Senior Financial Analyst
About The Position
The Senior Financial Analyst will play a key role in supporting Optum Technology's quarterly revenue forecasting and annual rate-setting processes. This position partners closely with technology service owners, finance teams, operational leaders, and executive stakeholders to develop accurate forecasts, maintain financial models, validate business assumptions, and support enterprise chargeback and revenue recovery activities. This role offers substantial ownership and visibility, with responsibility for coordinating forecasting activities across multiple stakeholders while driving continuous improvement in financial processes and reporting. The successful candidate will combine strong analytical skills with a curiosity for how systems, processes, and financial models work together to influence business outcomes. As forecasting complexity and stakeholder demand continue to grow, this position will help expand operational capacity, strengthen financial controls, improve scalability, and enhance the transparency of Optum Technology's forecasting and rate-setting processes. The analyst will have the opportunity to influence enterprise-wide financial decisions while helping shape the future direction of key finance operations.
Requirements
- Bachelor's Degree (or higher) in Finance, Accounting, Economics, Business, Information Systems, or related field
- Experience in financial planning and analysis, forecasting, corporate finance, accounting, or related analytical roles
- Experience in working with large datasets and performing detailed financial analysis
- Proficiency in Microsoft Excel, including financial modeling, data analysis, and complex formulas
- Communication skills with the ability to present complex financial concepts to diverse audiences
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment
- Flexibility to work any of our shift schedules during our normal business hours of 8:00 am - 5:00 pm
Nice To Haves
- Experience with supporting forecasting, budgeting, chargeback, cost allocation, or rate-setting processes
- Experience with Power BI, Power Query, SQL, Alteryx, or similar analytical tools
- Experience with partnering across finance, operations, and technology organizations
- Exposure to process improvement methodologies or automation initiatives
- Knowledge of technology finance, IT cost recovery, or shared service financial models
Responsibilities
- Support and coordinate the quarterly revenue forecasting cycle for Optum Technology services
- Partner with internal service teams, Optum Technology leaders, segment finance organizations, and finance leadership to collect, validate, and analyze forecast assumptions
- Maintain forecasting models and supporting analyses used to project technology revenue recovery
- Identify, investigate, and explain forecast variances, emerging trends, and financial risks
- Develop executive-ready reporting, presentations, and financial summaries for leadership review
- Drive accountability for forecast accuracy within assigned areas of ownership
- Recommend and implement process improvements that increase forecasting efficiency, accuracy, and transparency
- Establish strong working relationships across finance, operations, and technology organizations
- Support the annual Optum Technology Rate Card and Recosting process for approximately 100 technology services
- Maintain and enhance financial models used in the development of service rates and chargeback methodologies
- Coordinate data intake, validation, and reconciliation activities across multiple stakeholders
- Partner with service owners and finance teams to ensure cost, volume, and allocation inputs are complete and accurate
- Perform financial analyses to evaluate rate drivers, cost changes, volume impacts, and recovery assumptions
- Support governance activities, documentation standards, and financial controls related to the rate-setting process
- Identify opportunities to streamline workflows, automate manual activities, and improve reporting capabilities
- Assist with the development of recurring management reporting and audit-ready support documentation
- Participate in the implementation of process enhancements that improve scalability and operational effectiveness
Benefits
- comprehensive benefits package
- incentive and recognition programs
- equity stock purchase
- 401k contribution
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
