Senior Financial Analyst

Posted 2 Days Ago
Eden Prairie, MN, USA
In-Office
60K-107K Annually
Senior level
Artificial Intelligence • Big Data • Healthtech • Information Technology • Machine Learning • Software • Analytics
The Role
Supports PBM operating-cost finance through forecasting, budgeting, long-range planning, financial reporting, variance analysis, dashboard and template maintenance, and recurring month-end processes. Identifies cost trends, drivers, risks, and opportunities; improves reporting tools and documents processes, assumptions, and methodologies. Requires strong analytical, organizational, communication, and Excel skills, with flexibility to work standard business-hour shifts onsite.
Summary Generated by Built In
Requisition Number: 2380435
This position is Onsite. 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.
The Senior Financial Analyst will support Optum Rx PBM Operating Cost Finance through financial planning, reporting, analysis, and recurring process execution. This role will help maintain forecast and budget templates, refresh standard reporting, analyze financial results, and support timely, accurate delivery of core finance routines. The position requires strong analytical capability, attention to detail, and the ability to organize complex financial information into clear, consistent reporting and templates.
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.
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:
  • Support monthly forecast, budget, and long-range planning processes for PBM operating cost functions
  • Maintain and refresh financial planning templates, reporting files, dashboards, and management packages
  • Prepare, validate, and organize files used in forecast, budget, month-end, and recurring reporting routines
  • Analyze financial results and summarize variances to budget, forecast, and prior year performance
  • Identify cost trends, key drivers, risks, and opportunities through data analysis and reporting
  • Support enhancements to financial reporting tools, templates, and dashboards to improve efficiency, accuracy, and consistency
  • Document reporting processes, assumptions, and methodologies to promote consistency and knowledge sharing

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 Finance, Accounting, Economics, Business Administration, OR related field
  • 1+ years of experience in financial planning and analysis, accounting, corporate finance, OR a related financial role
  • Experience with preparing financial reports, forecasts, budgets, and variance analyses
  • Experience with maintaining templates, recurring reports, and financial presentations
  • Intermediate (or higher) Microsoft Excel skills, including experience in working with large data sets
  • Ability to work any of our full time, shift schedules during our normal business hours of 8:00 am - 5:00 pm

Preferred Qualifications:
  • Healthcare, PBM, managed care, OR operating cost finance experience
  • Experience with financial planning systems such as Essbase, SmartView, Hyperion, Oracle EPM, OR similar tools
  • Experience with Power BI, SQL, Databricks, OR other reporting and analytics platforms
  • Experience with supporting process improvement, reporting automation, OR recurring finance process standardization

Soft Skills:
  • Proven analytical, organizational, written, and verbal communication skills

Key Competencies:
  • Financial planning and analysis
  • Financial reporting and template maintenance
  • Data accuracy and attention to detail
  • Analytical thinking and problem solving
  • Process improvement and documentation
  • Ability to manage recurring deadlines and priorities

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.
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.
#RPO #RED #RPOLinkedIn

Skills Required

  • Bachelor's degree or higher in Finance, Accounting, Economics, Business Administration, or a related field
  • At least 1 year of experience in financial planning and analysis, accounting, corporate finance, or a related financial role
  • Experience preparing financial reports, forecasts, budgets, and variance analyses
  • Experience maintaining templates, recurring reports, and financial presentations
  • Intermediate or higher Microsoft Excel skills, including experience working with large data sets
  • Ability to work full-time shift schedules during normal business hours from 8:00 am to 5:00 pm
  • Healthcare, PBM, managed care, or operating-cost finance experience
  • Experience with financial planning systems such as Essbase, SmartView, Hyperion, Oracle EPM, or similar tools
  • Experience with Power BI, SQL, Databricks, or other reporting and analytics platforms
  • Experience supporting process improvement, reporting automation, or recurring finance process standardization
  • Analytical, organizational, 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.

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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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Atlanta, GA
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Minneapolis, MN
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Philadelphia, PA
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