Senior Financial Analyst

About the role

We are seeking a highly analytical and detail-oriented Senior Financial Analyst to join the Optum California Operations Finance team. This role supports workforce planning, operational finance, forecasting, financial modeling, and business analytics activities across the organization. The ideal candidate will possess strong financial and analytical skills with the ability to interpret complex data, identify trends, and provide actionable insights that support operational and financial decision-making. This position plays a key role in workforce planning and operational performance management by partnering with clinical, operational, and finance leaders to develop analyses, forecasts, reports, and financial models that support organizational goals. The ideal candidate will be a critical thinker with strong communication skills who can effectively explain financial and workforce planning results to both financial and non-financial audiences.

Responsibilities

• Develop, maintain, and enhance workforce planning, staffing, productivity, and financial models to support operational and strategic initiatives
• Support monthly forecasting, annual budgeting, long-range planning, and workforce planning activities for assigned business areas
• Analyze financial, operational, and workforce data to identify trends, risks, opportunities, and performance drivers
• Prepare and maintain recurring reporting, dashboards, scorecards, and ad hoc analyses for operational and executive leadership
• Conduct variance analyses and provide meaningful explanations of results compared to budget, forecast, and prior periods
• Support scenario modeling and sensitivity analyses to evaluate staffing, productivity, growth, and operational initiatives
• Partner with clinical, operational, and finance stakeholders to gather requirements, validate assumptions, and communicate analysis results
• Present analyses and recommendations in a clear and concise manner to support decision-making
• Interpret workforce planning outputs and explain underlying assumptions, productivity metrics, and financial impacts to business leaders
• Monitor key performance indicators including staffing, productivity, utilization, operating expenses, and other operational measures
• Ensure accuracy, consistency, and integrity of financial models, reports, and analytical deliverables
• Support process improvement initiatives that enhance reporting, forecasting accuracy, and operational efficiency
• Assist with special projects, business cases, and strategic analyses as assigned

Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, Healthcare Administration, or a related field
• Must be 18 years of age or older
• 3+ years of experience in financial analysis, workforce planning, FP&A, operational finance, business analytics, or related fields
• Advanced proficiency in Microsoft Excel including financial modeling, scenario analysis, pivot tables, lookups, and large dataset analysis
• Experience working with business intelligence and analytics tools such as Power BI, Tableau, SQL, Python, or similar platforms
• Experience developing forecasts, budgets, workforce plans, and financial analyses
• Experience working with large and complex datasets and multiple data sources

Preferred Qualifications

• Healthcare industry experience within a provider, payer, medical group, IPA, or value-based care environment
• Experience supporting workforce planning, productivity analysis, labor planning, or operational finance functions
• Experience creating dashboards and visualizations using Power BI or Tableau
• Experience working in a matrixed organization with multiple stakeholders
• Experience supporting operational leaders through financial and workforce planning analyses
• Demonstrated collaborative working style with strong customer service and business partnership skills

Telecommuting Requirements

• Reside within commutable distance to the office at 9 Technology Drive, Irvine, CA
• Ability to keep all company sensitive documents secure (if applicable)
• Required to have a dedicated work area established that is separated from other living areas and provides information privacy
• Must live in a location that can receive a UnitedHealth Group approved high-speed internet connection or leverage an existing high-speed internet service

Soft Skills

• Strong analytical, quantitative, and problem-solving skills
• Strong verbal and written communication skills with the ability to present data and findings to non-financial audiences
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Ability to work independently while collaborating effectively across teams
• Proven attention to detail and commitment to data accuracy
• Demonstrated ability to communicate complex financial and operational concepts to diverse audiences
• Demonstrated ability to identify business issues, investigate root causes, and recommend solutions

Pay

The hourly pay for this role will range from $16 - $29 per hour based on full-time employment. We comply with all minimum wage laws as applicable.

Schedule

This position follows an Office-Based schedule with 3 in-office days per week. Our office is located at 9 Technology Drive, Irvine, CA. This position is full-time, Monday - Friday. Employees are required to work an 8-hour shift schedule during our normal business hours of 8:00 am - 5:00 pm PST. It may be necessary, given the business need, to work occasional overtime. Training will be conducted Monday - Friday, 8:00 am - 5:00 pm.