Senior Financial Consultant: Ops Forecasting

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

Job summary

Optum in Eden Prairie, MN is seeking a Senior Financial Consultant to partner with Customer Service Operations, focusing on operating expenses, forecasting, reporting, and analysis. You will work with business leaders to deliver timely insights, support month-end close, and build accurate forecasts that drive smart decisions.

The role offers on-site work with standard business hours, with potential overtime based on business needs.

Qualifications

• Bachelor's Degree (or higher) in Finance, Accounting, Economics, OR related field.
• 4+ years of experience in progressive finance, accounting, OR financial planning and analysis experience.
• Experience supporting business partners in a complex, matrixed organization.
• Financial forecasting, budgeting, and variance analysis experience.
• Analytical and financial modeling skills.
• Advanced proficiency in Microsoft Excel, including pivot tables, lookup functions, and financial modeling techniques.
• Ability to work full time. Employees are required to have flexibility to work any of our shift schedules during our normal business hours of 8:00am - 5:00pm. It may be necessary, given the business need, to work occasional overtime.

Responsibilities

• Develop and maintain monthly forecasts, annual budgets, and long-range planning assumptions for Customer Service Operations expenses.
• Partner with business leaders to understand operational trends, workforce changes, and emerging risks and opportunities.
• Analyze financial performance and proactively identify drivers impacting forecast accuracy.
• Support development of cost management initiatives and track realization of savings opportunities.
• Month-End Close & Financial Reporting: Lead month-end financial analysis and reporting processes, ensuring accurate and timely review of actual results.
• Business Partnership: Build strong relationships with Customer Service Operations leaders and serve as a trusted financial advisor.
• Analysis & Decision Support: Develop financial models, scenario analyses, and ad hoc reporting to support operational decisions.
• Process Improvement: Continuously identify opportunities to streamline financial processes, improve reporting, and enhance forecasting methodologies.

Skills

Financial forecasting

Budgeting

Variance analysis

Financial modeling

Data-driven decision making

Communication

Education

Bachelor's Degree in Finance/Accounting/Economics

Tools

PeopleSoft

Essbase

SmartView

Job description

Optum in Eden Prairie, MN is seeking a Senior Financial Consultant to partner with Customer Service Operations, focusing on operating expenses, forecasting, reporting, and analysis. You will work with business leaders to deliver timely insights, support month-end close, and build accurate forecasts that drive smart decisions.

The role offers on-site work with standard business hours, with potential overtime based on business needs.