Financial Consultant

About the role

This position follows a hybrid schedule with (4) days per week. Our office is located at 1 Optum Circle, Eden Prairie, MN.

Responsibilities

• Support and develop financial reporting and analysis for Optum Health performance, including revenue, medical cost, margin, and key business drivers
• Partner with finance, accounting, actuarial, operations, and market stakeholders to gather inputs, validate assumptions, and support timely Optum Health National decision-making
• Enable scalable planning, reporting, and decision-support capabilities for the maturation of the value-based care strategy and analytics operating model
• Support value-based care benefit planning and multi-year forecasting in support of plan, forecast, and earnings cycles, including alignment to external margin commitments
• Support value-based care pricing, contract, and performance analysis by organizing data, reviewing assumptions, and identifying potential financial impacts
• Track performance against over $2B of value-based care remediation initiatives, including status updates, issue identification, and follow-up with cross-functional partners
• Contribute to process improvements that strengthen planning, reporting, and decision-support capabilities across the team
• Develop, maintain, and enhance standardized financial reporting, KPI dashboards, and executive-ready reporting packages that consolidate market-level financial and operational performance across Care Delivery markets for senior leadership
• Identify opportunities to improve reporting efficiency through automation, process redesign, and utilization of enterprise tools
• Support ad hoc financial analyses and special projects for national finance leadership

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• 2+ years of financial and/or accounting experience, including financial planning, forecasting, reporting, or business analysis
• Experience developing, maintaining, and explaining financial reports, forecasts, budgets, and variance analyses
• Experience working cross-functionally across teams to support financial planning, performance management, and operational initiatives
• Experience analyzing business and financial metrics, identifying trends, and communicating findings and recommendations to management
• Proficiency with Microsoft Excel and PowerPoint, including the ability to organize data, build analyses, and prepare leadership-ready materials
• Written and verbal communication skills, with the ability to translate financial information into clear business insights
• To be considered for this role, candidates must reside within commutable distance to the office at 1 Optum Circle, Eden Prairie, MN

Qualifications

• Experience supporting budget planning, forecast cycles, executive reporting, or financial performance improvement initiatives
• Healthcare finance, value-based care, payer-provider contracting, or Medicare Advantage experience
• Experience with Hyperion Essbase or other financial reporting and data analysis tools
• UnitedHealth Group or Optum experience
• Curiosity and experience using modern tools such as AI, Power BI, or automation solutions to improve workflows, create efficiencies, and continuously enhance business processes
• MBA, CPA, or progress toward an advanced degree or certification

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 - $130,000 annually based on full-time employment. We comply with all minimum wage laws as applicable.

Schedule

Employees are required to have flexibility to work any of our shift schedules during our normal business hours of 8am - 5pm. It may be necessary, given the business need, to work occasional overtime.