Senior Financial Analyst - Tempe, AZ

UnitedHealth Group•Tempe, AZ

6d•$72,800 - $130,000•Hybrid

About The Position

The Senior Financial Analyst will support the OptumCare Arizona/New Mexico Financial Planning & Analysis team, primarily within the Employed Group space. This role will lead financial analysis, forecasting, budgeting, provider compensation modeling, incentive calculations, and clinical P&L performance reporting. The Senior Financial Analyst will partner closely with finance, operations, clinical, and senior leadership teams to translate complex financial and operational data into actionable insights that support strategic decision-making, margin improvement, and business performance. This position provides analysis of clinic performance, provider productivity, quality incentives, staffing needs, and other key operational drivers. The Senior Financial Analyst will develop clear, concise reporting and recommendations that help leaders understand financial performance, identify risks and opportunities, and execute against strategic and operational goals.

Requirements

Bachelor's degree in Finance, Accounting, Data Analytics or related field
Must be 18 years of age OR older
Experience anticipating accounting, financial reporting, forecasting, and operational issues; assessing business implications; and developing appropriate action plans
Experience owning and managing financial models and improving financial processes
Intermediate to advanced proficiency in Microsoft Excel, including PivotTables, XLOOKUP, Power Query, and related analytical functions
Excellent communication, executive presence, and influencing skills, with the ability to translate complex financial concepts for a variety of audiences
Ability to work full-time, Monday - Friday. Employees are required to work an 8-hour shift schedule during our normal business hours of 8:00 am - 5:00 pm. It may be necessary, given the business need, to work occasional overtime
Reside within commutable distance to the office at 1225 West Washington Street, Tempe, AZ 85288
Ability to keep all company sensitive documents secure (if applicable)
Required to have a dedicated work area established that is separated from other living areas and provides information privacy
Must live in a location that can receive a UnitedHealth Group approved high-speed internet connection or leverage an existing high-speed internet service
Ability to build solid cross-functional relationship, work collaboratively, and influence in a matrixed environment

Nice To Haves

CPA or MBA
Experience using Microsoft Power BI, Hyperion Essbase, Planful
Experience working in healthcare
Experience working directly with providers/physicians
Experience working with large datasets, analytics, and advanced financial modeling
Solid quantitative, analytical, communication, and relationship-building skills, paired with a growth-oriented mindset

Responsibilities

Perform monthly and quarterly calculations of provider productivity and quality initiatives
Continuous financial analysis and modeling of employed provider compensation plans for primary care and specialties
Develop, interpret, and present compensation and performance results to finance, clinical, and operations leaders
Support provider education by explaining compensation plan mechanics, incentive drivers, and performance results in a clear and actionable manner
Manage monthly reporting and analysis of revenue, SG&A, margin, and key clinical financial performance metrics
Analyze clinical financial performance at a detailed and segmented level to identify trends, variances, risks, and improvement opportunities
Partner with senior operations leaders to set statistical metrics, enhancing awareness of contractual and operational performance
Lead, track and follow-up with senior leaders on efficiency initiatives
Partner with finance colleagues and department leaders to develop budgets, forecasts, and long-range financial plans
Develop cost-benefit analyses, staffing models, and financial business cases for key strategies and operational initiatives
Contribute to company-wide business planning by providing financial insights, scenario analysis, and recommendations that support strategic priorities
Perform detailed financial and qualitative analysis for potential provider group acquisitions, network arrangements, and strategic growth opportunities
Partner with M&A stakeholders to validate financial modeling assumptions, support due diligence, and assist with financial and accounting integration activities
Assist other team members as needed
Assist with Capital Asset Requests and FTE requisitions
Create and manage ad hoc reporting for senior management and regional/national finance stakeholders
Identify opportunities to streamline reporting, enhance analytical tools, improve data presentation, and increase efficiency across financial processes