Financial Consultant

Optum

Dallas, USremote country$73k-$130k/yrPosted Jul 8, 2026
Posting intelligenceActively listed

Skills

excel

About the role

This position is National Remote. You'll enjoy the flexibility to telecommute* from anywhere within the U.S. as you take on some tough challenges. For all hires in Minneapolis, Virginia, Maryland, or Washington, D.C. area, you will be required to work in the office for a minimum of four (4) days per week.

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 diversity and inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health equity on a global scale. Join us to start Caring. Connecting. Growing together.

This role sits within the 340B finance team supporting financial planning, forecasting, reporting, and strategic partnership activities. This position plays a key role in driving financial discipline, enabling data-driven decision-making, and ensuring alignment with leadership priorities across the 340B program. The role requires strong analytical capabilities, business partnership, and the ability to influence outcomes through financial insights.

This position is full time Monday - Friday. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours of 8:00am - 5:00pm local time.

We offer 4-8weeks of on-the-job training. The hours of training will be aligned with your schedule.

Primary Responsibilities:

Lead key components of end-to-end financial planning processes, including forecasting, budgeting, month-end close, and long-term planning, ensuring alignment with business strategies and financial calendar deliverables

Analyze and interpret key financial and operational metrics, including consolidated performance indicators, and translate results into actionable insights, highlighting risks and opportunities for leadership

Prepare and present monthly variance analysis (actuals vs. forecast/budget) and clearly communicate key drivers and recommendations to senior leadership

Partner cross-functionally with business leaders to provide financial guidance, support decision-making, and identify trends impacting performance

Develop, enhance, and maintain financial reporting to effectively communicate performance, forecasts, and variance drivers

Lead or contribute to ad-hoc financial analyses and strategic initiatives across the organization

Demonstrate agility in managing competing priorities and evolving business needs while delivering clear, concise, and impactful financial insights

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.

Required Qualifications:

High School Diploma / GED OR equivalent work experience

Must be 18 years of age OR older

3+ years of experience in financial planning & analysis (FP&A) or accounting

Experience building, maintaining, and improving financial models, with strong financial statement analysis skills

Analytical and problem-solving skills, including the ability to identify risks and opportunities, assess implications, and recommend actionable solutions

Intermediate to advanced Microsoft Excel skills (e.g., Pivot Tables, INDEX/MATCH, VLOOKUP, SUMIFS)

Ability to synthesize complex financial data and communicate insights effectively to both financial and non-financial audiences

Experience using Microsoft Copilot and/or AI-enabled tools to drive efficiency

Ability to work full time Monday - Friday. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours of 8:00am - 5:00pm local time

Preferred Qualifications:

340B Program Knowledge or Experience

Experience with financial planning systems (e.g., Essbase, Hyperion, or similar)

Ability to work independently in a matrixed environment, manage competing priorities, and influence outcomes with minimal supervision

Business acumen with an ownership mindset and accountability for results

Ability to improve processes, enhance reporting, and develop scalable financial models

Telecommuting Requirements:

Ability to keep all company sensitive documents secure (if applicable)

Required to have a dedicated work area established that is separated from other living areas and provides information privacy

Must live in a location that can receive a UnitedHealth Group approved high-speed internet connection or leverage an existing high-speed internet service

All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy.

Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $72,800 - $130,000 annually based on full-time employment. We comply with all minimum wage laws as applicable.

Application Deadline: This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants.

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.

UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.

Compensation

This Other role pays $73k-$130k/yr. Within typical range for other roles in United States.

Questions about this role

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