Senior Director, Treasury Capital Markets and Strategic Modeling - Eden Prairie, MN preferred, Remote considered

UnitedHealth Group•Eden Prairie, MN

77d•$159,300 - $273,200•Remote

About The Position

Within the Capital Markets & Balance Sheet Management group, the Senior Director, Treasury Capital Markets and Strategic Modeling is responsible for leading Treasury's enterprise capital allocation analytics, strategic financial modeling, and decision-support capabilities to inform and optimize liquidity, capital structure, and long-term enterprise value creation. This role will combine Treasury, Capital Markets, and Insurance experience with advanced modeling capabilities to evaluate enterprise liquidity, capital structure, capital requirements, and long-term strategic growth opportunities. The Senior Director will be expected to translate complex business questions into actionable financial analysis, executive-level recommendations, and scalable modeling frameworks that improve decision quality across Treasury and Finance. The role will partner closely with senior leadership, business segment finance teams, corporate functions, external financial institutions, and other key stakeholders to support capital planning, liquidity management, capital optimization, strategic transaction analysis, and modernization of Treasury’s financial modeling infrastructure.

Requirements

Undergraduate degree in Finance, Economics, Accounting, Actuarial Science, Mathematics, Data Analytics, or a related field
10+ years of experience in Treasury, Finance, Capital Markets, Corporate Finance, Insurance Finance, Financial Planning & Analysis, or related analytical field
Demonstrated expertise building, maintaining, and explaining complex financial models used for executive decision support, capital allocation, liquidity planning, capital structure analysis, or strategic financial planning
Proven solid understanding of Treasury and Capital Markets activities, including debt financing, liquidity management, capital structure, credit facilities, commercial paper, shareholder distributions, and risk management
Advanced or expert-level proficiency in Excel and PowerPoint, with the ability to structure complex models and present conclusions clearly to senior and executive leadership
Proven solid critical thinking, problem-solving, and analytical skills, with the ability to evaluate complex financial situations, identify key drivers, and recommend practical actions
Proven excellent oral and written communication skills, with the ability to translate complex analysis into concise, executive-ready messaging
Demonstrated diligence, accuracy, organizational skills, and ability to manage multiple priorities under tight deadlines
Demonstrated ability to partner across Finance, business segments, and corporate functions to improve data flows, analytical processes, and decision-making quality

Nice To Haves

MBA, CPA, CFA, CTP, FSA, ASA, or other relevant professional certification
Experience with capital planning, liquidity forecasting, debt capacity analysis, capital allocation, shareholder distribution analysis, capital forecasting, or long-range financial planning
Experience modernizing financial models, automating manual processes, improving model governance, or redesigning legacy financial planning tools
Experience with AI, predictive analytics, large language models, enterprise data platforms, or automation tools used to improve financial modeling, analysis, research, documentation, or workflow efficiency
Experience with Bloomberg, S&P Capital IQ, Alteryx, Power BI, Python, SQL, or other analytical, market data, business intelligence, or automation platforms
Formal or informal experience managing, training, and developing individual contributors on analytical, modeling, Treasury, or Finance teams
Highly initiative-taking, intellectually curious, and achievement-focused professional with a solid orientation toward process improvement, analytical excellence, and scalable decision support

Responsibilities

Design sophisticated financial models that translate complex business questions into executive decision support, strategic recommendations, and clear financial implications for senior and executive leadership
Develop and maintain capital allocation models that optimize enterprise liquidity, capital requirements, debt capacity, shareholder distributions, and long-term growth while balancing financial risk, regulatory requirements, and capital structure priorities
Build robust scenario and sensitivity analyses to evaluate strategic alternatives under varying macroeconomic conditions, market environments, regulatory assumptions, operating performance scenarios, and business planning assumptions
Establish standardized modeling frameworks, methodologies, documentation, and governance practices that improve consistency, transparency, scalability, and decision quality across Treasury
Evaluate and modernize legacy Treasury models and processes by redesigning model architecture, improving the flow of financial information, automating manual activities, and leveraging enterprise data and AI capabilities to increase efficiency, scalability, and analytical rigor
Partner across Finance, business segments, Corporate Development, Accounting, Actuarial, Tax, Legal, and other functions to streamline the flow of financial and operational information into Treasury models, reduce manual processes, improve data quality, and strengthen cross-functional alignment
Evaluate and apply AI, predictive analytics, and large language models, including enterprise AI platforms, Claude, GPT, and similar tools, to enhance financial modeling, research, analysis, documentation, and Treasury decision-making
Support the debt financing process and broader capital markets strategy through analysis of senior unsecured notes, commercial paper, bank loans, credit facilities, structured financing alternatives, and other funding solutions used to meet short-term and long-term liquidity needs
Manage, develop, and train individual contributors on the team, with a focus on strengthening modeling discipline, analytical judgment, executive communication, and the ability to translate complex analysis into concise, actionable recommendations
Present analyses, scenario assessments, and strategic recommendations to Treasury leadership, executive management, and other senior stakeholders to support enterprise financial decision-making