Jobs · Sales

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.

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