Senior Financial Analyst- Remote,
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we need to decide which sections have content.
We have:
- About the role: description of Optum, mission, culture, impact. That's substantive.
- Responsibilities: list of primary responsibilities (multiple bullet points). Should be - .
- Requirements: includes Required Qualifications (Bachelor's degree, age, 2+ years experience, analytical skills, Excel proficiency, ability to work on-site, full-time, flexibility, occasional overtime). Also maybe "Telecommuting Requirements" but that's more about remote work; but we can include under Requirements or separate? The instruction: include a section ONLY when posting has real, specific content. We have Required Qualifications and Preferred Qualifications. Could combine into Requirements and Preferred? But they said sections: Requirements, Qualifications, Skills, Benefits, Pay, Schedule. They differentiate Requirements vs Qualifications vs Skills. Usually Requirements = required qualifications, Qualifications = preferred qualifications, Skills = maybe specific skills. We'll map:
- Requirements: Required Qualifications (bullet list).
- Qualifications: Preferred Qualifications (bullet list).
- Skills: maybe we can extract skills like Advanced proficiency in Excel, financial modeling, data analysis, ability to synthesize complex data, etc. But those are already in Required Qualifications. Could still put under Skills but risk duplication. Better to follow instruction: prefer few substantive sections over many thin ones. So we could combine Required and Preferred into one "Requirements" section? But they said we can use sections as needed. We'll decide:
Sections:
- About the role (h3) with paragraph(s) about Optum mission, culture, impact.
- Responsibilities (h3) with ul of duties.
- Requirements (h3) with ul of required qualifications.
- Qualifications (h3) with ul of preferred qualifications.
- Benefits (h3) with paragraph about benefits package (comprehensive benefits, incentive, recognition, equity stock purchase, 401k). Also mention training weeks? That's more about training but could be part of Benefits? Not exactly. We'll include benefits.
- Pay (h3) with paragraph about salary range $72,800 to $130,000 annually.
- Schedule (h3) with paragraph about hybrid schedule: 4 days per week in-office, full-time 40 hours/week Monday-Friday, flexibility to work any 8-hour shift 8am-5pm MST, occasional overtime.
We must not include boilerplate like EEO, drug free workplace, application deadline, etc. Also remove duplicated lines (office address appears twice; we can include once maybe in About the role or Schedule). We need to preserve all substantive information; not invent or summarize away detail. So we need to keep the office address, hybrid schedule details, training weeks, etc.
Let's extract substantive content:
About Optum/Optum mission: "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. We don't just aspire to help people live healthier lives, we have the know-how to help make it a reality for millions."
That's about the role/company.
Responsibilities: list:
- Financial Planning, Forecasting, and Performance Analysis:
* Quarterly forecasting and monthly variance analysis across key business drivers, including membership, risk adjustment, and medical costs
* Develop financial bridges and executive-level insights to explain performance vs. plan and prior periods
* Partner with finance and operational leadership to identify risks, opportunities, and key business trends
- Executive Communication and Business Partnership:
* Translate complex financial results into clear, concise insights for senior leadership
* Support preparation of executive presentations, commentary, and business reviews
* Influence decision-making through data-driven storytelling and financial guidance
- Process Improvement and Automation:
* Develop and enhance financial models, reporting tools, and workflows to improve efficiency and scalability
* Leverage advanced Excel and data tools to manage large datasets and streamline reporting processes
- Provider Compensation and Incentive Calculations:
* Perform quarterly calculations of provider productivity and quality initiatives that adjust their compensation
* Develop reporting outputs for operations, senior management, and providers; serve as a key contact to explain results and address questions
- SG&A Management:
* Manage the reporting and analysis of SG&A month end close
* Research and understand business operations to identify cost optimization initiatives
* Lead, track, and follow up with Sr. leaders on SG&A efficiency initiatives
* Oversee the improvement of SG&A management reporting on a detailed and segmented basis to ensure cost tracking and containment with Sr. leaders
* Partner with operational Sr. leaders to assist in setting statistical metrics to enhance awareness of operational performance and decisions around FTE management
- Acquisition Analysis and Presentation:
* Support financial/qualitative analysis on potential acquisitions of provider groups and network deals
- Strategic and Ad Hoc Analysis:
* Creation and management of ad hoc requests and reporting from Sr. Management
We need to preserve all. Could group under headings? But we only have
- for any list. We could just make a flat list of all responsibilities. However the posting has headings inside responsibilities; we could keep them as part of list items? Probably better to keep as list items with the heading text as part of the item. Eg "
- Financial Planning, Forecasting, and Performance Analysis: Quarterly forecasting and monthly variance analysis across key business drivers, including membership, risk adjustment, and medical costs; Develop financial bridges and executive-level insights to explain performance vs. plan and prior periods; Partner with finance and operational leadership to identify risks, opportunities, and key business trends
" But that loses some detail. Better to keep each bullet as separate item, preserving the subheadings as separate items? Could do:
- Financial Planning, Forecasting, and Performance Analysis: Quarterly forecasting and monthly variance analysis across key business drivers, including membership, risk adjustment, and medical costs
- Develop financial bridges and executive-level insights to explain performance vs. plan and prior periods
- Partner with finance and operational leadership to identify risks, opportunities, and key business trends
But we cannot use unless we want; but HTML allows any tags. The instruction didn't forbid other tags. It just said use for headings, - for any list,
for prose. It didn't say we cannot use other tags like . Safer to stick to only those? It says "Use for section headings ... Use - for any list of duties/requirements/benefits, and
for prose." It doesn't forbid other tags, but to be safe we can avoid extra tags and just include the text as is.
We could keep the subheadings as separate list items, but then we lose the grouping. However it's still preserving all info; each line is a separate bullet. That's acceptable.
Thus responsibilities list items:
- Quarterly forecasting and monthly variance analysis across key business drivers, including membership, risk adjustment, and medical costs
- Develop financial bridges and executive-level insights to explain performance vs. plan and prior periods
- Partner with finance and operational leadership to identify risks, opportunities, and key business trends
- Translate complex financial results into clear, concise insights for senior leadership
- Support preparation of executive presentations, commentary, and business reviews
- Influence decision-making through data-driven storytelling and financial guidance
- Develop and enhance financial models, reporting tools, and workflows to improve efficiency and scalability
- Leverage advanced Excel and data tools to manage large datasets and streamline reporting processes
- Perform quarterly calculations of provider productivity and quality initiatives that adjust their compensation
- Develop reporting outputs for operations, senior management, and providers; serve as a key contact to explain results and address questions
- Manage the reporting and analysis of SG&A month end close
- Research and understand business operations to identify cost optimization initiatives
- Lead, track, and follow up with Sr. leaders on SG&A efficiency initiatives
- Oversee the improvement of SG&A management reporting on a detailed and segmented basis to ensure cost tracking and containment with Sr. leaders
- Partner with operational Sr. leaders to assist in setting statistical metrics to enhance awareness of operational performance and decisions around FTE management
- Support financial/qualitative analysis on potential acquisitions of provider groups and network deals
- Creation and management of ad hoc requests and reporting from Sr. Management
That's all.
Now Required Qualifications:
- Bachelor's Degree in Finance, Accounting, Economics, or related field
- Must be 18 years of age OR older
- 2+ years of experience in financial analysis, FP&A, or related role
- Analytical skills with ability to synthesize complex data into actionable insights
- Advanced proficiency in Excel, including financial modeling and data analysis
- Ability to work on-site. Our office is located at 12921 S Vista Station Blvd, Draper, UT 84020
- Ability to work full-time (40 hours/week) Monday - Friday. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours of 8:00 am - 5:00 pm MST.
- It may be necessary, given the business need, to work occasional overtime
Note: The office address appears also in Telecommuting Requirements; we can include once.
Preferred Qualifications:
- CPA license or MBA Degree
- Hyperion Essbase, database, and PeopleSoft experience
- Experience preparing executive-level financial presentations and commentary
- Experience in healthcare
- Ability to create a positive team-based work environment
Telecommuting Requirements: Actually there is a section "Telecommuting Requirements" with bullet points about residing within commutable distance, dedicated work area, high-speed internet, adhere to policy. This is substantive; we could include under Requirements or a separate section like "Telecommuting". But the instruction says we can use sections like Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Telecommuting is not listed but we could treat as part of Requirements or maybe as a separate section if we want. However to keep few sections, we could incorporate those points into Requirements (since they are requirements for remote work). But the posting says "Telecommuting Requirements" - it's about remote work eligibility. Since the role is hybrid (4 days in-office), telecommuting requirements are relevant. We'll include them under Requirements as additional bullet points.
Thus Required Qualifications bullets will also include:
- Reside within commutable distance to the office at 12921 S Vista Station Blvd, Draper, UT 84020
- 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.
- All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy
But note: The role is hybrid with 4 days in-office, so remote work maybe 1 day? Still these are requirements.
Now Benefits:
- We offer weeks of on-the-job training. The hours of the training will be aligned with your schedule.
- 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
- for any list. We could just make a flat list of all responsibilities. However the posting has headings inside responsibilities; we could keep them as part of list items? Probably better to keep as list items with the heading text as part of the item. Eg "
- Financial Planning, Forecasting, and Performance Analysis: Quarterly forecasting and monthly variance analysis across key business drivers, including membership, risk adjustment, and medical costs; Develop financial bridges and executive-level insights to explain performance vs. plan and prior periods; Partner with finance and operational leadership to identify risks, opportunities, and key business trends " But that loses some detail. Better to keep each bullet as separate item, preserving the subheadings as separate items? Could do:
- Financial Planning, Forecasting, and Performance Analysis: Quarterly forecasting and monthly variance analysis across key business drivers, including membership, risk adjustment, and medical costs
- Develop financial bridges and executive-level insights to explain performance vs. plan and prior periods
- Partner with finance and operational leadership to identify risks, opportunities, and key business trends But we cannot use unless we want; but HTML allows any tags. The instruction didn't forbid other tags. It just said use
- for any list,
for prose. It didn't say we cannot use other tags like . Safer to stick to only those? It says "Use
for section headings ... Use
- for any list of duties/requirements/benefits, and
for prose." It doesn't forbid other tags, but to be safe we can avoid extra tags and just include the text as is. We could keep the subheadings as separate list items, but then we lose the grouping. However it's still preserving all info; each line is a separate bullet. That's acceptable. Thus responsibilities list items: - Quarterly forecasting and monthly variance analysis across key business drivers, including membership, risk adjustment, and medical costs - Develop financial bridges and executive-level insights to explain performance vs. plan and prior periods - Partner with finance and operational leadership to identify risks, opportunities, and key business trends - Translate complex financial results into clear, concise insights for senior leadership - Support preparation of executive presentations, commentary, and business reviews - Influence decision-making through data-driven storytelling and financial guidance - Develop and enhance financial models, reporting tools, and workflows to improve efficiency and scalability - Leverage advanced Excel and data tools to manage large datasets and streamline reporting processes - Perform quarterly calculations of provider productivity and quality initiatives that adjust their compensation - Develop reporting outputs for operations, senior management, and providers; serve as a key contact to explain results and address questions - Manage the reporting and analysis of SG&A month end close - Research and understand business operations to identify cost optimization initiatives - Lead, track, and follow up with Sr. leaders on SG&A efficiency initiatives - Oversee the improvement of SG&A management reporting on a detailed and segmented basis to ensure cost tracking and containment with Sr. leaders - Partner with operational Sr. leaders to assist in setting statistical metrics to enhance awareness of operational performance and decisions around FTE management - Support financial/qualitative analysis on potential acquisitions of provider groups and network deals - Creation and management of ad hoc requests and reporting from Sr. Management That's all. Now Required Qualifications: - Bachelor's Degree in Finance, Accounting, Economics, or related field - Must be 18 years of age OR older - 2+ years of experience in financial analysis, FP&A, or related role - Analytical skills with ability to synthesize complex data into actionable insights - Advanced proficiency in Excel, including financial modeling and data analysis - Ability to work on-site. Our office is located at 12921 S Vista Station Blvd, Draper, UT 84020 - Ability to work full-time (40 hours/week) Monday - Friday. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours of 8:00 am - 5:00 pm MST. - It may be necessary, given the business need, to work occasional overtime Note: The office address appears also in Telecommuting Requirements; we can include once. Preferred Qualifications: - CPA license or MBA Degree - Hyperion Essbase, database, and PeopleSoft experience - Experience preparing executive-level financial presentations and commentary - Experience in healthcare - Ability to create a positive team-based work environment Telecommuting Requirements: Actually there is a section "Telecommuting Requirements" with bullet points about residing within commutable distance, dedicated work area, high-speed internet, adhere to policy. This is substantive; we could include under Requirements or a separate section like "Telecommuting". But the instruction says we can use sections like Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Telecommuting is not listed but we could treat as part of Requirements or maybe as a separate section if we want. However to keep few sections, we could incorporate those points into Requirements (since they are requirements for remote work). But the posting says "Telecommuting Requirements" - it's about remote work eligibility. Since the role is hybrid (4 days in-office), telecommuting requirements are relevant. We'll include them under Requirements as additional bullet points. Thus Required Qualifications bullets will also include: - Reside within commutable distance to the office at 12921 S Vista Station Blvd, Draper, UT 84020 - 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. - All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy But note: The role is hybrid with 4 days in-office, so remote work maybe 1 day? Still these are requirements. Now Benefits: - We offer weeks of on-the-job training. The hours of the training will be aligned with your schedule. - 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
- for any list of duties/requirements/benefits, and