Financial Consultant
$72.8k - $130kUnitedhealth Group
Requisition number: 2371316
Job category: Finance
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 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.
The Financial Consultant will be the assistant Oracle EPM administrator. Oracle EPM is the SG&A forecasting software used by Optum with a focus on labor planning. The system is used for actuals and forecast data at a cost center (department) level. This system allows for driver-based planning for labor and allows for unit cost tracking, data analysis and allocations to segments.
This position is full time (40 hours / week) Monday - Friday. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours of 8:00 am - 5:00 pm local time.
This will be on the job training and the hours during training will be based on your schedule or will be discussed on your first day of employment.
Primary Responsibilities:
Assign security to database elements using best practices
Create and maintain documentation as it relates to database system configuration, mapping, and processes.
Develop strong relationships with end user communities, customers, and business partners
Independently troubleshoot and/or resolve application issues and escalate more complex issues as appropriate
Design and perform database and security audits, system backup procedures, and other recovery processes in accordance with the company's disaster recovery and business continuity strategies
Plans and assists with oversight of testing processes and activities including defect identification and resolution
Coordinate and perform in-depth tests, including end-user reviews, for modified and new systems.
Teaming with developers and business resources to perform implementation and ongoing upgrades of the software.
Build, develop and maintain data models, data automation systems, dashboards and performance metrics support that support key business decisions through Power BI
Must have desire to learn new tools / languages quickly and continue expanding knowledge
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:
Bachelor's degree (or higher) in Accounting, Finance, or equivalent work experience
3+ years of experience in financial planning & analysis, accounting, or related field
3+ years of experience with planning tool Oracle EPM
Financial modeling and financial statement analysis skills, with experience owning and maintaining models
Analytical capability with attention to detail and accountability for accuracy
Intermediate Microsoft Excel skills (e.g., Pivot Tables, INDEX/MATCH, SUMIFS)
Ability to communicate complex financial information clearly and effectively to both financial and non-financial audiences, including presentation to leadership
Experience with building, developing and maintaining data models, data automation systems, dashboards and performance metrics support
Ability to work full time (40 hours / week) Monday - Friday. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours of 8:00 am - 5:00 pm local time.
Preferred Qualifications:
Ability to work independently and manage priorities with minimal supervision
Ownership mindset with accountability for results
Experience with AI
Telecommuting Requirements:
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 $72,800 - $130,000 annually based on full-time employment. We comply with all minimum wage laws as applicable.
Application Deadline: This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants.
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.
UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.
- ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals....Suggested
$26.83 - $39.61 per hour
...What You'll Do Principal is seeking financial professionals to join our Retirement and Income Solutions - Principal Connection team. As a Financial Consultant I, you'll provide expert investment advisory services through our call center. You will work with a diverse client...SuggestedHourly payPermanent employmentTemporary workWork experience placementH1bLocal areaMonday to FridayShift work- ## Financial ConsultantApplyremote type: Hybrid Flexlocations: Phoenix, AZ, USAtime type: Full timeposted on: Posted Todaytime left to... ...days left to apply)job requisition id: R260600334The Financial Consultant provides in person and virtual counseling for all participants...SuggestedHourly payWork experience placementImmediate startRemote workFlexible hours3 days per week
- ...About the job Financial Consultant (Remote) Empower Your Future with a Flexible, Remote Financial Consulting Role About Us: We’re a forward-thinking financial services company on a mission to educate and empower clients worldwide. With licenses across the U.S....SuggestedPart timeImmediate startRemote workWorldwideFlexible hours
- ...Mercedes-Benz North Scottsdale, a Penske Automotive Group dealership, is looking for an experienced Financial Services Consultant to join our team and deliver extraordinary customer experiences. At Penske Automotive Group (PAG), we strive to create a positive and challenging...SuggestedMinimum wageLocal area
$41.71k - $65k
...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works... ...phones, online tools, and applications. Experience in a consultative customer service or sales role, with a drive to deliver a...Full timeContract workPart timeLocal areaImmediate startDay shift$50k
...Financial Advisor Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned...Work at officeWork from homeHome officeFlexible hours- ...About Us: GoldBook Financial is a premier wealth management firm dedicated to providing sophisticated financial strategies... .... * Conduct regular portfolio reviews and proactive client consultations to adjust strategies based on changing market conditions or life...Local area
$90k - $100k
...Join Our Team as a Financial Advisor at CAPTRUST Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. You will provide comprehensive financial...Temporary workLocal areaFlexible hours- ...Financial Solutions Advisor - Scottsdale Area Scottsdale, Arizona;Scottsdale, Arizona; Scottsdale, Arizona; Phoenix, Arizona; Phoenix, Arizona; Scottsdale, Arizona; Scottsdale, Arizona; Phoenix, Arizona; Scottsdale, Arizona To proceed with your application, you must...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$51.8k - $95.9k
...Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution... ...with members of the client relationship team to apply a consultative sales process and continually enhance the client experience....$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at office$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...Full timeContract workFor contractorsWork at office- ...Overview Established Registered Investment Advisory firm seeking a Financial Advisor to assist families, individuals, and institutions in... ...and pipelines. Inform, educate, and solicit investment consultants who refer clients to our firm. Speak with clients over the phone...Local area
$36k - $75k
...Professional | Recruiting & Developing Future Leaders | Mutual of Omaha |Consultative Sales & Client Strategy Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator...Full timeTraineeshipHome office- ...Responsibilities Develop Client Relationships: Identify, establish, and manage new client relationships. Provide Financial Planning: Offer ongoing financial planning and investment management services. Conduct Reviews: Regularly review and update financial plans and portfolios...
- ...Who We AreAt Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.We align to a set of Values...Local areaImmediate startRemote workRelocation
- ...extraordinary; extraordinary in the size and scope of our business, but more importantly, extraordinary in the impact we have on our clients' financial lives. Consistently ranked as one of the top companies to work for, The Bahnsen Group is a private wealth management firm which...Work experience placementWork at office
- ...Corebridge Financial is seeking a motivated Financial Advisor to deliver personalized retirement and financial planning for clients. You will meet with existing and prospective clients to assess goals, develop plans, and help families secure their financial futures. Remote...Remote workFlexible hours
- ...Financial Advisor Are you looking to expand your career and be part of a successful team? Are you driven, self-motivated, and customer... ...in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of...Local area
- ...A financial services staffing company seeks an Entry-Level Financial Professional. This remote role includes building online client relationships, providing financial education, and developing personalized plans. Ideal candidates will be hardworking, team-oriented, and...Remote workFlexible hours
- ...Are you an Experienced Financial Advisor/Financial Planner seeking an opportunity to serve your clients better? At Prudential Advisors , we can offer you more: More support, More clients, More compensation, and More client satisfaction. We have opportunities with our Arizona...Contract workLocal areaHome office
- Fidelity’s TEMPA team seeks a Retirement Planner to educate and support workplace participants on retirement readiness and plan options. You will guide participants through employer-sponsored plans, explain benefits, and tailor investment strategies to individual goals...
- ...Position Summary In this pivotal role, the Financial Advisor will be responsible for overseeing the investment strategies for their diverse client base. This results-driven role will be responsible for designing and executing tailored investment strategies that meet...Full timeTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours
$97k - $192k
...Opportunity for advancement Training & development Vision insurance The Foster Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This opportunity is ideal for someone who currently holds the...Work at officeLocal areaWork from homeFlexible hours$16 per hour
...Financial Representative Trainee (Sales) - Phoenix, AZ Join to apply for the Financial Representative Trainee (Sales) - Phoenix, AZ role at Mutual of Omaha Continue with Google Continue with Google Financial Representative Trainee (Sales) - Phoenix, AZ 2 days ago Be among...Hourly payFull timeTraineeshipWork at officeHome office- ...What we do is not just a job – it is a passion. Renaissance Financial is a comprehensive financial strategies firm with locations in St. Louis, Overland Park, Omaha, Phoenix, and Salt Lake City. Our Mission: Using creative business and personal planning, we help our clients...Flexible hours
$120k
...the Greater Phoenix area but prefer a candidate able to work daily from their Peoria location A well-established, independent financial advisory firm headquartered in Phoenix, Arizona is seeking an experienced Financial Manager to join their growing team. With over...Work at office$48k - $100k
...management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with...Work at officeShift workDay shift- Assistant Property Manager (bilingual preferred) | Villas De Azul Western Wealth Communities Overview Description WESTERN WEALTH COMMUNITIES JOB DESCRIPTION Assistant Property Manager SUMMARY As our Assistant Property Manager, you will provide support to your Property ...Permanent employmentFull timeFor contractorsWork at officeRelocationMonday to FridayShift workDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!
- financial planner Phoenix, AZ
- financial planning associate Phoenix, AZ
- associate corporate finance Phoenix, AZ
- wealth advisor Phoenix, AZ
- financial consultant Phoenix, AZ
- jde finance consultant Phoenix, AZ
- financial advisor Phoenix, AZ
- financial advisor development program Phoenix, AZ
- private wealth advisor Phoenix, AZ
- finance associate Phoenix, AZ

