The Associate Director - Capital Finance serves as a key finance leader and strategic advisor supporting the Optum Rx Capital Portfolio, representing approximately $425M in annual capital investment. This role is responsible for end-to-end financial stewardship of the portfolio, including capital planning, forecasting, performance management, governance, benefits tracking, executive reporting, and investment decision support.
As a key finance partner for the Optum Rx capital portfolio, the Associate Director leads portfolio consolidation and executive narrative development across quarterly forecasts, annual planning, and long-range planning processes. This role partners closely with business leaders, portfolio managers, program teams, and enterprise finance stakeholders to ensure investment decisions align with strategic priorities, financial commitments, and enterprise governance requirements.
The Associate Director provides leadership over capital governance processes, oversees data quality and financial integrity within Capital Demand Management (CDM), and drives transparency into portfolio performance, benefits realization, risks, and opportunities.
Primary Responsibilities:- Portfolio Financial Leadership & Strategic Planning
- Lead financial oversight of the Optum Rx capital portfolio, providing strategic guidance on investment decisions, portfolio prioritization, and resource allocation
- Own portfolio consolidation, capital committee reporting, and development of executive-level narratives for quarterly forecasts, annual operating plans, and long-range planning cycles
- Partner with senior business and technology leaders to evaluate investment strategies and ensure alignment with organizational objectives
- Synthesize complex financial and operational information into actionable insights and recommendations for executive leadership
- Forecasting, Planning & Performance Management
- Lead quarterly forecast processes, annual budget development, and long-range capital planning activities across the Optum Rx portfolio
- Drive portfolio-level forecasting accuracy, financial accountability, and variance management
- Identify key financial risks and opportunities and develop mitigation strategies in partnership with business stakeholders
- Deliver timely and accurate performance reporting, trend analysis, and recommendations to senior leadership
- Capital Data Governance & Financial Integrity
- Provide oversight of portfolio financial data, ensuring accuracy, completeness, and consistency across reporting platforms and governance processes
- Serve as the primary finance owner for CDM data quality and portfolio reporting integrity
- Partner with program teams to review, validate, and update project financials, investment assumptions, timelines, and benefit projections
- Establish controls and governance processes that improve transparency, audit readiness, and decision-making quality
- Portfolio Manager Enablement & Cross-Functional Leadership
- Serve as a trusted advisor and subject matter expert to portfolio managers and program teams on capital finance policies, reporting requirements, and governance expectations
- Lead training and education efforts to improve financial acumen, reporting consistency, and forecasting discipline across the capital portfolio
- Influence decision-making across Finance, Technology, Operations, and Business teams through solid partnership and executive communication
- Mentor team members and promote best practices in capital planning, analysis, and investment management
- Process Improvement & Operational Excellence
- Drive continuous improvement initiatives to enhance capital planning, forecasting, reporting, and governance processes
- Identify opportunities to automate reporting, improve analytics, and streamline financial workflows
- Champion adoption of standardized tools, reporting frameworks, and investment management practices across the portfolio
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:- Bachelor's degree in Finance, Accounting, Economics, or related field
- 5+ years of progressive experience in FP&A, capital finance, investment management, accounting, or related finance functions
- Experience presenting financial results, recommendations, and investment strategies to senior leadership
- Demonstrated experience leading complex financial planning, forecasting, and portfolio management processes
- Demonstrated solid business acumen with the ability to influence cross-functional stakeholders and drive decision-making
- Demonstrated advanced analytical, financial modeling, and problem-solving capabilities
- Proven ability to manage multiple priorities in a fast-paced, matrixed environment
Preferred Qualifications:- Experience supporting large-scale capital portfolios, technology investments, or enterprise transformation programs
- Experience leading enterprise planning processes, including annual budgets and long-range plans
- Experience leading teams, mentoring colleagues, or managing cross-functional initiatives
- Knowledge of capital governance frameworks, business case development, and benefits realization methodologies
- Familiarity with capital portfolio management and reporting tools, including CDM and related financial systems
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 $112,700 - $193,200 annually based on full-time employment. We comply with all minimum wage laws as applicable.
