Senior Financial Analyst - Tempe, AZ

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.

The Senior Financial Analyst will support the Optum Care Arizona/New Mexico Financial Planning & Analysis team, primarily within the Employed Group space. This role will lead financial analysis, forecasting, budgeting, provider compensation modeling, incentive calculations, and clinical P&L performance reporting. The Senior Financial Analyst will partner closely with finance, operations, clinical, and senior leadership teams to translate complex financial and operational data into actionable insights that support strategic decision-making, margin improvement, and business performance.

This position provides analysis of clinic performance, provider productivity, quality incentives, staffing needs, and other key operational drivers. The Senior Financial Analyst will develop clear, concise reporting and recommendations that help leaders understand financial performance, identify risks and opportunities, and execute against strategic and operational goals.

This is a full-time position, Monday through Friday, with an 8-hour shift during normal business hours of 8:00 a.m. to 5:00 p.m. Occasional overtime may be required based on business needs.

Training will be conducted on the job during regular business hours, Monday through Friday, 8:00 a.m. to 5:00 p.m.

This position follows an office-based schedule with 1 in-office day per week in our Tempe office. Our office is located at 1225 West Washington Street, Tempe, AZ 85288.

• Provider Compensation & Incentive Calculations:
  • Perform monthly and quarterly calculations of provider productivity and quality initiatives
  • Continuous financial analysis and modeling of employed provider compensation plans for primary care and specialties
  • Develop, interpret, and present compensation and performance results to finance, clinical, and operations leaders
  • Support provider education by explaining compensation plan mechanics, incentive drivers, and performance results in a clear and actionable manner
• Clinical P&L Management:
  • Manage monthly reporting and analysis of revenue, SG&A, margin, and key clinical financial performance metrics
  • Analyze clinical financial performance at a detailed and segmented level to identify trends, variances, risks, and improvement opportunities
  • Partner with senior operations leaders to set statistical metrics, enhancing awareness of contractual and operational performance
  • Lead, track and follow-up with senior leaders on efficiency initiatives
• Forecasting & Budgeting:
  • Partner with finance colleagues and department leaders to develop budgets, forecasts, and long-range financial plans
  • Develop cost-benefit analyses, staffing models, and financial business cases for key strategies and operational initiatives
  • Contribute to company-wide business planning by providing financial insights, scenario analysis, and recommendations that support strategic priorities
  • Acquisition Analysis & Integration Support:
  • Perform detailed financial and qualitative analysis for potential provider group acquisitions, network arrangements, and strategic growth opportunities
  • Partner with M&A stakeholders to validate financial modeling assumptions, support due diligence, and assist with financial and accounting integration activities
• Other Responsibilities:
  • Assist other team members as needed
  • Assist with Capital Asset Requests and FTE requisitions
  • Create and manage ad hoc reporting for senior management and regional/national finance stakeholders
  • Identify opportunities to streamline reporting, enhance analytical tools, improve data presentation, and increase efficiency across financial processes

• Bachelor's degree in Finance, Accounting, Data Analytics or related field
• Must be 18 years of age OR older
• Experience anticipating accounting, financial reporting, forecasting, and operational issues; assessing business implications; and developing appropriate action plans
• Experience owning and managing financial…