Financial Consultant

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 super