Sr Treasury Consultant, Investment, Debt & Derivative Accounting - Eden Prairie, MN preferred, remote considered
About The Position
The Senior Treasury Consultant plays a senior execution and technical leadership role within Corporate Treasury’s Investment, Debt, and Derivative Accounting team. This position focuses on complex investment accounting, NAIC compliance, and integration of financials from acquired entities. The consultant ensures accurate reporting across GAAP, Statutory, and Tax bases while collaborating with cross-functional teams to drive operational excellence. The role also leverages advanced technologies to streamline processes and enhance reporting accuracy. You’ll enjoy the flexibility to work remotely from anywhere within the U.S. as you take on some tough challenges. For all hires in the Minneapolis or Washington, D.C. area, you will be required to work in the office a minimum of four days per week.
Requirements
- Bachelor’s degree in accounting or finance
- 5+ years of experience in Treasury, Finance, or a related accounting field
- Experience with accounting systems and investment products
- Solid understanding of GAAP, NAIC requirements, or insurance regulations
- Advanced proficiency in Microsoft Excel, including macros and complex formulas
- Ability to work independently and collaboratively in a fast-paced environment
Nice To Haves
- CPA, CFA, or CTP certification
- Experience with financial reporting, financial metrics, or earnings release support
- Experience coaching or supporting less-experienced team members in a matrixed environment
- Experience with State Streets investment software (PAM for Investment/Mortgages)
- Experience with FIS treasury workstation (Quantum)
- Experience with systems or tools such as Python, PeopleSoft Financials, Bloomberg, or Power B, Alteryx
- Solid organization skills with a demonstrated commitment to diligence and accuracy
- Excellent written and verbal communication skills
- Ability to resolve complex issues under tight deadlines while adapting to changing priorities
Responsibilities
- Monitor accounting and compliance for UnitedHealth Group’s investment portfolio across US GAAP, Statutory, and Tax bases
- Independently own and execute key components of period-end close activities, including account analysis, reconciliations, reasonableness checks, and subledger entries
- Collaborate with Capital Markets, Cash Management, and Investment Management teams to support reporting, reconciliation, and debt/derivative setup
- Process trades, report gains/losses, and perform related financial analyses
- Assist with intercompany loan transactions, eliminations, and potential foreign exchange (FX) hedging activities
- Lead accounting and integration of complex investments (e.g., asset-based financing, private credit, equity-backed instruments) and ensure NAIC compliance, including preparation and review support for statutory schedules (Schedule B, BA, D, DA) and analysis of RBC impacts and related regulatory considerations
- Support integration of investments and financials of acquired companies, with a strong understanding of insurance-related requirements
- Serve as a subject-matter expert on accounting systems and complex investment products, supporting issue resolution and execution quality
- Utilize tools such as PAM for Investments, Python, PeopleSoft Financials, Bloomberg, and Power BI to drive continuous improvement in Treasury operations
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
