Financial Consultant
Optum · Dallas, TX · 5 days ago
Sales$73k–$130k/yrFull-time
About the role
This role sits within the 340B finance team supporting financial planning, forecasting, reporting, and strategic partnership activities. This position plays a key role in driving financial discipline, enabling data-driven decision-making, and ensuring alignment with leadership priorities across the 340B program.
Responsibilities
- Lead key components of end-to-end financial planning processes, including forecasting, budgeting, month-end close, and long-term planning, ensuring alignment with business strategies and financial calendar deliverables
- Analyze and interpret key financial and operational metrics, including consolidated performance indicators, and translate results into actionable insights, highlighting risks and opportunities for leadership
- Prepare and present monthly variance analysis (actuals vs. forecast/budget) and clearly communicate key drivers and recommendations to senior leadership
- Partner cross-functionally with business leaders to provide financial guidance, support decision-making, and identify trends impacting performance
- Develop, enhance, and maintain financial reporting to effectively communicate performance, forecasts, and variance drivers
- Lead or contribute to ad-hoc financial analyses and strategic initiatives across the organization
- Demonstrate agility in managing competing priorities and evolving business needs while delivering clear, concise, and impactful financial insights
Requirements
- High School Diploma / GED OR equivalent work experience
- Must be 18 years of age OR older
- 3+ years of experience in financial planning & analysis (FP&A) or accounting
- Experience building, maintaining, and improving financial models, with strong financial statement analysis skills
- Analytical and problem-solving skills, including the ability to identify risks and opportunities, assess implications, and recommend actionable solutions
- Intermediate to advanced Microsoft Excel skills (e.g., Pivot Tables, INDEX/MATCH, VLOOKUP, SUMIFS)
- Ability to synthesize complex financial data and communicate insights effectively to both financial and non-financial audiences
- Experience using Microsoft Copilot and/or AI-enabled tools to drive efficiency
- Ability to work full time Monday - Friday. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours of 8:00am - 5:00pm local time
Qualifications
- High School Diploma / GED OR equivalent work experience
- Must be 18 years of age OR older
- 3+ years of experience in financial planning & analysis (FP&A) or accounting
- Experience building, maintaining, and improving financial models, with strong financial statement analysis skills
- Analytical and problem-solving skills, including the ability to identify risks and opportunities, assess implications, and recommend actionable solutions
- Intermediate to advanced Microsoft Excel skills (e.g., Pivot Tables, INDEX/MATCH, VLOOKUP, SUMIFS)
- Ability to synthesize complex financial data and communicate insights effectively to both financial and non-financial audiences
- Experience using Microsoft Copilot and/or AI-enabled tools to drive efficiency
- Ability to work full time Monday - Friday. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours of 8:00am - 5:00pm local time
Skills
- Strong analytical and problem-solving skills
- Intermediate to advanced Microsoft Excel skills
- Ability to synthesize complex financial data and communicate insights effectively
- Experience using Microsoft Copilot and/or AI-enabled tools
- Ability to work full time Monday - Friday with flexible shift scheduling
Benefits
- Comprehensive benefits package
- Incentive and recognition programs
- Equity stock purchase
- 401(k) contribution
Pay
The salary for this role will range from $72,800 - $130,000 annually based on full-time employment. We comply with all minimum wage laws as applicable.
Schedule
This position is full time Monday - Friday. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours of 8:00am - 5:00pm local time.