Jobs · Sales

Sr. Treasury Consultant - Eden Prairie, MN preferred, Remote considered

UnitedHealth Group · Eden Prairie, MN · 4 wk ago
Sales$92k–$164k/yrFull-time
We need to output HTML fragment with sections: About the role? The posting includes description about UnitedHealth Group, mission, etc. We need to use

for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections where there is real specific content. We must not repeat job title as heading. Must not include Job ID etc. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, application instructions. Also remove "Application Deadline: ..." etc. Also remove EEO statements, drug-free workplace, etc. Also remove "All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy" maybe considered boilerplate? It's a policy statement; maybe keep? It's not a benefit but could be considered part of remote work condition. Might be considered boilerplate; but it's specific to remote work. However we have a Schedule section maybe? The posting mentions flexibility to work remotely from anywhere within the U.S., and for hires in Minneapolis or Washington, D.C. area, required to work in office a minimum of four days per week. That's schedule info. So we can include Schedule section. Pay: The posting includes salary range $91,700 - $163,700 annually based on full-time employment. Also mention Pay is based on several factors... So we can include Pay section. Benefits: The posting mentions "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)." Also earlier: "You'll be rewarded and recognized for your performance..." but that's generic. We'll include Benefits section with that content. Qualifications: There's Required Qualifications and Preferred Qualifications. Could combine into Requirements? The instruction says use headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we need to map content accordingly. We have "Primary Responsibilities" list. That's Responsibilities. We have "Measures of Success" maybe could be part of Responsibilities or maybe separate but not a heading we have; we could omit. We have "Required Qualifications" and "Preferred Qualifications". Could put under Requirements (maybe required) and Qualifications (preferred). Or we could put Required under Requirements and Preferred under Qualifications. Skills: maybe we can extract from qualifications: Advanced Microsoft Excel skills, etc. Could put under Skills. About the role: The introductory paragraphs about UnitedHealth Group, mission, role description. We'll put that. We must not include filler like "commensurate with experience". Not present. We must not include duplicated lines. We must not include application instructions, EEO, drug test, etc. We must preserve all substantive information. Let's extract content. About the role: - UnitedHealth Group is a health care and well-being company... dedicated to improving health outcomes... - Comprised of two distinct and complementary businesses, UnitedHealthcare and Optum... - Here, your contributions matter as they will help transform health care for years to come. - Make an impact with a team that shares your passion for helping others. - Join us to start Caring. Connecting. Growing together. - This position supports the legal-entity simplification project, with primary responsibility for the complex, multi-basis accounting and investment tracking associated with asset transfers executed as part of the project's reinsurance transactions. - The Senior Treasury Consultant provides senior-level execution and technical leadership within Corporate Treasury's Investment, Debt, and Derivative Accounting team. - The role owns complex investment accounting, NAIC compliance, period-end close activities, and the integration of investments and financial information from acquired or reorganized entities. - The consultant ensures accurate reporting across legal entity & consolidate GAAP, statutory, and tax bases while strengthening controls, resolving complex issues, and improving operational efficiency. - You'll enjoy the flexibility to work remotely * from anywhere within the U.S. as you take on some tough challenges. For all hires in the Minneapolis or Washington, D.C. area, you will be required to work in the office a minimum of four days per week. That's about the role. Responsibilities: list of bullet points under "Primary Responsibilities". We'll capture each. List: - Own accounting and compliance for assigned portions of the investment portfolio across U.S. GAAP, statutory, and tax bases - Lead key period-end close activities, including account analysis, reconciliations, reasonableness reviews, journal entries, and issue resolution - Lead the accounting and integration of complex investments, including multi-basis asset transfers, asset-based financing, private credit, mortgages, and equity-backed instruments - Support legal-entity simplification and reinsurance transactions by maintaining accurate investment tracking, accounting conclusions, and financial reporting through each asset-transfer stage - Ensure compliance with NAIC requirements, including support for Schedules B, BA, D, and DA and analysis of risk-based capital and related regulatory considerations - Partner with Capital Markets, Cash Management, Investment Management, Tax, and other Finance teams to support transaction setup, reporting, reconciliation, and accounting conclusions - Process and review investment transactions, gains and losses, intercompany loans, eliminations, debt, derivatives, and potential foreign-exchange hedging activities - Serve as a subject-matter expert for accounting systems and complex investment products, providing technical guidance and supporting timely issue resolution - Strengthen controls and improve reporting accuracy by standardizing processes, reducing manual work, and using data and automation tools effectively Measures of Success maybe not needed but could be considered part of Responsibilities? Might be separate but we don't have heading. Could omit or include under Responsibilities as additional bullet? The instruction: preserve ALL substantive information; do not invent or summarize away detail. So we should include Measures of Success somewhere. Could add as a subsection under Responsibilities? But we only have headings list; we could add a separate heading "Measures of Success" but not in allowed list. The instruction says use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It says e.g., implying those are examples but we should prefer those headings. It says "IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text". It doesn't forbid other headings, but says use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Likely they expect us to use those headings only. So we need to fit Measures of Success into one of those headings, maybe under Responsibilities or Qualifications. Since it's about success metrics, could be part of Responsibilities (like outcomes). We'll add as bullet under Responsibilities. Thus Responsibilities bullets include the Measures of Success: - Accurate and timely close and financial reporting across all required accounting bases - Successful accounting and integration of asset transfers and acquired or reorganized investment portfolios - Complete supportable statutory schedules, regulatory analyses, and audit documentation - Measurable reduction in manual processing, reconciliation exceptions, and recurring control issues Now Requirements: Required Qualifications list. List: - Bachelor's degree in accounting or finance - 5+ years of experience in Treasury, Finance, or a related accounting field - Demonstrated experience with 1 or more of the following: investment products, accounting systems, period-end close, reconciliations, and financial analysis - Solid knowledge of GAAP and/or experience with statutory accounting - Advanced Microsoft Excel skills, including complex formulas, data analysis, and process automation - Demonstrated ability to independently resolve complex issues, manage competing priorities, and meet demanding reporting deadlines - Demonstrated solid written and verbal communication skills and the ability to collaborate effectively across functions Qualifications: Preferred Qualifications list. List: - CPA, CFA, or CTP certification - Big 4 experience - NAIC requirements, tax-basis accounting, or insurance regulations - Experience with complex investments, debt, derivatives, mortgages, private credit, or multi-basis asset transfers - Experience preparing or supporting NAIC investment schedules and risk-based capital analysis - Experience integrating investments or financial information from acquired, reorganized, or reinsured entities - Experience with State Street's PAM for Investments or PAM for Mortgages and FIS Quantum - Experience with PeopleSoft Financials, Bloomberg, Power BI, Python, macros, or comparable reporting and automation tools - Experience coaching less-experienced team members or serving as a technical resource in a matrixed environment Skills: Could extract specific skills like Advanced Microsoft Excel skills, etc. But we already have those in Requirements. Might be redundant. Perhaps we can put technical skills like Excel, PeopleSoft, Bloomberg, Power BI, Python, macros, etc. under Skills. But we already have them in Preferred Qualifications. To avoid duplication, we could keep Skills empty or omit. The instruction: prefer a few substantive sections over many thin ones. So maybe we omit Skills if content overlaps. But we need to ensure we preserve all substantive information; if we omit Skills heading, we still have the info in Requirements/Qualifications. That's fine. Benefits: content: "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)." Also earlier: "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 more about rewards/recognition; could be part of Benefits. We'll include that. Pay: content: "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)." Actually that sentence repeats benefits. Pay section: "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." Also earlier: "Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc." We'll include that. Schedule: content: "You'll enjoy the flexibility to work remotely * from anywhere within the U.S. as you take on some tough challenges. For all hires in the Minneapolis or Washington, D.C. area, you will be required to work in the office a minimum of four days per week." Also maybe mention remote work policy? Already in About the role. We'll include schedule section with that. Now we need to output HTML fragment only, no /, no markdown fences. We'll produce:

About the role

...

Responsibilities

  • ...
  • ...

Requirements

  • ...
  • ...

Qualifications

  • ...
  • ...

Benefits

...

Pay

...

Schedule

...

Make sure not to include any boilerplate like EEO, drug test, etc. Check for any duplicated lines: we must avoid repeating same sentence. Now craft the About the role paragraph: combine the introductory sentences. Let's write: UnitedHealth Group is a health care and well-being company dedicated to improving the health outcomes of millions around the world, comprised of two distinct and complementary businesses, UnitedHealthcare and Optum, working to build a better health system for all. Here, your contributions matter as they will help transform health care for years to come. Make an impact with a team that shares your passion for helping others. Join us

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