Sr Treasury Consultant, Investment, Debt & Derivative Acctg - Eden Prairie, MN preferred, remote considered
UnitedHealth Group · Eden Prairie, MN · 1 mo ago
Finance$92k–$164k/yrFull-time
Primary Responsibilities
- Monitor accounting and compliance for UnitedHealth Group's investment portfolio across US GAAP, Statutory, and Tax bases
- Independently own and execute key components of period-end close activities, including account analysis, reconciliations, reasonableness checks, and subledger entries
- Collaborate with Capital Markets, Cash Management, and Investment Management teams to support reporting, reconciliation, and debt/derivative setup
- Process trades, report gains/losses, and perform related financial analyses
- Absorb and assist with intercompany loan transactions, eliminations, and potential foreign exchange (FX) hedging activities
- Lead accounting and integration of complex investments (e.g., asset-based financing, private credit, equity-backed instruments) and ensure NAIC compliance, including preparation and review support for statutory schedules (Schedule B, BA, D, DA) and analysis of RBC impacts and related regulatory considerations
- Serve as a subject-matter expert on accounting systems and complex investment products, supporting issue resolution and execution quality
- Utilize tools such as PAM for Investments, Python, PeopleSoft Financials, Bloomberg, and Power BI to drive continuous improvement in Treasury operations
Required Qualifications
- Bachelor's degree in accounting or finance
- 5+ years of experience in Treasury, Finance, or a related accounting field
- Experience with accounting systems and investment products
- Solid understanding of GAAP, NAIC requirements, or insurance regulations
- Advanced proficiency in Microsoft Excel, including macros and complex formulas
- Ability to work independently and collaboratively in a fast-paced environment
Preferred Qualifications
- CPA, CFA, or CTP certification
- Experience with financial reporting, financial metrics, or earnings release support
- Experience coaching or supporting less-experienced team members in a matrixed environment
- Experience with State Streets investment software (PAM for Investment/Mortgages)
- Experience with FIS treasury workstation (Quantum)
- Experience with systems or tools such as Python, PeopleSoft Financials, Bloomberg, or Power BI, Alteryx
- Solid organization skills with a demonstrated commitment to diligence and accuracy
- Excellent written and verbal communication skills
- Ability to resolve complex issues under tight deadlines while adapting to changing priorities