Manager – Financial Planning and Analysis

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.

Candidates for this role should have 10+ years of combined experience in finance and/or financial systems, along with solid expertise in FP&A or a comparable function. They should be self-starters with solid work ethic and a solid foundation in finance and accounting.

Primary Responsibilities:

• Lead the forecasting and budgeting cycle for Optum Tech by partnering with cross functional teams to build detailed budgets and forecasts
• Interpret complex data sets to identify key drivers impacting the budget and forecast, and effectively communicate insights to stakeholders
• Analyze financial information and develop financial models to support strategic and operational decision making
• Collaborate with key business partners and FP&A stakeholders to refine expense assumptions, share insights, and evaluate scenario sensitivities
• Deliver recurring expense forecasts, variance analyses, and performance explanations while working closely with cross functional teams
• Prepare and present monthly, quarterly, and annual financial reports with clear insights and actionable recommendations
• Create and maintain financial reporting frameworks to communicate actuals, forecasted results, and variances against plan, forecast, and budget
• Partner with business leaders to develop and recommend strategies, plans, and processes that enhance profitability and cost efficiency
• Conduct Forecast vs actual analysis, investigate material variances, and provide comprehensive variance commentaries
• Produce month end reporting packs, variance reports, and Monthly Business Review (MBR) presentations
• Execute cost management initiatives and perform trend and driver based analysis
• Exhibit solid proficiency in Microsoft Excel and PowerPoint, with excellent modeling, analytical, and communication capabilities
• Comply with the terms and conditions of the employment contract, company policies and procedures, and any and all directives (such as, but not limited to, transfer and/or re-assignment to different work locations, change in teams and/or work shifts, policies in regards to flexibility of work benefits and/or work environment, alternative work arrangements, and other decisions that may arise due to the changing business environment). The Company may adopt, vary or rescind these policies and directives in its absolute discretion and without any limitation (implied or otherwise) on its ability to do so

Required Qualifications:

• Bachelor’s degree in finance or accounting – CA/ MBA (Finance) from good business school
• Experience developing financial reports and metrics
• General knowledge of accounting/financial/operational principles. Excellent analytical and data analysis skills
• Solid understanding of internal revenue, chargebacks, and passthrough methodologies
• Advanced proficiency in MS Office tools, especially Excel and Access, with required experience in MPWR and Hyperion SmartView/Essbase
• Demonstrated solid expertise in infrastructure-related charges and the underlying flow of expenses
• Proven superior attention to detail and ability to successfully manage multiple competing priorities while maintaining a view of the big picture
• Proven solid communication skills with all levels within an organization
• Proven interpersonal and communication skills with the ability to interact with various management levels
• Proven ability to manage multiple tasks and adapt to a changing, fast-paced environment

Preferred Qualifications:

• Hands-on experience with data visualization tools such as Power BI, Power Query, and Power Pivot 
• Working experience in Data visualization tools i.e. Power BI, Power Query / Pivot 
• Solid MS Office (Excel and PowerPoint) modeling, analytics and communication skills
• Proficient with MS Office tools especially Advanced Excel and MS Access. Knowledge of MPWR & Hyperion SmartView/Essbase Financial tools is mandatory

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.