Senior Financial Analyst

This position follows Office-Based schedule with 3 in-office days per week. Our office is located at 9 Technology Drive, Irvine, CA.

For those who want to invent the future of health care, here's your opportunity. We're going beyond basic care to health programs integrated across the entire continuum of care. Join us to start Caring. Connecting. Growing together.

We are seeking a highly analytical and detail-oriented Senior Financial Analyst to join the Optum California Operations Finance team. This role supports workforce planning, operational finance, forecasting, financial modeling, and business analytics activities across the organization. The ideal candidate will possess strong financial and analytical skills with the ability to interpret complex data, identify trends, and provide actionable insights that support operational and financial decision-making.

This position plays a key role in workforce planning and operational performance management by partnering with clinical, operational, and finance leaders to develop analyses, forecasts, reports, and financial models that support organizational goals. The ideal candidate will be a critical thinker with strong communication skills who can effectively explain financial and workforce planning results to both financial and non-financial audiences.

This position is full-time, Monday
- Friday. Employees are required to work an 8-hour shift schedule during our normal business hours of 8:00 am - 5:00 pm PST. It may be necessary, given the business need, to work occasional overtime.

This will be on-the-job training and the hours during training will be Monday
- Friday, 8:00 am - 5:00 pm.

• Develop, maintain, and enhance workforce planning, staffing, productivity, and financial models to support operational and strategic initiatives
• Support monthly forecasting, annual budgeting, long-range planning, and workforce planning activities for assigned business areas
• Analyze financial, operational, and workforce data to identify trends, risks, opportunities, and performance drivers
• Prepare and maintain recurring reporting, dashboards, scorecards, and ad hoc analyses for operational and executive leadership
• Conduct variance analyses and provide meaningful explanations of results compared to budget, forecast, and prior periods
• Support scenario modeling and sensitivity analyses to evaluate staffing, productivity, growth, and operational initiatives
• Partner with clinical, operational, and finance stakeholders to gather requirements, validate assumptions, and communicate analysis results
• Present analyses and recommendations in a clear and concise manner to support decision-making
• Interpret workforce planning outputs and explain underlying assumptions, productivity metrics, and financial impacts to business leaders
• Monitor key performance indicators including staffing, productivity, utilization, operating expenses, and other operational measures
• Ensure accuracy, consistency, and integrity of financial models, reports, and analytical deliverables
• Support process improvement initiatives that enhance reporting, forecasting accuracy, and operational efficiency
• Assist with special projects, business cases, and strategic analyses as assigned
• Perform other duties as assigned

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, Business Administration, Healthcare Administration, or a related field
• Must be 18 years of age or older
• 3+ years of experience in financial analysis, workforce planning, FP&A, operational finance, business analytics, or related fields
• Advanced proficiency in Microsoft Excel including financial modeling, scenario analysis, pivot tables, lookups, and large dataset analysis
• Experience working with business intelligence and analytics tools such as Power BI, Tableau, SQL, Python, or similar platforms
• Experience developing forecasts, budgets, workforce plans, and financial analyses
• Experience…