Financial Consultant

About the role

The position is a full-time (40 hours/week) hybrid role with 4 in-office days per week. Our office is located at 12921 S Vista Station Blvd, Draper, UT 84020. 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. Join us to start Caring. Connecting. Growing together.

Responsibilities

• Financial Planning, Forecasting, and Performance Analysis: Quarterly forecasting and monthly variance analysis across key business drivers, including membership, risk adjustment, and medical costs
• Develop financial bridges and executive-level insights to explain performance vs. plan and prior periods
• Partner with finance and operational leadership to identify risks, opportunities, and key business trends
• Translate complex financial results into clear, concise insights for senior leadership
• Support preparation of executive presentations, commentary, and business reviews
• Influence decision-making through data-driven storytelling and financial guidance
• Process Improvement and Automation: Develop and enhance financial models, reporting tools, and workflows to improve efficiency and scalability
• Leverage advanced Excel and data tools to manage large datasets and streamline reporting processes
• Provider Compensation and Incentive Calculations: Perform quarterly calculations of provider productivity and quality initiatives that adjust their compensation
• Develop reporting outputs for operations, senior management, and providers; serve as a key contact to explain results and address questions
• SG&A Management: Manage the reporting and analysis of SG&A month end close
• Research and understand business operations to identify cost optimization initiatives
• Lead, track, and follow up with Sr. leaders on SG&A efficiency initiatives
• Oversee the improvement of SG&A management reporting on a detailed and segmented basis to ensure cost tracking and containment with Sr. leaders
• Acquisition Analysis and Presentation: Support financial/qualitative analysis on potential acquisitions of provider groups and network deals
• Strategic and Ad Hoc Analysis: Creation and management of ad hoc requests and reporting from Sr. Management

Qualifications

• Bachelor's Degree in Finance, Accounting, Economics, or related field
• Must be 18 years of age OR older
• 2+ years of experience in financial analysis, FP&A, or related role
• Analytical skills with ability to synthesize complex data into actionable insights
• Advanced proficiency in Excel, including financial modeling and data analysis
• Ability to work on-site
• Ability to work full-time (40 hours/week) Monday - Friday
• Flexibility to work any of our 8-hour shift schedules during our normal business hours of 8:00 am - 5:00 pm MST
• Ability to work occasional overtime

Preferred Qualifications

• CPA license or MBA Degree
• Hyperion Essbase, database, and PeopleSoft experience
• Experience preparing executive-level financial presentations and commentary
• Experience in healthcare

Benefits

We offer a comprehensive benefits package, incentive and recognition programs, equity stock purchase, and 401k contribution (all benefits are subject to eligibility requirements).

Pay

The salary for this role will range from $72,800 to $130,000 annually based on full-time employment. We comply with all minimum wage laws as applicable.