Associate Director - Capital Finance - 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 in making healthcare work better for everyone through people-led, responsible AI while
Caring. Connecting. Growing together.

The Associate Director - Capital Finance serves as a key finance leader and strategic advisor supporting the Optum Rx Capital Portfolio, representing approximately $425M in annual capital investment. This role is responsible for end-to-end financial stewardship of the portfolio, including capital planning, forecasting, performance management, governance, benefits tracking, executive reporting, and investment decision support.

As a key finance partner for the Optum Rx capital portfolio, the Associate Director leads portfolio consolidation and executive narrative development across quarterly forecasts, annual planning, and long‑range planning processes. This role partners closely with business leaders, portfolio managers, program teams, and enterprise finance stakeholders to ensure investment decisions align with strategic priorities, financial commitments, and enterprise governance requirements.

The Associate Director provides leadership over capital governance processes, oversees data quality and financial integrity within Capital Demand Management (CDM), and drives transparency into portfolio performance, benefits realization, risks, and opportunities.

Primary Responsibilities:

• Portfolio Financial Leadership & Strategic Planning
• Lead financial oversight of the Optum Rx capital portfolio, providing strategic guidance on investment decisions, portfolio prioritization, and resource allocation
• Own portfolio consolidation, capital committee reporting, and development of executive-level narratives for quarterly forecasts, annual operating plans, and long‑range planning cycles
• Partner with senior business and technology leaders to evaluate investment strategies and ensure alignment with organizational objectives
• Synthesize complex financial and operational information into actionable insights and recommendations for executive leadership
• Forecasting, Planning & Performance Management
• Lead quarterly forecast processes, annual budget development, and long‑range capital planning activities across the Optum Rx portfolio
• Drive portfolio‑level forecasting accuracy, financial accountability, and variance management
• Identify key financial risks and opportunities and develop mitigation strategies in partnership with business stakeholders
• Deliver timely and accurate performance reporting, trend analysis, and recommendations to senior leadership
• Capital Data Governance & Financial Integrity
• Provide oversight of portfolio financial data, ensuring accuracy, completeness, and consistency across reporting platforms and governance processes
• Serve as the primary finance owner for CDM data quality and portfolio reporting integrity
• Partner with program teams to review, validate, and update project financials, investment assumptions, timelines, and benefit projections
• Establish controls and governance processes that improve transparency, audit readiness, and decision‑making quality
• Portfolio Manager Enablement & Cross‑Functional Leadership
• Serve as a trusted advisor and subject matter expert to portfolio managers and program teams on capital finance policies, reporting…