Senior Financial Analyst

UnitedHealth Group•Irvine, CA

9d•$16 - $29•Hybrid

About The Position

This position follows Office-Based schedule with 3 in-office days per week. Our office is located at 9 Technology Drive, Irvine, CA. For those who want to invent the future of health care, here's your opportunity. We're going beyond basic care to health programs integrated across the entire continuum of care. Join us to start Caring. Connecting. Growing together. We are seeking a highly analytical and detail-oriented Senior Financial Analyst to join the Optum California Operations Finance team. This role supports workforce planning, operational finance, forecasting, financial modeling, and business analytics activities across the organization. The ideal candidate will possess strong financial and analytical skills with the ability to interpret complex data, identify trends, and provide actionable insights that support operational and financial decision-making. This position plays a key role in workforce planning and operational performance management by partnering with clinical, operational, and finance leaders to develop analyses, forecasts, reports, and financial models that support organizational goals. The ideal candidate will be a critical thinker with strong communication skills who can effectively explain financial and workforce planning results to both financial and non-financial audiences. This position is 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 PST. It may be necessary, given the business need, to work occasional overtime. This will be on-the-job training and the hours during training will be Monday - Friday, 8:00 am - 5:00 pm.

Requirements

Bachelor's degree in Finance, Accounting, Economics, Business Administration, Healthcare Administration, or a related field
Must be 18 years of age or older
3+ years of experience in financial analysis, workforce planning, FP&A, operational finance, business analytics, or related fields
Advanced proficiency in Microsoft Excel including financial modeling, scenario analysis, pivot tables, lookups, and large dataset analysis
Experience working with business intelligence and analytics tools such as Power BI, Tableau, SQL, Python, or similar platforms
Experience developing forecasts, budgets, workforce plans, and financial analyses
Experience working with large and complex datasets and multiple data sources
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 PST. It may be necessary, given the business need, to work occasional overtime.
Strong analytical, quantitative, and problem-solving skills
Strong verbal and written communication skills with the ability to present data and findings to non-financial audiences
Ability to manage multiple priorities and meet deadlines in a fast-paced environment
Ability to work independently while collaborating effectively across teams
Proven attention to detail and commitment to data accuracy
Demonstrated ability to communicate complex financial and operational concepts to diverse audiences
Demonstrated ability to identify business issues, investigate root causes, and recommend solutions
Reside within commutable distance to the office at 9 Technology Drive, Irvine, CA.
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.

Nice To Haves

Healthcare industry experience within a provider, payer, medical group, IPA, or value-based care environment
Experience supporting workforce planning, productivity analysis, labor planning, or operational finance functions
Experience creating dashboards and visualizations using Power BI or Tableau
Experience working in a matrixed organization with multiple stakeholders
Experience supporting operational leaders through financial and workforce planning analyses
Demonstrated collaborative working style with strong customer service and business partnership skills

Responsibilities

Develop, maintain, and enhance workforce planning, staffing, productivity, and financial models to support operational and strategic initiatives
Support monthly forecasting, annual budgeting, long-range planning, and workforce planning activities for assigned business areas
Analyze financial, operational, and workforce data to identify trends, risks, opportunities, and performance drivers
Prepare and maintain recurring reporting, dashboards, scorecards, and ad hoc analyses for operational and executive leadership
Conduct variance analyses and provide meaningful explanations of results compared to budget, forecast, and prior periods
Support scenario modeling and sensitivity analyses to evaluate staffing, productivity, growth, and operational initiatives
Partner with clinical, operational, and finance stakeholders to gather requirements, validate assumptions, and communicate analysis results
Present analyses and recommendations in a clear and concise manner to support decision-making
Interpret workforce planning outputs and explain underlying assumptions, productivity metrics, and financial impacts to business leaders
Monitor key performance indicators including staffing, productivity, utilization, operating expenses, and other operational measures
Ensure accuracy, consistency, and integrity of financial models, reports, and analytical deliverables
Support process improvement initiatives that enhance reporting, forecasting accuracy, and operational efficiency
Assist with special projects, business cases, and strategic analyses as assigned
Perform other duties as assigned