Senior Financial Consultant - Eden Prairie, MN

Posted 6 Days Ago
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Eden Prairie, MN, USA
In-Office
92K-164K Annually
Senior level
Artificial Intelligence • Big Data • Healthtech • Information Technology • Machine Learning • Software • Analytics
The Role
The Senior Financial Consultant supports Optum Health FP&A through forecasting, long-range financial modeling, earnings and close cycles. The role consolidates business forecasts, prepares executive presentations and financial data packs, improves ledger reporting capabilities, streamlines VBC and FFS reporting, and provides actionable financial insights to leadership. The consultant partners with finance, data management, revenue, medical, SG&A, and membership stakeholders while driving process improvements using AI and data management tools.
Summary Generated by Built In
Requisition Number: 2389355
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 Consultant role will serve as a key finance liaison, who will report to the Senior Director of Optum Health Finance and work in close partnership with Optum Health FP&A business teams, controllership, and Optum Corporate. This role will support the financial planning and analysis of forecast, long-range modeling, earnings, close and other key financial cycles to help senior leadership develop, execute, and manage the growth and profitability of the business. The ideal candidate will possess solid financial, analytical, and communication skills with the ability to interpret complex data, identify trends, and provide actionable insights that support operational and financial decision-making.
This position follows an office-based schedule with four in-office days per week. If you are located in MN, you will follow an office-based schedule with four in-office days per week.
Primary Responsibilities:
  • Work with various Optum Health business stakeholders including Revenue, Medical, SG&A, and Membership teams to consolidate forecast / long rang model and assist in building up Optum Health financial story for leadership
  • Prepare executive-level presentations and excel materials that clearly communicate financial results and recommendations to senior leadership
  • Serve as a subject matter expert on ledger capabilities, identifying opportunities to strengthen FP&A processes and reporting. Proactively recommend enhancements to the ledger to better support business needs
  • Own and produce all forecast, long range model, earnings, and close data packs
  • Act as the financial reporting conduit between data management team and Optum Health FP&A consolidation team
  • Partner with VBC and SG&A teams to streamline VBC vs FFS reporting
  • Drive process improvements by leveraging AI and other data management tools
  • Communicate effectively to build solid relationships with business stakeholders

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:
  • BS/BA degree in Finance, Accounting, Economics, or a related field
  • 3+ years of experience in financial modeling, analysis, and forecasting
  • Demonstrated Advanced proficiency in Excel
  • Essbase and / or smartview experience
  • Microsoft Office experience

Preferred Qualifications:
  • MBA or CPA
  • SQL Experience

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 $91,700 - $163,700 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.

Skills Required

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field
  • 3+ years of experience in financial modeling, analysis, and forecasting
  • Advanced proficiency in Excel
  • Experience with Essbase and/or Smart View
  • Microsoft Office experience
  • MBA or CPA
  • SQL experience

What the Team is Saying

Optum Compensation & Benefits Highlights

  • Leave & Time Off Breadth — PTO is generally described as decent or good, and many note it as a strong part of the package. Actual ability to take time off can depend on workload and team coverage.
  • Retirement Support — Offerings include a 401(k) with employer match and access to an employee stock purchase plan, which are highlighted as meaningful components of total rewards. These programs are consistently referenced among core benefits.
  • Parental & Family Support — Parental and caregiver leave, along with adoption assistance, are publicly highlighted and viewed as notable elements of the package. Availability can be role-specific, but these supports contribute to overall breadth where offered.

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
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