The Role
Lead FP&A activities including budgeting, forecasting, month-end variance analysis, ERP-based reporting, executive presentations, ad-hoc financial modeling, and cross-functional collaboration to support strategic decisions and improve FP&A processes.
Summary Generated by Built In
Requisition Number: 2347077
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.
Candidates applying for this position must have 8+ years of combined experience in finance and/or financial systems, and extensive knowledge of FP&A or a similar role. Candidates must be self-starter with solid work ethics with solid F&A background.
Primary Responsibilities:
Required Qualifications:
Preferred Qualification:
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.
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.
Candidates applying for this position must have 8+ years of combined experience in finance and/or financial systems, and extensive knowledge of FP&A or a similar role. Candidates must be self-starter with solid work ethics with solid F&A background.
Primary Responsibilities:
- Forecasting & Budgeting: Gather financial assumptions from business partners, validate inputs, build and maintain forecast models to support quarterly and annual planning cycles, and assist in setting budget targets and preparing consolidated financial forecasts
- Month-End Close Support: Perform variance analysis between actuals and forecasts, ensure timely and accurate posting of financial data in ERP systems (MPWR, PeopleSoft, Essbase, Oracle EPM), and reconcile discrepancies with clear explanations
- ERP Navigation & Reporting: Utilize MPWR, Essbase, Oracle EPM and PeopleSoft for data extraction, reporting, and maintaining data integrity
- Process Improvement: Support enhancements to FP&A processes and systems to improve efficiency and accuracy
- Leadership Reporting: Prepare executive-level presentations and reports using PowerPoint, delivering data-driven insights on financial performance, trends, and key drivers to functional leadership
- Ad-Hoc Analysis & Reporting: Respond to dynamic requests from senior management with quick turnaround and high accuracy; conduct financial modeling and scenario analysis to support strategic decision-making
- Cross-Functional Collaboration: Work closely with internal stakeholders to align pricing decisions and financial strategies with corporate goals
- Comply with the terms and conditions of the employment contract, company policies and procedures, and any and all directives (such as, but not limited to, transfer and/or re-assignment to different work locations, change in teams and/or work shifts, policies in regards to flexibility of work benefits and/or work environment, alternative work arrangements, and other decisions that may arise due to the changing business environment). The Company may adopt, vary or rescind these policies and directives in its absolute discretion and without any limitation (implied or otherwise) on its ability to do so
Required Qualifications:
- Bachelor's degree in finance or accounting. CA/ MBA (Finance) from good business school
- General knowledge of accounting/financial/operational principles. Excellent analytical and data analysis skills
- Basic understanding of financial statements and variance analysis
- Technical Skills:
- Knowledge of PowerPoint for executive reporting
- Familiarity with ERP & BI tools (Oracle, PowerBI)
- Exposure to SQL or data visualization tools
- Advanced Excel (Pivot Tables, VLOOKUP/Index Match, basic modeling)
- Core FP&A Exposure: Budgeting, forecasting, and reporting experience. Experience developing financial reports and metrics
- Proven solid communication, analytical thinking, attention to detail, ability to work independently and meet deadlines
- Proven superior attention to detail and ability to successfully manage multiple competing priorities while maintaining a view of the big picture
- Proven interpersonal and communication skills with the ability to interact with various management levels
- Proven ability to manage multiple tasks and adapt to a changing, fast-paced environment
Preferred Qualification:
- Exposure to MPWR, Essbase, Oracle EPM and PeopleSoft
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.
Skills Required
- Bachelor's degree in finance or accounting
- CA or MBA (Finance)
- 8+ years combined experience in finance and/or financial systems with FP&A exposure
- General knowledge of accounting, financial and operational principles
- Basic understanding of financial statements and variance analysis
- Advanced Excel (Pivot Tables, VLOOKUP/Index Match, basic modeling)
- Familiarity with ERP and BI tools (Oracle, PowerBI)
- Exposure to SQL or data visualization tools
- Proven communication, analytical thinking, attention to detail, and ability to meet deadlines
- Experience preparing executive-level presentations and leadership reporting (PowerPoint)
- Core FP&A experience: budgeting, forecasting, reporting, developing financial reports and metrics
- Exposure to MPWR, Essbase, Oracle EPM and PeopleSoft
Optum Compensation & Benefits Highlights
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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.
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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.
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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.
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The Company
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
