Regional Financial Planning & Analyst-Pearland TX-Hybrid

UnitedHealth Group•Pearland, TX

7d•$60,200 - $107,400•Remote

About The Position

Kelsey-Seybold Clinic, part of the Optum family of businesses, is hiring a Regional Financial Planning & Analyst to support financial planning and analysis for assigned regions, departments, or service lines. The role contributes to budgeting, forecasting, financial reporting, business analysis, and operational performance improvement. The position offers flexibility to work remotely from anywhere within the U.S.; hires in the Minneapolis or Washington, D.C. area must work in the office at least four days per week. Remote employees must follow UnitedHealth Group’s Telecommuter Policy. The analyst partners with operational leaders, clinic management, and other stakeholders to understand business drivers and provide financial analysis that supports management decisions. Responsibilities include preparing budgets and forecasts, analyzing financial and operational data, producing reporting packages and KPIs, investigating variances, and supporting planning cycles and leadership reviews. The position also supports process improvement, automation, special projects, and analysis of profitability, productivity, patient volumes, expenses, and operational efficiency. The role requires a college degree in finance or equivalent work experience, at least one year of relevant finance experience, proficiency with Microsoft Office, and proven time, organizational, and project management skills. A bachelor’s degree in business, finance, or accounting and two or more years of relevant finance experience are preferred. The annual salary range is $60,200–$107,400 based on full-time employment. Benefits include a comprehensive benefits package, incentive and recognition programs, an equity stock purchase plan, and a 401(k) contribution, subject to eligibility requirements.

Requirements

College degree in finance or equivalent work experience.
At least 1 year of relevant experience in Finance.
Proficiency with Microsoft Office applications.
Proven time management, organizational management, and project management skills.

Nice To Haves

Bachelor’s degree in business, finance, or accounting.
At least 2 years of relevant experience in Finance.

Responsibilities

Assist in developing annual operating budgets and quarterly forecasts for assigned regions, departments, or service lines.
Compile and analyze financial and operational data for budgeting, forecasting, and management decision-making.
Perform variance analysis and identify trends affecting financial performance.
Support financial models and analyses used to evaluate business performance and forecast future results.
Prepare monthly financial reporting packages, dashboards, KPIs, and management reports.
Consolidate financial and operational information from multiple sources and ensure reporting accuracy.
Research variances and provide analysis and commentary regarding month-end results.
Partner with operational leaders, clinic management, and business stakeholders to gather information and understand business drivers.
Support KPI-based budgets, forecasts, and performance reporting.
Assist in evaluating operational performance and identifying process improvement opportunities.
Analyze profitability, labor productivity, patient volume trends, expense management, and operational efficiency initiatives.
Help identify cost-saving opportunities and recommend performance improvements.
Support annual planning, forecast updates, month-end close analytics, management presentations, and leadership reporting.
Prepare materials for operating reviews and budget discussions.
Identify opportunities to improve financial reporting, analytics, forecasting accuracy, and data integrity.
Support automation and continuous improvement initiatives within FP&A processes.
Perform financial analyses, reporting requests, business cases, operational studies, and special projects as assigned by FP&A leadership.