Associate Finance Director – Hybrid

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 inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together.

 

The Associate Finance Director position will support Optum Bank (part of Optum Financial Services) and will be responsible for various financial functions, including evaluation of business opportunities, conducting analytics, long range planning and quarterly forecasting, metrics reporting and ad-hoc analysis. This role will also involve creating in-depth financial models and analyzing financial and operational metrics to evaluate and influence various aspects of the Bank’s business performance.  The ideal candidate will have a finance background in the Financial Services or Banking industries.

 

 

Primary Responsibilities:

• Develop and maintain sophisticated financial models for forecasting, budgeting, and scenario analysis to support strategic decision-making
• Lead the creation of business and financial cases for growth opportunities and capital investments, ensuring alignment with company objectives
• Conduct ad-hoc financial analyses to address various business needs and inform strategic decisions
• Partner with business line leaders to analyze product profitability and support growth initiatives, including new product launches and market expansion
• Prepare and deliver executive-level presentations that effectively communicate financial insights and strategic recommendations
• Identify and resolve financial issues by providing actionable solutions and recommendations to enhance financial performance
• Collaborate with cross-functional teams including finance, product, technology, and Bank Leadership to develop and implement strategies, plans, and processes aimed at improving profitability and cost efficiencies
• Conduct comprehensive loan and deposit pricing analyses to ensure competitiveness, margin optimization, and alignment with ALM strategies

 

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 or Accounting
• 5+ years progressive experience in financial planning and analysis
• Advanced proficiency in Excel (including pivot tables and complex formulas) and PowerPoint
• Proven ability to work independently and collaboratively in a fast-paced environment

 

Preferred Qualifications:

• Prior experience in the Financial Services or Banking industry
• Hands-on experience with loan and deposit pricing strategies and modeling
• Strong understanding of bank financial statements, regulatory capital requirements, and liquidity management principles
• Familiarity with Hyperion Essbase, Planning and PeopleSoft Financials
• Experience working in a matrixed organization with the ability to influence stakeholders
• Excellent verbal and written communication skills, capable of engaging with both working and executive levels
• Solid analytical, problem-solving, and communication skills
• Exceptional attention to detail and accuracy

 

 

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 $110,200 to $188,800 annually based on full-time employment. We comply with all minimum wage laws as applicable.

 

Application Deadline: This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants.

 

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.

 

 

UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.

 

UnitedHealth Group is a drug – free workplace. Candidates are required to pass a drug test before beginning employment.