Associate Director - Capital Finance - Eden Prairie, MN

UnitedHealth Group•Eden Prairie, MN

1d•$112,700 - $193,200

About The Position

The Associate Director - Capital Finance serves as a key finance leader and strategic advisor for the Optum Rx Capital Portfolio, which represents approximately $425 million in annual capital investment. The role provides end-to-end financial stewardship, including capital planning, forecasting, performance management, governance, benefits tracking, executive reporting, and investment decision support. The Associate Director leads portfolio consolidation and develops executive narratives for quarterly forecasts, annual planning, and long-range planning. The role partners with business leaders, portfolio managers, program teams, and enterprise finance stakeholders to align investment decisions with strategic priorities, financial commitments, and enterprise governance requirements. The position oversees capital governance processes and financial data quality and integrity within Capital Demand Management (CDM), while increasing transparency into portfolio performance, benefits realization, risks, and opportunities. It also enables portfolio managers and program teams, supports cross-functional decision-making, mentors team members, and advances process improvement, automation, analytics, and standardized investment management practices.

Requirements

Bachelor's degree in Finance, Accounting, Economics, or a related field.
5+ years of progressive experience in FP&A, capital finance, investment management, accounting, or related finance functions.
Experience presenting financial results, recommendations, and investment strategies to senior leadership.
Demonstrated experience leading complex financial planning, forecasting, and portfolio management processes.
Strong business acumen and ability to influence cross-functional stakeholders and drive decision-making.
Advanced analytical, financial modeling, and problem-solving capabilities.
Ability to manage multiple priorities in a fast-paced, matrixed environment.

Nice To Haves

Experience supporting large-scale capital portfolios, technology investments, or enterprise transformation programs.
Experience leading enterprise planning processes, including annual budgets and long-range plans.
Experience leading teams, mentoring colleagues, or managing cross-functional initiatives.
Knowledge of capital governance frameworks, business case development, and benefits realization methodologies.
Familiarity with capital portfolio management and reporting tools, including CDM and related financial systems.

Responsibilities

Lead financial oversight of the Optum Rx capital portfolio, providing strategic guidance on investment decisions, portfolio prioritization, and resource allocation.
Own portfolio consolidation, capital committee reporting, and executive-level narratives for quarterly forecasts, annual operating plans, and long-range planning cycles.
Partner with senior business and technology leaders to evaluate investment strategies and align them with organizational objectives.
Synthesize complex financial and operational information into actionable insights and recommendations for executive leadership.
Lead quarterly forecasts, annual budget development, and long-range capital planning across the Optum Rx portfolio.
Improve portfolio-level forecasting accuracy, financial accountability, and variance management.
Identify financial risks and opportunities and develop mitigation strategies with business stakeholders.
Deliver timely, accurate performance reporting, trend analysis, and recommendations to senior leadership.
Oversee portfolio financial data to ensure accuracy, completeness, and consistency across reporting platforms and governance processes.
Serve as the primary finance owner for CDM data quality and portfolio reporting integrity.
Partner with program teams to review, validate, and update project financials, investment assumptions, timelines, and benefit projections.
Establish controls and governance processes that improve transparency, audit readiness, and decision-making quality.
Advise portfolio managers and program teams on capital finance policies, reporting requirements, and governance expectations.
Lead training and education to improve financial acumen, reporting consistency, and forecasting discipline across the capital portfolio.
Influence decision-making across Finance, Technology, Operations, and Business teams through partnership and executive communication.
Mentor team members and promote best practices in capital planning, analysis, and investment management.
Drive continuous improvement in capital planning, forecasting, reporting, and governance processes.
Identify opportunities to automate reporting, improve analytics, and streamline financial workflows.
Champion standardized tools, reporting frameworks, and investment management practices across the portfolio.