Senior Financial Consultant

Coastal Cardiology PC; Eden Prairie (MN); On-site; USD 92,000 - 164,000; Full time

Benefits offered by this job

Paid training

Job summary

UnitedHealth Group in Eden Prairie, MN seeks a Senior Financial Consultant to lead SG&A planning and financial reporting, including forecasts and long-range planning. The role partners with product, technology, and operations leaders to assess growth, profitability, and investment opportunities through rigorous financial analysis and modeling.

The position requires 4+ years in finance/accounting, strong GAAP understanding, and experience presenting to leadership.

Qualifications

• Bachelor's Degree in Accounting or Finance or equivalent experience.
• 4+ years of financial and/or accounting experience.
• 3+ years of forecasting, planning & analysis experience.
• 2+ years of presenting to leadership or business owners.
• Knowledge of GAAP and strong MS Office skills.

Responsibilities

• Lead SG&A financial planning and reporting, including month-end close and long-range planning.
• Partner with business, product, and technology leaders to evaluate growth and profitability.
• Own business cases, ROI analysis, and scenario modeling for strategic decisions.
• Develop and deliver executive financial reporting with key drivers and variances.
• Support operational teams by linking business strategy to financial outcomes and forecasts.

Skills

Financial analysis

Forecasting

GAAP

Microsoft Excel

Presentation to leadership

Cross-functional collaboration

Education

Bachelor's Degree in Accounting or Finance

MBA or CPA

Tools

Oracle Essbase

SmartView

Job description

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

Job Description - Senior Financial Consultant (2390801)

Job Number:

Senior Financial Consultant (2390801 )

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 shift schedules during our normal business hours of 8am - 5pm CST. It may be necessary, given the business need, to work occasional overtime.

We offer weeks of paid training. The hours of training will be based on your schedule or will be discussed on your first day of employment.

Primary Responsibilities:

• Lead SG&A financial planning and reporting, including month-end close, forecasts, long-range planning, allocations, and strategic initiatives.
• Partner with business, product, and technology leaders to evaluate growth, profitability, and investment opportunities through financial analysis and modeling.
• Own business cases, ROI analysis, and scenario modeling to support strategic decision-making.
• Develop and deliver executive financial reporting, highlighting key drivers, risks, opportunities, and variances.
• Serve as the primary finance partner to business and operations leaders, connecting business strategy to financial outcomes.
• Own performance measurement and forecasting models, including tracking and validating financial results against expectations.
• Lead cross-functional forecasting and planning processes, challenging assumptions and ensuring financial accuracy.
• Support operational teams in understanding financial impacts, performance drivers, and improvement opportunities.
• Drive financial governance, controls, and validation processes for investments, savings initiatives, and performance metrics.
• Provide broad finance support across operational and strategic priorities within Optum Rx.

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 Accounting or Finance OR equivalent experience
• 4+ years of financial and / or accounting experience
• 4+ years of experience with analyzing and interpreting financial statements
• 3+ years of financial planning / forecasting & analysis experience
• 2+ years of experience with presenting to leadership and / or business owners
• Knowledge and / or understanding of GAAP
• Intermediate level of Microsoft Office Products (Microsoft Word, Microsoft Excel, etc.)
• 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

Preferred Qualifications:

• MBA or CPA
• Oracle Essbase / SmartView Reporting experience
• Healthcare or Pharmacy 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

*All employees working remote 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.

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.