Senior Financial Analyst

Posted 2 Days Ago
Be an Early Applicant
Dallas, TX, USA
In-Office
60K-107K Annually
Senior level
Artificial Intelligence • Big Data • Healthtech • Information Technology • Machine Learning • Software • Analytics
The Role
Supports financial planning and analysis for behavioral healthcare solutions through month-end close, budgeting, forecasting, long-range modeling, variance analysis, and strategic planning. Develops financial reports, conducts ad hoc analyses, improves reporting processes, supports financial systems and business intelligence implementations, and advises leadership on investments, costs, and business initiatives.
Summary Generated by Built In
Requisition Number: 2385898
This position is National Remote. You'll enjoy the flexibility to telecommute* from anywhere within the U.S. as you take on some tough challenges. For all hires in Minneapolis, Virginia, Maryland, or Washington, D.C. area, you will be required to work in the office for a minimum of four (4) days per week.
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.
Whole Health Solutions is looking for a Senior Financial Analyst to join our team. This role will support financial planning and analysis through month end close, forecast, long-range modeling and strategic partnership to help senior leadership develop, execute, and manage the growth and profitability of the business. Whole Health Solutions is a business comprised of Optum's Behavioral solutions and its Clinical solutions that address needs across a diverse set of conditions along the continuum of care. This role will focus on the Behavioral solutions book of business.
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 8:00 am - 5:00 pm CST or EST time zone.
We offer weeks of 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:
  • Develop and maintain financial reports to clearly communicate actual results, forecasted performance, and variances to forecast
  • Lead role in the annual budget, quarterly forecast, and long-range planning processes
  • Analyze financial results versus budget, forecast, and prior periods, identifying key drivers and trends
  • Identify opportunities to streamline financial processes and improve reporting accuracy
  • Participate in strategic planning initiatives and special projects
  • Conduct ad hoc analyses to support executive decision-making
  • Support implementation and optimization of financial systems and business intelligence solutions
  • Provide financial guidance and support for business initiatives, capital investments, and cost management efforts

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:
  • High School Diploma / GED
  • Must be 18 years of age OR older
  • 2+ years of finance / accounting or systems experience in post graduate or internship experience
  • Experience with working collaboratively and influencing others within a matrix organization
  • Advanced proficiency in Microsoft Excel, including financial modeling experience
  • 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 8:00 am - 5:00 pm CST or EST time zone.

Preferred Qualifications:
  • Healthcare experience
  • Experience with using Hyperion Essbase and PeopleSoft Financials

Telecommuting Requirements:
  • 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:
  • Proven ability to work independently with little supervision, prioritize work and be a self-starter
  • Proven excellent written communication skills and the ability to verbally communicate ideas clearly & confidently

*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 $60,200 - $107,400 annually based on full-time employment. We comply with all minimum wage laws as applicable.
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.
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.

Skills Required

  • High School Diploma or GED
  • At least 18 years of age
  • 2+ years of finance, accounting, or systems experience, including postgraduate or internship experience
  • Experience collaborating with and influencing others in a matrix organization
  • Advanced Microsoft Excel proficiency, including financial modeling experience
  • Flexibility to work Monday through Friday during normal business hours in Central or Eastern time zones
  • Healthcare experience
  • Experience using Hyperion Essbase and PeopleSoft Financials
  • Ability to secure company-sensitive documents and maintain information privacy while telecommuting
  • Dedicated, private work area for telecommuting
  • Access to an approved high-speed internet connection
  • Ability to work independently, prioritize tasks, and demonstrate initiative
  • Excellent written and verbal communication skills

What the Team is Saying

Optum Compensation & Benefits Highlights

  • Parental & Family Support Paid parental leave (six weeks), paid caregiver leave (up to two weeks), Bright Horizons back-up care, and adoption assistance up to $10,000 are prominently included. Feedback suggests these family supports meaningfully aid work-life balance and are often highlighted as strengths.
  • Retirement Support A 401(k) with company match is available to all employees, including part-time staff, alongside other financial protections like disability and life insurance. Feedback suggests broad access and matching make retirement support a core pillar of the package.
  • Equity Value & Accessibility An Employee Stock Purchase Plan offers discounted company stock, with some roles also eligible for sign-on or performance bonuses. Feedback suggests the ESPP is a standout financial perk that helps employees build ownership over time.

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
Cebu, Philippines
Davao, Philippines
Ann Arbor, MI
Atlanta, GA
Baltimore, MD
Bengaluru, India
Chennai, India
Dallas, TX
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Hartford, CT
Houston, TX
Hyderabad, India
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Madison, WI
Minneapolis, MN
Nashville, TN
New Delhi, India
Philadelphia, PA
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Raleigh, NC
San Diego, CA
Washington, DC
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