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 Responsibility:

• 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 regards 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:

• Bachelor's degree in finance or accounting required. CA/ MBA (Finance) from good business school
• 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 solid work ethics with strong F&A background
• Working experience on Data visualization tools i.e. Power BI, Power Query / Pivot would be an added advantage
• Knowledge of preparation & submission of Annual Budget and associated Forecasts (2+10, 5+7, 8+4 & 10+2)
• 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 is mandatory
• Proficient at communicating findings and results to help tell the story, going beyond the numbers to highlight why it matters
• Using these capabilities, skills and tools, the Finance Operations Analyst will help support COE critical goals that will be focused on process standardization, financial allocations modeling, leveraging automation to drive analytics and improved financial discipline to improve IOI and decision-making
• Success in this role requires strong motivation, sound judgment, and the ability to operate confidently through ambiguity
• Proven ability to manage and analyze complex operational cost data to deliver meaningful insights and actionable leading indicators. This Expense Analytics role - within the Operations Center of Cost Excellence (COE) - will support key operations stakeholders by translating technical analysis from financial data, P&L reviews - into clear findings that informs and enable decision making
• Proven to be highly capable with standard finance tools: Microsoft Office, Foresight+, MPWR, and other analytical tools (SQL knowledge and similar data science and data management skills are preferred)
• Proven ability to analyze financial data and develop financial models to support business decisions
• Proven ability to collaborate with key business partners and stakeholders across the FP&A organization to support expense projection assumptions, share insights and scenario sensitivities
• Proven ability to analyze budget vs. actual performance, investigate significant variances, and provide variance commentaries
• Proven ability to provide Month-end reporting, variance analysis and Monthly business review decks
• Proven ability to deliver regular expense projections, variance analysis, and explanations on business performance while collaborating with cross-functional team members
• Proven ability to prepare and perform financial statement analysis and commentary (Actuals vs. Forecast vs Budget)
• Proven ability to implement cost management initiatives and perform trend analysis
• Proven ability to roll-out the final budget/forecast to Business & update the forecast numbers in MPWR & Foresight+
• Demonstrated business-specific knowledge of formal budget/ financial planning processes
• Proven ability to analyzes complex financial data and summarize results and recommendations to management for decision making purpose
• Proven ability to drive standardization and process improvement and contribute towards adding value to the business partners

Preferred Qualifications:

• Experience developing financial reports and metrics
• General knowledge of accounting/financial/operational principles. Excellent analytical and data analysis skills
• Expert level of proficiency with MS Office (Excel, PowerPoint)
• Proven superior attention to detail and ability to successfully manage multiple competing priorities while maintaining a view of the big picture
• Proven solid communication skills with all levels within an organization
• Proven interpersonal and communication skills with the ability to interact with various management levels
• Proven ability to manage multiple tasks and adapt to a changing, fast-paced environment

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.