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FPA Financial Consultant, San Antonio, TX

Optum
401(k)
United States, Texas, San Antonio
Jan 22, 2025

Opportunities at WellMed, part of the Optum family of businesses. We believe all patients are entitled to the highest level of medical care. Here, you will join a team who shares your passion for helping people achieve better health. With opportunities for physicians, clinical staff and non-patient-facing roles, you can make a difference with us as you discover the meaning behind Caring. Connecting. Growing together.

We are looking for candidates that are proficient in handling dynamic environments and passionate about financial analysis and reporting on our enterprise FPA team. You will use your expert skills to be a key influence for financial planning and strategic decision-making process. The team always welcomes curious and creative problem solvers that are high on accountability and willing collaborators.

Primary Responsibilities:



  • Solid research and analysis skills - Conduct analysis of financial data to identify trends, anomalies, and areas of improvements
  • Develop, maintain and refine financial models used in forecasting
  • Create, refresh and tie-out monthly, quarterly, and annual financial reporting. This includes monthly actuals reconciliation, budget and forecast support reporting
  • Conduct variance analysis to understand deviations from plan and providing insights on corrective actions
  • Presenting financial analysis, findings, and recommendations to senior leadership
  • Collaborating with other departments, such as revenue, healthcare and SGA teams to ensure alignment with goals and objectives
  • Manage and prioritize ad hoc requests for financial analysis ensuring data-driven insights
  • Implement process improvements to enhance efficiency and accuracy across the department
  • As rapidly as technology advances, you'll need to be just as quick at adapting and adjusting. And you'll also need to be fully committed to working on agile and collaborative teams, where your discipline and dedication will make all the difference to your team's achievements



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:



  • 3+ years of Financial Analysis experience with solid capability to translate financial data into executive reporting
  • Experience in enhancing financial process focusing on reliability and accuracy and efficiently handle ad hoc requests
  • Advanced experience with Microsoft Excel, Power BI, Power Query as well as proficiency in other Office applications
  • Proven solid communication skills with ability to convey financial findings in a clear and concise manner
  • Proven ability to work in a fast-paced environment with tight financial deadlines
  • Proven skilled in multi-tasking and prioritizing workloads
  • Proven ability to work autonomously on special projects



Preferred Qualifications:



  • PeopleSoft and Oracle Hyperion/SmartView experience
  • Experience in Gross Margin forecasting
  • Experience with cloud/web based financial reporting tools like Planful, Anaplan, or Adaptive Analytics
  • Experience in SQL
  • Experience in Tableau



The salary range for this role is $71,600 to $140,600 annually based on full-time employment. Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. UnitedHealth Group complies with all minimum wage laws as applicable. In addition to your salary, UnitedHealth Group offers 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 UnitedHealth Group, you'll find a far-reaching choice of benefits and incentives.

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.

Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.

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

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