Senior Financial Analyst| Draper, UT

Financial Consultant

This position follows a hybrid schedule with (4) days per week in-office days per week. Our office is located at 12921 S Vista Station Blvd, Draper, UT 84020.

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.

We don't just aspire to help people live healthier lives, we have the know-how to help make it a reality for millions. As a Financial Consultant, you will partner directly with finance and operational leadership on forecasting, financial performance analysis, and executive-level insights across the Utah and Idaho markets, with a focus on key healthcare drivers including membership, risk adjustment, and medical costs.

That's a lot of responsibility, but you will have the support and resources of a Fortune 5 industry leader behind you every step of the way.

This position is full-time (40 hours/week) Monday
- Friday. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours of 8:00 am - 5:00 pm MST. It may be necessary, given the business need, to work occasional overtime.

We offer weeks of on-the-job training. The hours of the training will be aligned with your schedule.

• Financial Planning, Forecasting, and Performance Analysis:
  • Quarterly forecasting and monthly variance analysis across key business drivers, including membership, risk adjustment, and medical costs
  • Develop financial bridges and executive-level insights to explain performance vs. plan and prior periods
  • Partner with finance and operational leadership to identify risks, opportunities, and key business trends
• Executive Communication and Business Partnership:
  • Translate complex financial results into clear, concise insights for senior leadership
  • Support preparation of executive presentations, commentary, and business reviews
  • Influence decision-making through data-driven storytelling and financial guidance
• Process Improvement and Automation:
  • Develop and enhance financial models, reporting tools, and workflows to improve efficiency and scalability
  • Leverage advanced Excel and data tools to manage large datasets and streamline reporting processes
• Provider Compensation and Incentive Calculations:
  • Perform quarterly calculations of provider productivity and quality initiatives that adjust their compensation
  • Develop reporting outputs for operations, senior management, and providers; serve as a key contact to explain results and address questions
• SG&A Management:
  • Manage the reporting and analysis of SG&A month end close
  • Research and understand business operations to identify cost optimization initiatives
  • Lead, track, and follow up with Sr. leaders on SG&A efficiency initiatives
  • Oversee the improvement of SG&A management reporting on a detailed and segmented basis to ensure cost tracking and containment with Sr. leaders
  • Partner with operational Sr. leaders to assist in setting statistical metrics to enhance awareness of operational performance and decisions around FTE management
• Acquisition Analysis and Presentation:
  • Support financial/qualitative analysis on potential acquisitions of provider groups and network deals
• Strategic and Ad Hoc Analysis:
  • Creation and management of ad hoc requests and reporting from Sr. Management

You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

• Bachelor's Degree in Finance, Accounting, Economics, or related field
• Must be 18 years of age OR older
• 2+ years of experience in financial analysis, FP&A, or related role
• Analytical skills with ability to synthesize complex data into actionable insights
• Advanced proficiency in Excel, including financial modeling and data analysis
• Ability to work on-site. Our office is located at 12921 S Vista Station Blvd, Draper, UT 84020
• Ability to work full-time (40 hours/week) Monday
  - Friday. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours of 8:00 am - 5:00 pm MST. It may be necessary, given the business need, to work occasional overtime

• CPA license or MBA Degree
• Hyperion Essbase, database, and People Soft experience
• Experience preparing executive-level financial presentations and commentary
• Experience in healthcare
• Ability to create a positive team-based work environment

• Reside…