Financial Consultant - Capital Finance - Eden Prairie, MN
for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must not repeat job title as heading. No Job ID etc. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, application instructions. So we need to extract substantive info. Let's parse the posting: Intro paragraph about Optum: "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." That's about the role/company. Could be "About the role" or "About Optum". Use heading "About the role". We'll put that paragraph(s) in
. Then: "The Financial Consultant Capital Finance is a trusted financial advisor and strategic partner supporting Optum Rx. This role plays a critical part in the planning, governance, and execution of the capital portfolio, representing approximately $425M in annual capital spend. In this role, you will provide financial and operational oversight across capital planning, business case development, forecasting, variance analysis, and performance reporting. You will serve as a key liaison between business leadership, Finance, and enterprise capital governance teams, ensuring alignment with enterprise standards and driving disciplined capital execution." That's also about role. Could be part of About the role. Then sections: "Primary Responsibilities" with bullet list. We need to capture responsibilities as list items under
- .
Responsibilities list:
- Capital Planning & Governance
- Support the development, prioritization, and execution of the capital plan
- Ensure alignment with enterprise capital governance standards, processes, and controls
- Deliver visibility into capital investments, benefits realization, and overall financial outcomes
- Financial Analysis & Decision Support
- Develop financial models and analyses to support business cases and investment decisions
- Evaluate capital initiatives and deliver data-driven recommendations to leadership
- Identify risks and opportunities in capital performance and recommend actionable solutions
- Forecasting & Performance Management
- Manage capital forecasting, budgeting, and variance analysis processes
- Deliver accurate and timely reporting to support business decision-making and accountability
- Drive improvements in forecast accuracy and overall capital efficiency
- Cross-Functional Partnership
- Collaborate across functions to align on capital priorities and performance expectations
- Influence decisions through strong financial insight, communication, and business acumen
- Process & Reporting Optimization
- Enhance capital reporting frameworks to improve transparency and insights
- Identify opportunities to streamline processes, tools, and operational efficiency
- Support continuous improvement of capital planning and tracking capabilities
We need to decide format: Could have a single
- with each responsibility as
- containing sub-bullets? The instruction: Use
- for any list of duties/requirements/benefits. It doesn't forbid nested lists, but we can keep simple: each bullet as
- with the text. Could combine subpoints into one sentence separated by semicolons. But better to preserve detail: we could have each main heading as
- and then nested
- for subpoints. That still uses
- . Acceptable.
Then after responsibilities: "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." That's like a benefits or culture statement. Could go under Benefits? But it's more about rewards/recognition. Could be part of Benefits or maybe a separate section like "Rewards and Recognition". But we only have allowed headings: Benefits, Pay, Schedule, etc. We could put that under Benefits as a prose paragraph.
Then Required Qualifications: list.
- Bachelor's degree in Finance, Accounting, or a related field
- 3+ years of experience in financial planning & analysis, accounting, or related finance roles
- Solid understanding of accounting principles and financial systems
- Proven analytical, problem-solving, and stakeholder management skills
- Demonstrated ability to manage complex financial processes and deliver actionable insights
- Demonstrated solid communication skills with the ability to influence cross-functional stakeholders
Preferred Qualifications:
- Experience supporting capital planning, governance, or investment portfolios
- Experience working in a matrixed or large enterprise environment
- Advanced financial modeling and forecasting skills
Skills: maybe we can combine required and preferred under Qualifications? The instruction: Use headings for Requirements, Qualifications, Skills. We have Required Qualifications and Preferred Qualifications. Could put them under "Requirements" (maybe required) and "Qualifications" (preferred) or combine. But we need to avoid thin sections. Could have a single "Requirements" section with required qualifications, and a "Preferred Qualifications" maybe under same heading? But we have only allowed headings: Requirements, Qualifications, Skills. We could put required under Requirements, preferred under Qualifications. Skills maybe not explicitly listed; we could infer skills from required: analytical, problem-solving, stakeholder management, communication. But better to not invent. If no explicit skills list, we skip Skills section.
Pay: The posting includes: "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 $72,800 to $130,000 annually based on full-time employment. We comply with all minimum wage laws as applicable."
Thus we have Pay info: salary range $72,800 to $130,000 annually. Also mention benefits (but we already have Benefits section). We should not repeat benefits in Pay section; we can keep Pay section focusing on salary range and maybe note that pay based on factors. Avoid filler like "commensurate with experience". The text includes "Pay is based on several factors..." that's substantive. So we can include that.
Benefits: The posting mentions benefits: "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." Also earlier: "Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities." Also "You'll be rewarded and recognized for your performance..." So we can combine.
We need to avoid boilerplate like EEO etc. Remove those paragraphs at end.
Schedule: Not mentioned. So we omit Schedule section.
Now construct HTML.
We'll have:
About the role
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.
The Financial Consultant Capital Finance is a trusted financial advisor and strategic partner supporting Optum Rx. This role plays a critical part in the planning, governance, and execution of the capital portfolio, representing approximately $425M in annual capital spend. In this role, you will provide financial and operational oversight across capital planning, business case development, forecasting, variance analysis, and performance reporting. You will serve as a key liaison between business leadership, Finance, and enterprise capital governance teams, ensuring alignment with enterprise standards and driving disciplined capital execution.
Then Responsibilities:Responsibilities
- Capital Planning & Governance
- Support the development, prioritization, and execution of the capital plan
- Ensure alignment with enterprise capital governance standards, processes, and controls
- Deliver visibility into capital investments, benefits realization, and overall financial outcomes
- Financial Analysis & Decision Support
- Develop financial models and analyses to support business cases and investment decisions
- Evaluate capital initiatives and deliver data-driven recommendations to leadership
- Identify risks and opportunities in capital performance and recommend actionable solutions
- Forecasting & Performance Management
- Manage capital forecasting, budgeting, and variance analysis processes
- Deliver accurate and timely reporting to support business decision-making and accountability
- Drive improvements in forecast accuracy and overall capital efficiency
- Cross-Functional Partnership
- Collaborate across functions to align on capital priorities and performance expectations
- Influence decisions through strong financial insight, communication, and business acumen
- Process & Reporting Optimization
- Enhance capital reporting frameworks to improve transparency and insights
- Identify opportunities to streamline processes, tools, and operational efficiency
- Support continuous improvement of capital planning and tracking capabilities
Requirements
- Bachelor's degree in Finance, Accounting, or a related field
- 3+ years of experience in financial planning & analysis, accounting, or related finance roles
- Solid understanding of accounting principles and financial systems
- Proven analytical, problem-solving, and stakeholder management skills
- Demonstrated ability to manage complex financial processes and deliver actionable insights
- Demonstrated solid communication skills with the ability to influence cross-functional stakeholders
Qualifications
- Experience supporting capital planning, governance, or investment portfolios
- Experience working in a matrixed or large enterprise environment
- Advanced financial modeling and forecasting skills
Benefits
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). You'll find a far-reaching choice of benefits and incentives, and a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. 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.
Then Pay:Pay
Pay is based on several factors including local labor markets, education, work experience, certifications, and other considerations. The salary for this role ranges from $72,800 to $130,000 annually for full-time employment, and we comply with all applicable minimum wage laws.
We should not include Schedule. Check for any repeated content: We have benefits paragraph includes some duplication but okay. We must not include boilerplate like EEO etc. We removed. Now output only HTML fragment. - Capital Planning & Governance
- . Acceptable.
Then after responsibilities: "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." That's like a benefits or culture statement. Could go under Benefits? But it's more about rewards/recognition. Could be part of Benefits or maybe a separate section like "Rewards and Recognition". But we only have allowed headings: Benefits, Pay, Schedule, etc. We could put that under Benefits as a prose paragraph.
Then Required Qualifications: list.
- Bachelor's degree in Finance, Accounting, or a related field
- 3+ years of experience in financial planning & analysis, accounting, or related finance roles
- Solid understanding of accounting principles and financial systems
- Proven analytical, problem-solving, and stakeholder management skills
- Demonstrated ability to manage complex financial processes and deliver actionable insights
- Demonstrated solid communication skills with the ability to influence cross-functional stakeholders
Preferred Qualifications:
- Experience supporting capital planning, governance, or investment portfolios
- Experience working in a matrixed or large enterprise environment
- Advanced financial modeling and forecasting skills
Skills: maybe we can combine required and preferred under Qualifications? The instruction: Use headings for Requirements, Qualifications, Skills. We have Required Qualifications and Preferred Qualifications. Could put them under "Requirements" (maybe required) and "Qualifications" (preferred) or combine. But we need to avoid thin sections. Could have a single "Requirements" section with required qualifications, and a "Preferred Qualifications" maybe under same heading? But we have only allowed headings: Requirements, Qualifications, Skills. We could put required under Requirements, preferred under Qualifications. Skills maybe not explicitly listed; we could infer skills from required: analytical, problem-solving, stakeholder management, communication. But better to not invent. If no explicit skills list, we skip Skills section.
Pay: The posting includes: "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 $72,800 to $130,000 annually based on full-time employment. We comply with all minimum wage laws as applicable."
Thus we have Pay info: salary range $72,800 to $130,000 annually. Also mention benefits (but we already have Benefits section). We should not repeat benefits in Pay section; we can keep Pay section focusing on salary range and maybe note that pay based on factors. Avoid filler like "commensurate with experience". The text includes "Pay is based on several factors..." that's substantive. So we can include that.
Benefits: The posting mentions benefits: "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." Also earlier: "Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities." Also "You'll be rewarded and recognized for your performance..." So we can combine.
We need to avoid boilerplate like EEO etc. Remove those paragraphs at end.
Schedule: Not mentioned. So we omit Schedule section.
Now construct HTML.
We'll have:
- containing sub-bullets? The instruction: Use