Senior Financial Consultant

Posted 3 Days Ago
Be an Early Applicant
Dallas, TX, USA
In-Office
92K-164K Annually
Senior level
Artificial Intelligence • Big Data • Healthtech • Information Technology • Machine Learning • Software • Analytics
The Role
Provide financial analytics, planning, and reporting to support Account Management and client performance. Build financial models, analyze revenue/margin across channels, support renewal and pricing discussions, collaborate on budgeting/forecasting, and present findings to leadership. Leverage technology for reporting and drive process improvements to optimize client financial outcomes.
Summary Generated by Built In
Requisition Number: 2376002
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.
This role is responsible for all aspects of financial analytics, planning, and reporting in support of our Account Management teams and the clients they manage.
Responsibilities include reporting and analysis to business and finance leadership with a dotted line support to Account management leadership; presents findings and recommendations to management.
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 8am - 5pm local time zone. It may be necessary, given the business need, to work occasional overtime.
This will be on the job training and the hours during training will be based on your schedule or will be discussed on your first day of employment.
Primary Responsibilities:
  • Provide primary financial support for one or more OptumRx business division and its leaders
  • Create and maintain a tight alignment with the pricing team and become active participants in understanding client renewal cycles and the overall financial drivers and implications to their renewals or market checks.
  • Understand and influence ability to manage client discount guarantee performance, and seek to make timely changes with the contract management team.
  • Create analytics which will turn insights into action, driving improved client financial performance.
  • Participate in client strategy discussions to seek opportunities for increased performance.
  • Develop deep knowledge of the client's unique plan designs and analyze volume, revenue, and margin across all OptumRx channels (retail, home delivery, Specialty). Anticipate profitability changes as client plan designs change, and react quickly to unusual trends.
  • Develop understanding of monthly trends for margin channels to the extent that fluctuations impacted specific client financials.
  • Interface with business leaders and build relationships in support of financial planning and performance measurement including reporting and analysis
  • Collaborate with cross-functional teams in conjunction with budgeting and forecasting process
  • Assist in managing business relationships on behalf of the broader Finance organization and Leadership
  • Leverage technology and carry out process improvement activities

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:
  • BA / BS Bachelor's Degree (or higher) in Accounting, Finance, or related field
  • 5+ years of relevant financial analysis or accounting experience
  • Experience with MS Office Suite, and other technology tools
  • Progressive financial work experience
  • Advanced skills in MS Excel (pivots, formulas, summarization skills)
  • Ability to work full-time Monday - Friday. Employees are required to have flexibility to work any of our shift schedules during our normal business hours of 8am - 5pm local time zone. It may be necessary, given the business need, to work occasional overtime

Preferred Qualifications:
  • PBM experience
  • Project management or process improvement experience
  • Healthcare experience
  • Hyperion Essbase and/or Power BI
  • Proficient skills with SQL
  • Tableau experience
  • CRM experience (Salesforce, etc.)

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:
  • Strong Curiosity - our strongest and best are full of business curiosity
  • Strong attention to detail and accuracy
  • Ability to work in a matrix environment while positively influencing other functional areas

*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 $91,700 - $163,700 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

  • Bachelor's degree in Accounting, Finance, or related field
  • 5+ years of relevant financial analysis or accounting experience
  • Advanced MS Excel skills (pivots, formulas, summarization)
  • Experience with MS Office Suite and other technology tools
  • Progressive financial work experience supporting business leaders
  • Ability to work full-time Monday-Friday with schedule flexibility and occasional overtime
  • Ability to maintain secure handling of company sensitive documents and a dedicated remote work area with high-speed internet
  • PBM (pharmacy benefit manager) experience
  • Project management or process improvement experience
  • Healthcare industry experience
  • Experience with Hyperion Essbase and/or Power BI
  • Proficient SQL skills
  • Tableau experience
  • CRM experience (Salesforce or similar)

What the Team is Saying

Optum Compensation & Benefits Highlights

  • Healthcare Strength Official materials highlight copay and HSA medical plan choices with in‑network preventive care at 100%, prescription coverage, and low/no‑cost virtual visits, plus company HSA contributions. Dental preventive services are 100% in network, and mental health resources include an EAP and premium Calm access.
  • Parental & Family Support Programs include six weeks paid parental leave, up to two weeks paid caregiver leave, and Bright Horizons back‑up care with enhanced family supports. Adoption assistance up to $10,000 for full‑time employees reinforces family‑oriented benefits.
  • Equity Value & Accessibility Financial benefits include an Employee Stock Purchase Plan at a 10% discount, expanding access to equity ownership.

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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
Detroit, MI
Dublin, Ireland
Hartford, CT
Houston, TX
Hyderabad, India
Jacksonville, FL
Las Vegas, NV
Letterkenny, Ireland
Louisville, KY
Madison, WI
Minneapolis, MN
Nashville, TN
New Delhi, India
Philadelphia, PA
Phoenix, AZ
Pune, India
Raleigh, NC
San Diego, CA
Washington, DC
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