth environment.
• 5+ years forecasting, reporting, and operational issue analysis with action plans.
• 2+ years presenting analytics to internal/external stakeholders.
• Proficiency in Microsoft Office, especially Excel and PowerPoint.
• Advanced modeling capabilities.
• Healthcare experience or experience in a large matrixed environment.

Responsibilities

• Own and manage financial reporting for the OptumRx Specialty SGA from month-end close and quarterly forecasting.
• Drive growth and profitability initiatives by partnering with leaders to develop insightful analysis.
• Translate CBAs and Cost Containment concepts into clear financial models.
• Collaborate across functions to gather inputs and clarify narratives for month and forecast packages.
• Deliver concise, insight-driven reporting to senior leadership highlighting variances and levers.
• Serve as a trusted finance partner bridging business strategy with financial execution.
• Own detailed models to forecast, measure, and validate performance for client partnerships.
• Support operations teams in understanding impact of actions on results.

Skills

Excel

Financial modeling

Analytical skills

Stakeholder presentation

Healthcare experience

Education

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

Tools

PowerPoint

Financial planning software

Job description

This position follows Office-Based schedule with (4) In-office days per week. 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.

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

We offer 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:

• Own and manage financial reporting for the OptumRx Specialty SGA from month-end close, quarterly forecasting, allocation determination, long range planning and partnership on strategic projects and initiatives
• Drive growth and profitability initiatives within the Specialty portfolio by partnering with Business, product and technology leaders to develop insightful analysis, evaluate new and evolving strategies through complex scenario modeling, bringing loose concepts into clarity through a financial focus
• Translate complex CBAs and Cost Containment Initiatives concepts into clear, actionable financial models to support decision-making and strategic planning
• Collaborating cross functionally to gather inputs, challenge assumptions, and clarify financial narratives for month and forecast packages to Sr Leaders
• Deliver concise, insight-driven financial reporting to senior leadership, highlighting key levers and variances to enable strategic decision making
• Serve as a trusted finance partner to line of business operators, operations, product, and technology teams-bridging business strategy with financial execution
• Primary ownership of detailed models to forecast, measure, and validate performance improvements for client partnerships
• Support operations teams in understanding how their actions will impact the measured results and financial outcomes
• Build solid partnerships with Optum and operations teams through leading monthly performance reviews and ad hoc conversations
• Implement process and procedures for the measurement and validation of financial performance metrics
• Contribute to project charters by assessing financial performance metrics within the ROI for new projects
• Establish and implement financial performance metric audits and testing to ensure results match projections
• Providing broader support for other operational and strategic initiatives
• Flex across a wide range of finance responsibilities as the needed to support the OptumRx Pharmacy finance organization

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, OR a related field
• 5+ years of financial, FPA or related analytical role experience
• 5+ years of proven experience driving business performance in a high growth environment
• 5+ years of work experience anticipating accounting, financial reporting, forecasting and operational issues, assessing their implications and developing and implementing an appropriate action plan
• 2+ years of experience present analytics to Internal/External stakeholders
• Proficiency in Microsoft Office, particularly Microsoft Excel and Microsoft PowerPoint
• Advanced modeling capabilities
• Healthcare experience and/or experience working in a large matrixed environment
• Ability to work 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 CST

Preferred Qualifications:

• Experience supporting matrixed and operational organizations
• Experience preparing materials for senior leadership OR executive audiences
• Exposure to headcount management, workforce analytics, OR vendor cost tracking
• Healthcare industry knowledge and/or experience

Telecommuting Requirements:

• Reside within commutable distance to the office at 1 Optum Circle, Eden Prairie, MN
• 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:

• Analytical skills with attention to detail
• Advanced presentation skills and leadership presence
• Proven ability to thrive in a fast paced and dynamic working environment with many near term and long-term deliverables (aka strong organizational and time management skills)
• Proven ability to work collaboratively and influence across a matrix environment to drive bonus/incentive opportunities (finance and non-finance partners)
• Proven executive presence, communication, and influencing skills with internal and external stakeholders
• Ability to work collaboratively in a team oriented environment

*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 salary for this role will range from $91,700 - $163,700 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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