This position follows a hybrid schedule with 1 in-office day per week in our Albuquerque office. Our office is located at 303 Roma Avenue NW, Albuquerque, NM 87102
The
Financial Consultant will support the
OptumCare Arizona/New Mexico Financial Reporting and RBE team by leading forecasting, planning, performance tracking, and financial analysis activities. This role is responsible for evaluating business outcomes, developing forward-looking forecasts, reporting results, and communicating key insights to leadership. The Financial Consultant will collaborate across departments to ensure accurate financial performance assessment and to support data-driven decision-making.
This role provides analysis on membership trends, payor profitability, incentive calculations, medical costs, overhead costs, and other key operational drivers. The Financial Consultant translates complex financial data into clear, actionable insights and presents findings to management to support strategic and operational goals.
This position is full-time, Monday - Friday. Employees are required to work an 8-hour shift schedule during our normal business hours of 8:00 am - 5:00 pm. 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 Monday - Friday, 8:00 am - 5:00 pm
Primary Responsibilities:Month End Reporting and Variance Analysis:
- Prepare month-end and quarter-end performance reports, including variance analysis and forward-looking projections. Maintain financial reporting for assigned business areas to clearly communicate actuals, forecasts, and budget variances.
- Partner with Accounting to validate financial results and ensure accuracy of the month-end close.
- Analyze operational and financial trends to identify key drivers of variances and update forward-looking expectations accordingly.
- Communicate financial results to senior and operational leadership through presentations and management reports, translating complex data into clear insights for both financial and non-financial audiences.
- Lead analyses of business and financial metrics and partner with operational leaders to develop statistical measures that enhance understanding of performance and support data-driven decision-making.
Forecasting and Budgeting:
- Manage the quarterly forecasting cycle, including timelines, modeling assumptions, and deliverables.
- Develop financial bridges and executive-level insights to explain performance vs. plan and prior periods.
- Conduct cost/benefit analyses, scenario modeling, and staffing assessments to support key initiatives and business changes.
- Consolidate forecast and budget outputs and present results and insights to senior leadership.
Ad Hoc Requests and Analyses:
- Perform detailed financial and qualitative analyses related to changes in the Risk-Bearing Entity (RBE) business model.
- Support senior management through strategic, data-driven, sensitivity analyses and ad hoc reporting.
- Identify and pursue opportunities to streamline reporting and data presentation, enhance analytical tools, and improve efficiency across financial processes.
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, Data Analytics or related field
- Must be 18 years of age OR older
- 3+ years of financial and/or accounting experience
- 3+ years of financial planning, forecasting and analysis (FP&A) experience
- Work experience anticipating accounting, financial reporting, forecasting and operational issues, assessing their implications and developing and implementing an appropriate action plan
- Experience with owning/managing financial models and process improvement experience
- Communication and presentation skills - the ability to understand and present complex data easily to leadership
- Intermediate to Advanced level proficiency in Microsoft Excel (Pivot Tables, X-Lookups, Power Query, etc.)
- Ability to work full-time, Monday - Friday. Employees are required to work an 8-hour shift schedule during our normal business hours of 8:00 am - 5:00 pm. It may be necessary, given the business need, to work occasional overtime
Preferred Qualifications:- CPA or MBA
- Experience using Microsoft Power BI
- Experience with financial planning tools (e.g., Essbase, Planful, Oracle SmartView, PeopleSoft Financials)
- Experience in healthcare or with Risk-Bearing Entities
- Experience working with large datasets, analytics, and advanced financial modeling
- Quantitative and analytical skills, paired with a growth-oriented mindset
Telecommuting Requirements:- Reside within commutable distance to the office at 303 Roma Avenue NW, Albuquerque, NM 87102
- 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
Soft Skills:- Ability to build strong cross-functional relationships, work collaboratively, and influence in a matrixed environment
*All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy
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 $72,800 - $130,000 annually based on full-time employment. We comply with all minimum wage laws as applicable.
#RPO
