Senior Technical Project Manager

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 Senior Portfolio Analyst provides operational rigor for managing the delivery portfolio, improving forecasting accuracy, and enabling business execution through clear demand, capacity, and investment insights. The role partners with Product, Portfolio, Workforce Management, and Finance to maintain high-quality data, surface delivery risks, and ensure staffing and budgets align to priorities. As AI strategies advance, you will help build AI tools and skills that transform how the organization works, by embedding AI into day-to-day workflows through team and personal digital agents to drive measurable operational efficiencies and improved business performance.

You will enjoy the flexibility to telecommute* from anywhere within the U.S. as you take on some tough challenges.

Primary Responsibilities:

• Analyze and report departmental demand/capacity forecasts and portfolio performance, leveraging AI-enabled analytics where appropriate
• Maintain high-quality data for resource-to-capability alignment and capacity vs. demand reporting within funding allocations
• Maintain estimation standards to quantify demand against capacity by department and capability
• Lead annual planning processes, ensuring consistent documentation, estimates, and timelines
• Maintain accurate funding allocations and financial tracking structures across strategies, initiatives, and teams
• Partner with Portfolio Managers to document priority decisions and business/technology alignment
• Maintain investment accountability structures within delivery tools
• Facilitate monthly portfolio reviews to drive transparency and roadmap alignment
• Maintain and communicate a realistic forecast of portfolio outcomes, risks, and readiness across strategies and initiatives
• Provide fact-based recommendations for portfolio and team rebalancing based on staffing capacity and demand
• Manage multiple initiatives simultaneously
• Own PPMO (PPM Optics) operations, including time compliance and standard activities governance, tool stewardship (access/setup, dashboards), exception triage/outreach, and month-end readiness
• Enable billing capabilities for operations and maintenance, including labor allocation mechanics and required operational reporting
• Build and maintain automated operational reporting and notifications (e.g., scheduled compliance extracts and leader-ready summaries) to reduce manual follow-up and improve timeliness
• Build and scale AI chat/agent solutions, leveraging available enterprise agents (e.g., support-site agents) where appropriate, to streamline portfolio and financial operations, reduce cycle time, and improve data quality
• Design and iterate team and personal digital agents to support forecasting, reporting, and portfolio review preparation, using human-in-the-loop review and measurable outcomes
• Research emerging AI capabilities and translate strategy into a prioritized roadmap of operational use cases aligned to value, governance, and compliance
• Develop reusable AI assets (prompt libraries, agent playbooks, and guardrails) and enable adoption to improve analyst productivity and portfolio insights

General Responsibilities:

• Operate effectively with ambiguity and minimal supervision
• Facilitate collaboration sessions to achieve outcomes
• Apply strong organizational skills and operational planning
• Identify and resolve process gaps
• Delegate to appropriate owners and ensure accountability
• Provide regular leadership updates (e.g., supply/demand health)
• Coordinate alignment sessions with customers and partners to maintain data quality and close issues
• Communicate effectively (written and verbal)
• Other projects as requested by leadership

Leverage enterprise-approved AI tools to streamline workflows, automate tasks, and drive continuous improvement 

You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear directions 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
• 5+ years of experience in presenting and communicating with internal and external stakeholders
• 5+ years of experience in financial and workforce planning/management
• 5+ years of experience automating recurring operational reporting using low-code/no-code tools or scripts (e.g., scheduled extracts, workflow automation, and repeatable data quality checks)
• 5+ years of Advanced Excel proficiency for large data sets (organizing, troubleshooting, and analysis)
• 3+ years of experience with time reporting and labor chargeback concepts (e.g., PPM Optics/PPMO), including compliance monitoring and month-end execution needs

Preferred Qualifications: 

• Strong organizational and planning skills
• Navigate ambiguity and drive alignment across stakeholders
• Maintain staffing-to-capability alignment across teams
• Operate effectively in a highly matrixed environment
• PowerPoint proficiency to translate findings into executive-ready materials
• Use AI chat tools daily to accelerate analysis and drafting, with strong judgment on verification, privacy, and secure data handling
• Evaluate AI approaches/tools, define success metrics, validate outputs, and document risks and controls
•  Prior experience delivering digital solutions and products for internal and external customers
• Experience with time reporting compliance dashboards and leader-facing compliance communications
• Experience with Aha! and agile delivery tools (CA Rally/Jira)
• Experience in workforce planning, finance, or product development
• Knowledge of software and infrastructure engineering (on-prem and cloud)
• Knowledge of consumer digital experience concepts and technology
• Business case development and prioritization methods
• Hands-on experience building or supporting AI agents and workflow automation (e.g., copilots/agents, RPA, API-enabled automations)
• Familiarity with LLM concepts (e.g., prompt engineering, retrieval-augmented generation, and agent orchestration) and responsible enterprise use
• Experience integrating AI into reporting/analytics workflows (e.g., Excel/Power BI, databases, portfolio tools)

*All Telecommuters 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 $91,700 to $163,700 annually based on full-time employment. We comply with all minimum wage laws as applicable.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. 

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.

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