The Senior Financial Consultant role will serve as a key finance liaison, who will report to the Senior Director of Optum Health Finance and work in close partnership with Optum Health FP&A business teams, controllership, and Optum Corporate. This role will support the financial planning and analysis of forecast, long-range modeling, earnings, close and other key financial cycles to help senior leadership develop, execute, and manage the growth and profitability of the business. The ideal candidate will possess solid financial, analytical, and communication skills with the ability to interpret complex data, identify trends, and provide actionable insights that support operational and financial decision-making.
This position follows an office-based schedule with four in-office days per week. If you are located in MN, you will follow an office-based schedule with four in-office days per week.
Primary Responsibilities: - Work with various Optum Health business stakeholders including Revenue, Medical, SG&A, and Membership teams to consolidate forecast / long rang model and assist in building up Optum Health financial story for leadership
- Prepare executive-level presentations and excel materials that clearly communicate financial results and recommendations to senior leadership
- Serve as a subject matter expert on ledger capabilities, identifying opportunities to strengthen FP&A processes and reporting. Proactively recommend enhancements to the ledger to better support business needs
- Own and produce all forecast, long range model, earnings, and close data packs
- Act as the financial reporting conduit between data management team and Optum Health FP&A consolidation team
- Partner with VBC and SG&A teams to streamline VBC vs FFS reporting
- Drive process improvements by leveraging AI and other data management tools
- Communicate effectively to build solid relationships with business stakeholders
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: - BS/BA degree in Finance, Accounting, Economics, or a related field
- 3+ years of experience in financial modeling, analysis, and forecasting
- Demonstrated Advanced proficiency in Excel
- Essbase and / or smartview experience
- Microsoft Office experience
Preferred Qualifications: - MBA or CPA
- SQL Experience
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.
