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:
- Forecasting & Budgeting: Gather financial assumptions from business partners, validate inputs, build and maintain forecast models to support quarterly and annual planning cycles, and assist in setting budget targets and preparing consolidated financial forecasts
- Month-End Close Support: Perform variance analysis between actuals and forecasts, ensure timely and accurate posting of financial data in ERP systems (MPWR, PeopleSoft, Essbase, Oracle EPM), and reconcile discrepancies with clear explanations
- ERP Navigation & Reporting: Utilize MPWR, Essbase, Oracle EPM and PeopleSoft for data extraction, reporting, and maintaining data integrity
- Process Improvement: Support enhancements to FP&A processes and systems to improve efficiency and accuracy
- Leadership Reporting: Prepare executive-level presentations and reports using PowerPoint, delivering data-driven insights on financial performance, trends, and key drivers to functional leadership
- Ad-Hoc Analysis & Reporting: Respond to dynamic requests from senior management with quick turnaround and high accuracy conduct financial modeling and scenario analysis to support strategic decision-making
- Cross-Functional Collaboration: Work closely with internal stakeholders to align pricing decisions and financial strategies with corporate goals
- 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:
- 8+ years of combined experience in finance and/or financial systems, and extensive knowledge of FP&A or a similar role
- Proven self-starter with a solid work ethics with solid F&A background
Preferred Qualifications:
- Bachelor's degree in finance or accounting required. CA/ MBA (Finance) from good business school
- General knowledge of accounting/financial/operational principles. Excellent analytical and data analysis skills
- Basic understanding of financial statements and variance analysis
- Familiarity with ERP & BI tools (Oracle, PowerBI)
- Proven Advanced Excel (Pivot Tables, VLOOKUP/Index Match, basic modeling)
- Proven exposure to SQL or data visualization tools
- Proven PowerPoint for executive reporting
- Proven exposure to MPWR, Essbase, Oracle EPM and PeopleSoft
- Core FP&A Exposure: Proven budgeting, forecasting, and reporting experience. Experience developing financial reports and metrics
- Soft Skills: Proven solid communication, analytical thinking, attention to detail, ability to work independently and meet deadlines.
- Proven superior attention to detail and ability to successfully manage multiple competing priorities while maintaining a view of the big picture.
- 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
