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Optum
Financial Consultant
Career Insights for Financial Planner / Investment Consultant
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Scorecard
Based on Minnesota data
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What they do
A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.
$102,796 / year median in Minnesota
+0% projected growth
Job Description
Financial Consultant Optum
- 3.3 Eden Prairie, MN Job Details Full-time $60,200
- $107,400 a year 8 hours ago Benefits On-the-job training Qualifications Financial forecasting Financial close processing Preparation of internal financial performance reports Confidential information handling Financial model construction Presentation software Spreadsheets Performance Reporting High school diploma or GED Budget forecasting PeopleSoft Financial projection model development Financial statement interpretation Financial forecasting analysis Excel data analysis Full Job Description This position follows Office-Based schedule with (4) In-office days per week.
- to help people. Our Mission serves as our why; our Values unite us around how we will achieve it. Because when we follow our Mission and live our Values, we deliver Quality. This position is full time (40 hours / week), Monday
- Friday. Employees are required to have flexibility to work any of our shift schedules during our normal business hours of 8:00 am
- 5:00 pm CST. We offer 4 weeks of on the job training and the hours during training will be 8:00 am
- 5:00 pm CST, Monday
- Friday.
Primary Responsibilities:
This role will be the main financial P&L owner for multiple Optum Health leaders that work across all areas of the business. You will partner with the different leaders to identify risks and opportunities in their P&L's, create quarterly forecasts, track monthly financials during the close process. This role will also create and present monthly and quarterly reports that will be used for tracking SG&A and FTE for all the Optum Health businesses and how their results compare to targets set by Optum Health leadership. Budgeting and Forecasting Create, maintain, and report on quarterly and monthly financial reports for various Optum Health Shared Services team leaders Produce and Present detailed P&L summaries Identify risks and opportunities and make business leaders aware of your findings Financial Analysis Track and report on monthly and quarterly SG&A and FTE targets across all the Optum Health businesses Partner with Shared Services teams to provide financial insights to help teams hit various reporting targets set by leadership Create Ad-Hoc reports requested by Optum Corporate and Optum Health Leadership 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 Must be 18 years of age OR older 2+ years of experience in Forecasting / financial modeling 2+ years of experience in Monthly financial reporting 2+ years of experience in Data Analysis 2+ years of experience in Microsoft Excel and Microsoft PowerPoint 2+ years of experience in Teamwork / Collaboration 2+ years of experience in Smartview financial pulls and modeling 2+ years of experience in PeopleSoft data pulls Ability to work four in-office days per week This position is full time (40 hours / week), Monday- Friday. Employees are required to have flexibility to work any of our shift schedules during our normal business hours of 8:00 am
- 5:00 pm
CST Preferred Qualifications:
2+ years of experience in proven business writing and communication skills 2+ years of experience in Presenting to team and organization leaders 2+ years of experience in proven critical thinker and problem solving 2+ years of experience in ability to conduct and lead meetingsTelecommuting Requirements:
Reside within commutable distance to the office at 1 Optum Circle, Eden Prairie, MN 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 $60,200- $107,400 annually based on full-time employment.
- an enterprise priority reflected in our mission.
- free workplace.
Benefits
- 401(k) Plans
- Dental Insurance
- Employee Stock Options (ESOs)