Financial Analyst

Posted 52 Minutes Ago
Be an Early Applicant
Ontario, CA, USA
In-Office
60K-107K Annually
Senior level
Artificial Intelligence • Big Data • Healthtech • Information Technology • Machine Learning • Software • Analytics
The Role
The Financial Analyst will manage healthcare data analysis, support month-end reporting, and communicate insights effectively while working remotely.
Summary Generated by Built In
Requisition Number: 2361935
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.
You'll enjoy the flexibility to telecommute* from anywhere within the U.S. as you take on some tough challenges.
Location: 100% fully remote. (Travel is 5% if in southern California).
Overview :
  • A multi-payor healthcare organization contracting with 15 health plans across the Southern California market. The organization generates over $2.5 billion in annual revenue and manages a monthly membership of more than 500,000 lives. Primary market focus includes the Inland Empire and San Diego regions, with close collaboration wand engagement across Los Angeles and Orange County markets.
  • HMO business consists of commercial, point of service, Covered California (ACA) and is analyzed at the plan level.
  • Medi-Cal is broken into categories such as TANF, SPD, Dual, LIC, LTC and separated by Los Angeles, San Bernardino/Riverside, and Orange counties.
  • Medicare business consists of understanding CMS bids, rebates, HCC, RAF scores, risk types, revenue definitions (Parts A & B), and payment integrity.
  • Contracts with health plans such as Aetna, Anthem Blue Cross, Alignment, Blue Shield, IEHP, HealthNet, Humana, SCAN, UHC, Molina, Alignment, Central, Sharp, Scripps, and AHMC.
  • The Inland Empire and San Diego market is broken up into three LCDOs, EPIC, NAMM, and San Diego.
  • Team goals include developing and strengthening existing talent, driving system integration, and leading migration to CapRev to enable real-time data visibility across key partner teams such as Accounting, Payor Contracting, and FP&A. The team is focused on delivering accurate, comprehensive reporting while leveraging large, complex datasets and maintaining a strong understanding of granular data details.

Position Details:
  • Must be team oriented and able to manage time effectively. Should be an expert with Excel and must know SQL.
  • Ability to analyze complex data from multiple health plans in a timely manner relating to capitation revenue, CMS ARC codes, payment methodologies, and various plan codes.
  • Submit month end data loads to Accounting by WD -6. This includes data analysis by health plan and products assigned, reconciliation of data relating to membership, revenue, and PMPM, remittances, cash, SOX documentation regarding highlights for MoM analysis.
  • Work through ad hoc requests and submit reports accurately and on time.
  • Communicate effectively both verbally and written, present in meetings while working remotely from home.
  • Potential challenges include migration to CapRev and working with multiple different teams.

Candidate Profile:
  • Looking for a self-motivated individual with a curious mindset - someone who is eager to learn, ask questions, and continuously grow. The ideal candidate is driven to make meaningful impact, takes initiative, and thrives in an environment where innovation and improvement are encouraged.
  • Has experience in healthcare administration, including managing and analyzing capitation revenue, with a strong understanding of value-based care models and financial performance.
  • Must maintain a positive attitude and demonstrate flexibility to adapt as business needs evolve.
  • Ability to show expert excel skills and able to write basic queries in SQL.
  • Must be able to meet month end Accounting deadlines and can effectively communicate highlights clearly and concisely in an open forum.

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 certification in Accounting, Finance or IT related field
  • 5+ years of healthcare experience
  • Advanced level of proficiency in Microsoft (Outlook, Word, Excel, PowerPoint)

Preferred Qualifications:
  • Strong analytical skills
  • Master's degree or certification in Accounting, Finance or IT related field
  • Master of Business Administration (MBA)
  • SQL
  • Experience with large data sets

Soft Skills:
  • Self-motivated, organized, and possesses a high degree of autonomy and maturity
  • Communicate verbally and written exceptionally well. Speak and present in meetings
  • Fast learner with ability to adapt
  • Ability to multi-task and operate at a high-level under pressure

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 $60,200 to $107,400 annually based on full-time employment. We comply with all minimum wage laws as applicable.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
Application Deadline: This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants.
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.
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.
#RPO, #GREEN

Skills Required

  • Bachelor's degree OR certification in Accounting, Finance or IT related field
  • 5+ years of healthcare experience
  • Advanced level of proficiency in Microsoft (Outlook, Word, Excel, PowerPoint)

What the Team is Saying

Optum Compensation & Benefits Highlights

  • Healthcare Strength Health coverage offers copay and HSA medical options with dental, vision, company‑paid life and disability, and free or low‑cost virtual visits. Feedback suggests the offering is comprehensive and competitive on paper.
  • Parental & Family Support Time off and family supports include PTO, eight paid holidays plus a floating day, six weeks paid parental leave, up to two weeks paid caregiver leave, Bright Horizons back‑up care, and adoption assistance up to $10,000. Feedback suggests these resources are meaningful for caregivers and family needs.
  • Retirement Support Savings programs include a 401(k) with employer match (after one year, vesting after two) and a 10%‑discount Employee Stock Purchase Plan. These programs bolster long‑term financial security when combined with other savings resources.

Optum Insights

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The Company
HQ: Eden Prairie, MN
160,000 Employees
Year Founded: 2011

What We Do

Optum, part of the UnitedHealth Group family of businesses, 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. At Optum, we support your well-being with an understanding team, extensive benefits and rewarding opportunities. By joining us, you’ll have the resources to drive system transformation while we help you take care of your future. We recognize the power of connection to drive change, improve efficiency and make a difference in health care. Join a team where your skills and ideas can make an impact and where collaboration is key to creating technology that produces healthier outcomes.

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Optum Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Optum has three workplace models that balance the needs of the business and the responsibilities of each role. These models, core on‑site (5 days/week), hybrid (4 days/week) and telecommute or fully remote, vary by country, role and location.

Typical time on-site: Not Specified
HQEden Prairie, MN
Metro Manila, Philippines
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Ann Arbor, MI
Atlanta, GA
Baltimore, MD
Bengaluru, India
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Madison, WI
Minneapolis, MN
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Philadelphia, PA
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Raleigh, NC
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Washington, DC
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