Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by diversity and inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health equity on a global scale. Join us to start Caring. Connecting. Growing together.
The Sr. Financial Consultant is a key member of the Optum Corporate Finance Team, supporting a number of strategic deliverables and driving key processes.
This person will work closely with the Corporate Strategy teams as well as key stakeholders in the business segments to offer business intelligence around monthly business updates, earnings preparation in support of the earnings release call, competitive insights, trend analysis and other financial planning activities.
This role will be an individual contributor but will matrix heavily with many stakeholders as part of the Optum Corporate and Consolidations Finance team.
Primary Responsibilities:
- Provide Optum Corporate Finance support of strategic finance initiatives and executive reporting
- Executive Reporting:
- Preparation and ownership of Optum MBR materials for UHG MBR, including Q&A/talking points for Leadership
- BOD ownership, end to end process management and oversight
- Earnings prep, metrics and Consolidated Q&A prep for Investor Relations
- Develop strategic business acumen as part of these processes
- Support strategic decision making through an in depth understanding of UHG, Optum and competitors, industry trends, market dynamics and internal key indicators
- Key support and contributor to annual Investor Conference preparation, in conjunction with working team
- Competitive research, including Quarterly Competitive Scan preparation, news alerts and real time market intelligence, quick hits emails
- Manage consolidated reporting and analysis for monthly business reviews, earnings release preparation and CFO Q&A preparation, Annual Investor Conference
- Analyst Consensus Modeling: build and maintain consensus perspectives and review analyst models each quarter; provide updated consensus models to Optum CFOs
- Ongoing peer company analysis, industry trends and news flow
- Drive annual business planning process in conjunction with Corporate Strategy, Optum Corporate FP&A and other key stakeholders
- Establish solid relationships across all parts of the organization and proactively meet with key finance and strategy leaders across the businesses
- Lead and drive project work: Drive innovation activities at the corporate finance level to help modernize our executive reporting, content management, develop insights and takeaways and sustainable refresh
- Conduct analysis and research, as needed; present findings and recommendations to management
- Develop, translate and report on strategic initiatives drive better decision making and reduce overall total cost of care across our business portfolios
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:
- 5+ years of relevant Finance experience
- Financial scenario planning
- Microsoft Excel
- Microsoft Powerpoint
- Proven team oriented with experience supporting executives
- Proven forecasting / Budgeting / Reporting skills
Preferred Qualifications:
- MBA
- Experience working in operating cost management and comfort in proposing cost management ideas and target setting to senior leadership
- Experience using SmartView
- Proven refined executive presence and ability to influence across the leadership spectrum Ability to work within a highly matrixed organization
- Proven ability to influence without authority
- Proven solid business acumen
- Proven analytical skills, including ability to manage and synthesize large amounts of data
- Proven excellent collaboration skills and a keen focus on building relationships with our customers
- Proven natural curiosity to learn more, dig into details, understand key drivers of our business
- Proven excellent written and verbal communication
- Proven team player
- Proven ability to use proper discretion when dealing with confidential information
- Proven high level of integrity
- Proven trusted advisor and partner to those we serve in the business
- Proven project management and solid organizational skills
- Proven flexible and able to adapt quickly to change
- Proven ability to drive multiple priorities / work streams to resolution in a dynamic cross matrix environment under tight deadlines
- Proven sense for forecast risk identification and ability to develop and propose potential resolutions
At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone–of every race, gender, sexuality, age, location and income–deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission.
Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.
UnitedHealth Group is a drug-free workplace. Candidates are required to pass a drug test before beginning employment.
