Financial Consultant

UnitedHealth Group•Tampa, FL

18h•$72,800 - $130,000•Remote

About The Position

The Financial Consultant supports financial planning, forecasting, reporting, and strategic partnership activities within Optum’s Specialty and Home Delivery Pharmacy organization. The role drives financial discipline, enables data-driven decision-making, and helps ensure alignment with leadership priorities through analysis, business partnership, and financial insights. This is a full-time, Monday–Friday position. Employees must be flexible to work an eight-hour shift during normal local business hours of 8:00 a.m. to 5:00 p.m.; occasional overtime may be necessary based on business needs. The company provides 4–8 weeks of on-the-job training aligned with the employee’s schedule. The position is national remote, with telecommuting available from anywhere in the U.S. Employees hired in the Minneapolis, Virginia, Maryland, or Washington, D.C. areas must work in the office at least four days per week. Remote employees must secure sensitive company documents, maintain a dedicated private work area, have access to an approved high-speed internet connection, and follow UnitedHealth Group’s Telecommuter Policy.

Requirements

High school diploma/GED or equivalent work experience.
Must be at least 18 years old.
At least 3 years of experience in financial planning and analysis (FP&A) or accounting.
Experience building, maintaining, and improving financial models, with financial statement analysis skills.
Analytical and problem-solving skills, including identifying risks and opportunities, assessing implications, and recommending actionable solutions.
Ability to synthesize complex financial data and communicate insights effectively to financial and non-financial audiences.
Intermediate to advanced Microsoft Excel skills, such as Pivot Tables, INDEX/MATCH, VLOOKUP, and SUMIFS.
Experience using Microsoft Copilot and/or AI-enabled tools to drive efficiency.
Ability to work full-time, Monday through Friday, with flexibility to work an eight-hour shift during normal local business hours of 8:00 a.m. to 5:00 p.m.; occasional overtime may be necessary.
For remote work: ability to secure sensitive company documents, maintain a dedicated work area separated from other living areas that provides information privacy, and live somewhere that can receive an approved high-speed internet connection or use existing high-speed internet service.
Remote employees must adhere to UnitedHealth Group’s Telecommuter Policy.

Nice To Haves

Experience with financial planning systems such as Essbase, Hyperion, or similar.
Ability to work independently in a matrixed environment, manage competing priorities, and influence outcomes with minimal supervision.
Ability to improve processes, enhance reporting, and develop scalable financial models.
Business acumen, an ownership mindset, and accountability for results.

Responsibilities

Lead components of end-to-end financial planning, including forecasting, budgeting, month-end close, and long-term planning, aligned with business strategies and financial calendar deliverables.
Analyze and interpret financial and operational metrics, including consolidated performance indicators, and translate findings into actionable insights that highlight risks and opportunities for leadership.
Prepare and present monthly actual-versus-forecast/budget variance analyses, communicating key drivers and recommendations to senior leadership.
Partner with business leaders across functions to provide financial guidance, support decision-making, and identify trends affecting performance.
Develop, enhance, and maintain financial reporting that communicates performance, forecasts, and variance drivers.
Lead or contribute to ad hoc financial analyses and strategic initiatives across the organization.
Manage competing priorities and evolving business needs while delivering clear, concise, and impactful financial insights.