Senior Financial Consultant
About The Position
This position is Onsite. Our office is located at 1 Optum Circle, Eden Prairie, MN. Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together. This position is full time. Employees are required to have flexibility to work any of our shift schedules during our normal business hours of 8:00 am - 5:00 pm. We offer weeks of on-the-job training. The hours of the training will be based on schedule or will be discussed on your first day of employment.
Requirements
- Bachelor’s Degree (or higher) in Accounting or Finance OR equivalent experience
- 4+ years of financial and / or accounting experience
- 4+ years of experience with analyzing and interpreting financial statements
- 3+ years of financial planning / forecasting & analysis experience
- 2+ years of experience with presenting to leadership and / or business owners
- Knowledge and / or understanding of GAAP
- Intermediate level of Microsoft Office Products (Microsoft Word, Microsoft Excel, etc.)
- Candidates are required to pass a drug test before beginning employment.
Nice To Haves
- MBA or CPA
- Oracle Essbase / SmartView Reporting experience
- PeopleSoft experience
- Healthcare or PBM experience
Responsibilities
- Lead consolidation, analysis, and reporting of SG&A expenses, workforce / FTEs, and key operating metrics across multiple functions for month-end close, quarterly forecasts, long-range planning, and annual budgeting cycles
- Own monthly financial close reporting by validating general ledger results, reconciling variances, and delivering accurate expense, FTE’s, and operational performance reporting
- Consolidate and analyze quarterly forecasts, partnering with business leaders to evaluate spending trends, workforce changes, risks, opportunities, and forecast accuracy
- Develop and maintain long-range financial models, incorporating SG&A expense assumptions, workforce planning, productivity initiatives, and strategic growth investments
- Monitor and report key performance indicators, including Cost per Script, Operating Cost Ratio (OCR), workforce productivity metrics, and FTE trends, providing actionable insights to leadership
- Manage SG&A budget transfers and funding reallocations, ensuring compliance with financial governance requirements and alignment with organizational priorities
- Develop, maintain, and enhance pricing and cost allocation models, evaluating the financial impact of pricing strategies, operational changes, and workforce investments while providing insights to support business planning and decision-making
- Prepare executive-level presentations and leadership materials that clearly communicate financial results, forecast updates, workforce trends, key drivers, and recommendations
- Serve as a finance business partner to FP&A, Accounting, HR, and operational leaders, ensuring alignment between financial plans, workforce actions, and business objectives
- Drive ad hoc reporting, dashboard development, process improvements, and management reporting initiatives to enhance transparency, reporting efficiency, and decision-making support
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
