Senior Financial Consultant
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Use - for any list of duties/requirements/benefits, and
for prose. Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones. Output ONLY the HTML fragment — no /, no markdown code fences.
We need to decide which sections to include based on content.
Content includes:
- Intro: "This position is National Remote. You'll enjoy the flexibility to telecommute* from anywhere within the U.S. as you take on some tough challenges. For all hires in Minneapolis, Virginia, Maryland, or Washington, D.C. area, you will be required to work in the office for a minimum of four (4) days per week. 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."
- Role description: "This role is responsible for all aspects of financial analytics, planning, and reporting in support of our Account Management teams and the clients they manage. Responsibilities include reporting and analysis to business and finance leadership with a dotted line support to Account management leadership; presents findings and recommendations to management. This position is full-time Monday - Friday. Employees are required to have flexibility to work any of our shift schedules during our normal business hours of 8am - 5pm local time zone. It may be necessary, given the business need, to work occasional overtime. This will be on the job training and the hours during training will be based on your schedule or will be discussed on your first day of employment."
- Primary Responsibilities list (bullets). Many bullet points.
- "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."
- Required Qualifications list (bullets). Also includes "Ability to work full-time Monday - Friday..." repeated.
- Preferred Qualifications list (bullets).
- Telecommuting Requirements list (bullets).
- Soft Skills list (bullets).
- Pay: "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 $91,700 - $163,700 annually based on full-time employment. We comply with all minimum wage laws as applicable."
- Application Deadline etc (boilerplate) - remove.
- Mission statement etc (EEO) - remove.
Thus we have sections: About the role (intro + mission?), Responsibilities (primary responsibilities list), Requirements (maybe combine Required Qualifications?), Qualifications (maybe Preferred Qualifications?), Skills (maybe Telecommuting Requirements + Soft Skills?), Benefits (benefits mentioned), Pay (salary range), Schedule (maybe mention full-time Monday-Friday, shift flexibility, occasional overtime). However we must only include sections if posting has real specific content. All these have content.
But we need to avoid duplication and filler. Also we should not create sections with vague content like "commensurate with experience". Not present.
We need to decide grouping: The instruction gives examples of headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can use those.
We need to decide what goes where.
- About the role: could include the introductory paragraph about Optum, mission, remote flexibility, office requirement for certain locations, culture, etc. That seems appropriate.
- Responsibilities: the primary responsibilities bullet list.
- Requirements: maybe Required Qualifications (BA/BS, 5+ years experience, MS Office, progressive financial work experience, advanced Excel, ability to work full-time Monday-Friday, flexibility, occasional overtime). Also maybe include "Ability to work full-time Monday - Friday..." as part of schedule but could be in Requirements.
- Qualifications: Preferred Qualifications (PBM experience, project management, healthcare experience, Hyperion Essbase/Power BI, SQL, Tableau, CRM experience). Could also include "Telecommuting Requirements" maybe under Skills? But we have a Skills heading; could put Telecommuting Requirements and Soft Skills there.
- Skills: maybe combine Telecommuting Requirements and Soft Skills.
- Benefits: benefits paragraph (comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution). Also mention "far-reaching choice of benefits and incentives". Could include.
- Pay: salary range $91,700 - $163,700 annually, plus note about pay based on factors.
- Schedule: mention full-time Monday-Friday, flexibility to work any shift schedules 8am-5pm, occasional overtime, training hours based on schedule, office requirement for certain locations (4 days per week). Also note remote flexibility.
We must avoid duplication: The schedule info appears also in Requirements (ability to work full-time Monday-Friday). Might be okay to keep in Schedule section only, and not repeat in Requirements. But we need to preserve all substantive info; we can mention schedule details in Schedule section, and maybe not repeat in Requirements. However the Required Qualifications includes "Ability to work full-time Monday - Friday. Employees are required to have flexibility to work any of our shift schedules during our normal business hours of 8am - 5pm local time zone. It may be necessary, given the business need, to work occasional overtime." That's essentially schedule info. If we put schedule details in Schedule section, we could omit from Requirements to avoid duplication. But we must preserve all substantive info; we can keep it in Schedule and not duplicate. The Required Qualifications also includes BA/BS, 5+ years experience, MS Office, progressive financial work experience, advanced Excel. Those are not schedule. So we keep those in Requirements.
Thus:
- About the role: intro paragraph(s) about Optum, remote flexibility, office requirement for certain locations, mission, culture.
- Responsibilities: bullet list of primary responsibilities.
- Requirements: bullet list of required qualifications (education, experience, MS Office, progressive financial experience, advanced Excel). Possibly also include "Ability to work full-time Monday-Friday..."? We'll move to Schedule.
- Qualifications: bullet list of preferred qualifications.
- Skills: bullet list of telecommuting requirements and soft skills.
- Benefits: paragraph about benefits package.
- Pay: paragraph about salary range and factors.
- Schedule: paragraph about full-time Monday-Friday, shift flexibility 8am-5pm, occasional overtime, training hours, office requirement for certain locations (4 days/week), remote flexibility.
We need to ensure we don't create sections with filler. All have content.
Now format: Use
for each heading. Then content: For lists, use - . For prose, use
.
We must not include any extra text outside HTML.
Let's craft.
First, About the role: combine paragraphs.
Paragraph: "This position is National Remote. You'll enjoy the flexibility to telecommute* from anywhere within the U.S. as you take on some tough challenges. For all hires in Minneapolis, Virginia, Maryland, or Washington, D.C. area, you will be required to work in the office for a minimum of four (4) days per week. 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 one
.
Second, Responsibilities: heading
Responsibilities
then with each bullet.
List items from "Primary Responsibilities":
- Provide primary financial support for one or more OptumRx business division and its leaders
- Create and maintain a tight alignment with the pricing team and become active participants in understanding client renewal cycles and the overall financial drivers and implications to their renewals or market checks.
- Understand and influence ability to manage client discount guarantee performance, and seek to make timely changes with the contract management team.
- Create analytics which will turn insights into action, driving improved client financial performance.
- Participate in client strategy discussions to seek opportunities for increased performance.
- Develop deep knowledge of the client's unique plan designs and analyze volume, revenue, and margin across all OptumRx channels (retail, home delivery, Specialty).
- Anticipate profitability changes as client plan designs change, and react quickly to unusual trends.
- Develop understanding of monthly trends for margin channels to the extent that fluctuations impacted specific client financials.
- Interface with business leaders and build relationships in support of financial planning and performance measurement including reporting and analysis
- Collaborate with cross-functional teams in conjunction with budgeting and forecasting process
- Assist in managing business relationships on behalf of the broader Finance organization and Leadership
- Leverage technology and carry out process improvement activities
Also earlier sentence: "This role is responsible for all aspects of financial analytics, planning, and reporting in support of our Account Management teams and the clients they manage. Responsibilities include reporting and analysis to business and finance leadership with a dotted line support to Account management leadership; presents findings and recommendations to management." Could be included as a bullet or as prose before list. Since we have a Responsibilities section, we could include that as a before the list, or incorporate as bullet. The instruction: Use
- for any list of duties/requirements/benefits, and
for prose. So we can have a short prose paragraph then list. That's fine.
Thus Responsibilities:
This role is responsible for all aspects of financial analytics, planning, and reporting in support of our Account Management teams and the clients they manage. Responsibilities include reporting and analysis to business and finance leadership with a dotted line support to Account management leadership; presents findings and recommendations to management.
then list.
Third, Requirements: heading Requirements
. Then list required qualifications:
- BA / BS Bachelor's Degree (or higher) in Accounting, Finance, or related field
- 5+ years of relevant financial analysis or accounting experience
- Experience with MS Office Suite, and other technology tools
- Progressive financial work experience
- Advanced skills in MS Excel (pivots, formulas, summarization skills)
We might also include "Ability to
for prose. Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones. Output ONLY the HTML fragment — no /, no markdown code fences. We need to decide which sections to include based on content. Content includes: - Intro: "This position is National Remote. You'll enjoy the flexibility to telecommute* from anywhere within the U.S. as you take on some tough challenges. For all hires in Minneapolis, Virginia, Maryland, or Washington, D.C. area, you will be required to work in the office for a minimum of four (4) days per week. 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." - Role description: "This role is responsible for all aspects of financial analytics, planning, and reporting in support of our Account Management teams and the clients they manage. Responsibilities include reporting and analysis to business and finance leadership with a dotted line support to Account management leadership; presents findings and recommendations to management. This position is full-time Monday - Friday. Employees are required to have flexibility to work any of our shift schedules during our normal business hours of 8am - 5pm local time zone. It may be necessary, given the business need, to work occasional overtime. This will be on the job training and the hours during training will be based on your schedule or will be discussed on your first day of employment." - Primary Responsibilities list (bullets). Many bullet points. - "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." - Required Qualifications list (bullets). Also includes "Ability to work full-time Monday - Friday..." repeated. - Preferred Qualifications list (bullets). - Telecommuting Requirements list (bullets). - Soft Skills list (bullets). - Pay: "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 $91,700 - $163,700 annually based on full-time employment. We comply with all minimum wage laws as applicable." - Application Deadline etc (boilerplate) - remove. - Mission statement etc (EEO) - remove. Thus we have sections: About the role (intro + mission?), Responsibilities (primary responsibilities list), Requirements (maybe combine Required Qualifications?), Qualifications (maybe Preferred Qualifications?), Skills (maybe Telecommuting Requirements + Soft Skills?), Benefits (benefits mentioned), Pay (salary range), Schedule (maybe mention full-time Monday-Friday, shift flexibility, occasional overtime). However we must only include sections if posting has real specific content. All these have content. But we need to avoid duplication and filler. Also we should not create sections with vague content like "commensurate with experience". Not present. We need to decide grouping: The instruction gives examples of headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can use those. We need to decide what goes where. - About the role: could include the introductory paragraph about Optum, mission, remote flexibility, office requirement for certain locations, culture, etc. That seems appropriate. - Responsibilities: the primary responsibilities bullet list. - Requirements: maybe Required Qualifications (BA/BS, 5+ years experience, MS Office, progressive financial work experience, advanced Excel, ability to work full-time Monday-Friday, flexibility, occasional overtime). Also maybe include "Ability to work full-time Monday - Friday..." as part of schedule but could be in Requirements. - Qualifications: Preferred Qualifications (PBM experience, project management, healthcare experience, Hyperion Essbase/Power BI, SQL, Tableau, CRM experience). Could also include "Telecommuting Requirements" maybe under Skills? But we have a Skills heading; could put Telecommuting Requirements and Soft Skills there. - Skills: maybe combine Telecommuting Requirements and Soft Skills. - Benefits: benefits paragraph (comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution). Also mention "far-reaching choice of benefits and incentives". Could include. - Pay: salary range $91,700 - $163,700 annually, plus note about pay based on factors. - Schedule: mention full-time Monday-Friday, flexibility to work any shift schedules 8am-5pm, occasional overtime, training hours based on schedule, office requirement for certain locations (4 days per week). Also note remote flexibility. We must avoid duplication: The schedule info appears also in Requirements (ability to work full-time Monday-Friday). Might be okay to keep in Schedule section only, and not repeat in Requirements. But we need to preserve all substantive info; we can mention schedule details in Schedule section, and maybe not repeat in Requirements. However the Required Qualifications includes "Ability to work full-time Monday - Friday. Employees are required to have flexibility to work any of our shift schedules during our normal business hours of 8am - 5pm local time zone. It may be necessary, given the business need, to work occasional overtime." That's essentially schedule info. If we put schedule details in Schedule section, we could omit from Requirements to avoid duplication. But we must preserve all substantive info; we can keep it in Schedule and not duplicate. The Required Qualifications also includes BA/BS, 5+ years experience, MS Office, progressive financial work experience, advanced Excel. Those are not schedule. So we keep those in Requirements. Thus: - About the role: intro paragraph(s) about Optum, remote flexibility, office requirement for certain locations, mission, culture. - Responsibilities: bullet list of primary responsibilities. - Requirements: bullet list of required qualifications (education, experience, MS Office, progressive financial experience, advanced Excel). Possibly also include "Ability to work full-time Monday-Friday..."? We'll move to Schedule. - Qualifications: bullet list of preferred qualifications. - Skills: bullet list of telecommuting requirements and soft skills. - Benefits: paragraph about benefits package. - Pay: paragraph about salary range and factors. - Schedule: paragraph about full-time Monday-Friday, shift flexibility 8am-5pm, occasional overtime, training hours, office requirement for certain locations (4 days/week), remote flexibility. We need to ensure we don't create sections with filler. All have content. Now format: Use
for each heading. Then content: For lists, use - . For prose, use
.
We must not include any extra text outside HTML.
Let's craft.
First, About the role: combine paragraphs.
Paragraph: "This position is National Remote. You'll enjoy the flexibility to telecommute* from anywhere within the U.S. as you take on some tough challenges. For all hires in Minneapolis, Virginia, Maryland, or Washington, D.C. area, you will be required to work in the office for a minimum of four (4) days per week. 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 one
.
Second, Responsibilities: heading
Responsibilities
then with each bullet.
List items from "Primary Responsibilities":
- Provide primary financial support for one or more OptumRx business division and its leaders
- Create and maintain a tight alignment with the pricing team and become active participants in understanding client renewal cycles and the overall financial drivers and implications to their renewals or market checks.
- Understand and influence ability to manage client discount guarantee performance, and seek to make timely changes with the contract management team.
- Create analytics which will turn insights into action, driving improved client financial performance.
- Participate in client strategy discussions to seek opportunities for increased performance.
- Develop deep knowledge of the client's unique plan designs and analyze volume, revenue, and margin across all OptumRx channels (retail, home delivery, Specialty).
- Anticipate profitability changes as client plan designs change, and react quickly to unusual trends.
- Develop understanding of monthly trends for margin channels to the extent that fluctuations impacted specific client financials.
- Interface with business leaders and build relationships in support of financial planning and performance measurement including reporting and analysis
- Collaborate with cross-functional teams in conjunction with budgeting and forecasting process
- Assist in managing business relationships on behalf of the broader Finance organization and Leadership
- Leverage technology and carry out process improvement activities
Also earlier sentence: "This role is responsible for all aspects of financial analytics, planning, and reporting in support of our Account Management teams and the clients they manage. Responsibilities include reporting and analysis to business and finance leadership with a dotted line support to Account management leadership; presents findings and recommendations to management." Could be included as a bullet or as prose before list. Since we have a Responsibilities section, we could include that as a before the list, or incorporate as bullet. The instruction: Use
- for any list of duties/requirements/benefits, and
for prose. So we can have a short prose paragraph then list. That's fine.
Thus Responsibilities:
This role is responsible for all aspects of financial analytics, planning, and reporting in support of our Account Management teams and the clients they manage. Responsibilities include reporting and analysis to business and finance leadership with a dotted line support to Account management leadership; presents findings and recommendations to management.
then list.
Third, Requirements: heading Requirements
. Then list required qualifications:
- BA / BS Bachelor's Degree (or higher) in Accounting, Finance, or related field
- 5+ years of relevant financial analysis or accounting experience
- Experience with MS Office Suite, and other technology tools
- Progressive financial work experience
- Advanced skills in MS Excel (pivots, formulas, summarization skills)
We might also include "Ability to
. We must not include any extra text outside HTML. Let's craft. First, About the role: combine paragraphs. Paragraph: "This position is National Remote. You'll enjoy the flexibility to telecommute* from anywhere within the U.S. as you take on some tough challenges. For all hires in Minneapolis, Virginia, Maryland, or Washington, D.C. area, you will be required to work in the office for a minimum of four (4) days per week. 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 one
. Second, Responsibilities: heading
Responsibilities
then- with each bullet.
List items from "Primary Responsibilities":
- Provide primary financial support for one or more OptumRx business division and its leaders
- Create and maintain a tight alignment with the pricing team and become active participants in understanding client renewal cycles and the overall financial drivers and implications to their renewals or market checks.
- Understand and influence ability to manage client discount guarantee performance, and seek to make timely changes with the contract management team.
- Create analytics which will turn insights into action, driving improved client financial performance.
- Participate in client strategy discussions to seek opportunities for increased performance.
- Develop deep knowledge of the client's unique plan designs and analyze volume, revenue, and margin across all OptumRx channels (retail, home delivery, Specialty).
- Anticipate profitability changes as client plan designs change, and react quickly to unusual trends.
- Develop understanding of monthly trends for margin channels to the extent that fluctuations impacted specific client financials.
- Interface with business leaders and build relationships in support of financial planning and performance measurement including reporting and analysis
- Collaborate with cross-functional teams in conjunction with budgeting and forecasting process
- Assist in managing business relationships on behalf of the broader Finance organization and Leadership
- Leverage technology and carry out process improvement activities
Also earlier sentence: "This role is responsible for all aspects of financial analytics, planning, and reporting in support of our Account Management teams and the clients they manage. Responsibilities include reporting and analysis to business and finance leadership with a dotted line support to Account management leadership; presents findings and recommendations to management." Could be included as a bullet or as prose before list. Since we have a Responsibilities section, we could include that as a
- for any list of duties/requirements/benefits, and
for prose. So we can have a short prose paragraph then list. That's fine. Thus Responsibilities:
This role is responsible for all aspects of financial analytics, planning, and reporting in support of our Account Management teams and the clients they manage. Responsibilities include reporting and analysis to business and finance leadership with a dotted line support to Account management leadership; presents findings and recommendations to management.
then- list.
Third, Requirements: heading
Requirements
. Then list required qualifications: - BA / BS Bachelor's Degree (or higher) in Accounting, Finance, or related field - 5+ years of relevant financial analysis or accounting experience - Experience with MS Office Suite, and other technology tools - Progressive financial work experience - Advanced skills in MS Excel (pivots, formulas, summarization skills) We might also include "Ability to
before the list, or incorporate as bullet. The instruction: Use