Manager-Financial Planning and Analysis

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.

Primary Responsibilities:

• Leverage solid analytical skills to interpret complex data sets and support strategic decision-making, particularly in revenue forecasting
• Understand finance, forecasting, financial modeling, high excel skills, and good interpersonal skills with a drive to go above and beyond
• Utilize advanced proficiency in Microsoft Excel and Office Suite to build models, generate reports, and streamline financial processes
• Collaborate effectively within a matrixed organizational structure, coordinating across departments and geographies to align on business goals
• Communicate insights clearly and persuasively to stakeholders at all levels, both verbally and in writing
• Analyze financial data and develop financial models to support business decisions
• Collaborate with key business partners and stakeholders across the FP&A organization to support expense projection assumptions, share insights and scenario sensitivities
• Analyze budget vs. actual performance, investigate significant variances, and provide variance commentaries
• Provide Month-end reporting, variance analysis and Monthly business review decks
• Deliver regular expense projections, variance analysis, and explanations on business performance while collaborating with cross-functional team members
• Preparation & submission of Annual Budget and associated Forecasts (2+10, 5+7, 8+4 & 10+2)
• Prepare and perform financial statement analysis and commentary (Actuals vs. Forecast vs Budget)
• Implement cost management initiatives and perform trend analysis
• Roll-out the final budget/forecast to Business & update the forecast numbers in MPWR & Foresight+
• Demonstrates business-specific knowledge of formal budget/ financial planning processes
• Analyzes complex financial data and summarize results and recommendations to management for decision making purpose
• Drives standardization and process improvement and contribute towards adding value to the business partners
• Comply with the terms and conditions of the employment contract, company policies and procedures, and any and all directives (such as, but not limited to, transfer and/or re-assignment to different work locations, change in teams and/or work shifts, policies in regard to flexibility of work benefits and/or work environment, alternative work arrangements, and other decisions that may arise due to the changing business environment). The Company may adopt, vary or rescind these policies and directives in its absolute discretion and without any limitation (implied or otherwise) on its ability to do so

Required Qualifications:

• 8+ years of combined experience in finance and/or financial systems, and extensive knowledge of FP&A or a similar role. Candidates must be self-starter with a solid work ethics with solid F&A background
• Solid MS Office (Excel and PowerPoint) modeling, analytics and communication skills
• Proficient with MS Office tools especially Advanced Excel and MS Access. Knowledge of MPWR & Hyperion SmartView/Essbase Financial tools

Preferred Qualifications:

• Bachelor's degree in finance or accounting required. CA/ MBA (Finance) from good business school
• Experience developing financial reports and metrics
• Working experience on Data visualization tools i.e. Power BI, Power Query / Pivot
• Proven superior attention to detail and ability to successfully manage multiple competing priorities while maintaining a view of the big picture
• Solid communication skills with all levels within an organization
• General knowledge of accounting/financial/operational principles. Excellent analytical and data analysis skills
• Proven interpersonal and communication skills with the ability to interact with various management levels
• Ability to manage multiple tasks and adapt to a changing, fast-paced environment
• Expert level of proficiency with MS Office (Excel, PowerPoint)

At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone - of every race, gender, sexuality, age, location and income - deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission.