Associate Finance Director

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.

Reporting to and partnering with the Optum Operating Expense Finance Director, the Associate Director will play a key role as a financial advisor and business partner supporting financial administration, budgeting, planning, forecasting, analysis, modeling, productivity tracking, and decision support. The role will support both senior operating and finance leadership, assisting with evaluation of financial plans and performance.

• As a key business partner to the Optum Operating Expense & Capital Management leadership team, this role will support financial planning associated with Optum's Operating Expense and assist in assessing organizational performance against those plans.
• Develop and maintain tools and processes to provide critical financial and operational information to leadership and support actionable recommendations on strategy and operations.
• Support strategic recommendations to senior management based on financial analysis and projections.

• A proven people leader with solid finance skills, business acumen, and professional presence.
• Demonstrated effectiveness working across a highly matrixed organization, influencing business leaders, and supporting decision‑making and execution.
• Oversight and accountability for key Optum Operating Cost financial reporting, including QBRs, controllership month‑end, and business planning; supports earnings release, board materials, and investor‑related deliverables.
• Supports preparation of information for senior Optum leadership, including ad hoc and time‑sensitive requests, in partnership with the Finance Director.
• Understand and synthesize complex business and financial information and translate it into clear, concise, and actionable insights for leadership.
• Support recommendations regarding technology and tools to optimize financial reporting, including systems, dashboards, and reports.
• Drive continuous improvement in finance processes and reporting routines.
• Developing and reporting forecasting and budgeting for assigned areas of Optum Operating Expense, ensuring SG&A accuracy and clear financial narratives.
• Develop and maintain cost allocation models and processes to support profitability insights and performance targets.
• Partner with Optum operating and finance leadership to support plans that achieve financial and business goals.
• Participate in and help guide cross‑divisional initiatives beyond direct span of control. Guide larger, cross‑divisional teams outside of direct span of control within Optum.

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.

• A bachelor's degree in Finance and/or Accounting.
• Seasoned and mature leader with 5+ years of broad finance experience.
• Advanced level of proficiency with Excel, Word, and PowerPoint.
• Demonstrated ability to turn analysis into action.
• Demonstrated "Businessperson" mentality coupled with exceptional financial acumen.
• Demonstrated ability to partner with the business yet be able to deliver uncomfortable messages around operating and financial performance as needed.
• Demonstrated ability to highlight issues/problems and convey complex thoughts in a clear, concise, and timely manner both in written and oral form.
• Demonstrated ability to influence superiors and peers inside of the Finance area to drive business performance.
• Demonstrated ability to identify financial and operating issues and partner with the…