Senior Financial Analyst - Hybrid Utah
About The Position
As a Senior Financial Analyst supporting the Care Delivery organization, you will partner directly with technology and finance leadership to manage operating expense planning, forecasting, reporting, and financial analysis across the OptumCare West Region. This role will provide financial oversight for technology operations, vendor spend, enterprise chargebacks, strategic initiatives, and a limited portfolio of capital investments. You will help leaders make informed business decisions through accurate forecasts, clear variance explanations, and actionable financial insights. This position is full-time (40 hours/week) Monday - Friday. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours of 8:00 am - 5:00 pm MST. It may be necessary, given the business need, to work occasional overtime This position follows a office-based schedule with three in-office days per week. Our office is located at 12921 S Vista Station Blvd, Draper, UT 84020.
Requirements
- Bachelor's Degree in Finance, Accounting, or related field
- 2+ years of experience in financial analysis, FP&A, budgeting, forecasting, or a related finance role
- Experience supporting operating expense budgets, forecasts, month-end reporting, and variance analysis
- Demonstrated solid analytical and problem-solving skills with the ability to synthesize complex data into actionable insights
- Demonstrated advanced proficiency in Excel, including financial modeling and data analysis
- Proven ability to communicate effectively and build solid partnerships with finance, technology, and operational stakeholders
- Ability to work in-office three (3) days per week
- Reside within commutable distance of the office in Draper, UT
- Work from the Draper office three (3) days per week, with the remaining scheduled days worked from an approved home workspace
- Ability to keep all company-sensitive documents and information secure
- Maintain a dedicated home work area that is separated from other living areas and provides information privacy
- Maintain a UnitedHealth Group-approved high-speed internet connection or an existing high-speed internet service for approved work-from-home days
Nice To Haves
- CPA, CMA, or MBA Degree
- Experience supporting Information Technology, infrastructure, applications, or shared-services organizations
- Experience with Hyperion Essbase, Smart View, Oracle, PeopleSoft, or Power BI
- Experience with technology operating expense management, enterprise chargebacks, vendor spend, and capital planning
- Experience preparing executive-level financial presentations and commentary
- Experience in healthcare
Responsibilities
- Lead quarterly, and annual forecasting activities for IT operating expenses across multiple cost centers, and West Region markets
- Analyze actual results against budget, forecast, and prior periods; identify key drivers and develop clear variance explanations
- Maintain financial models, and spend projections for software, infrastructure, and other technology services
- Partner with IT and finance leaders to identify financial risks, opportunities, and savings initiatives
- Track spending trends and provide proactive recommendations to help leaders manage within financial targets
- Review month-end results, accruals, reclasses, and other accounting activity to support accurate financial reporting
- Assist leaders with cost-center management, department and operating-unit alignment, and appropriate general ledger coding
- Analyze enterprise and shared-service technology chargebacks impacting West Region business units
- Support chargeback and allocation forecasting, validate changes, and improve transparency into cost drivers
- Partner with sourcing, procurement, accounts payable, and technology teams on vendor spend analysis, contract financial reviews, purchase orders, and invoice issues
- Monitor recurring vendor and service expenses to ensure appropriate budget alignment and identify potential cost optimization opportunities
- Provide financial support for a limited portfolio of technology capital projects and investments
- Partner with project managers and technology leaders to monitor project financial performance, timing, and available funding
- Translate complex financial information into clear, concise insights and recommendations for leadership
- Prepare executive presentations, dashboards, reporting packages, and financial commentary for recurring business reviews
- Serve as a trusted financial partner to regional IT leaders and collaborate with enterprise and market finance teams
- Develop and enhance financial reporting tools, forecasting models, and repeatable workflows to improve efficiency, accuracy, and scalability
- Leverage advanced Excel, Hyperion Essbase, Smart View, Power BI, and other tools to manage data and streamline reporting
- Perform financial analysis supporting technology strategy, operational decisions, annual planning, and leadership requests
- Evaluate emerging business needs and provide modeling support for new initiatives and cost-management opportunities
- Support special projects and other finance activities as assigned
Benefits
- comprehensive benefits package
- incentive and recognition programs
- equity stock purchase
- 401k contribution
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What This Job Offers
Job Type
Full-time
Career Level
Senior
