Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Consultant

$72.8k - $130k

UnitedHealth Group

Requisition number: 2368705

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 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 supervision

  • Business acumen with an ownership mindset and accountability for results

  • Ability to improve processes, enhance reporting, and develop scalable financial models

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.

Vacancy posted 11 hours ago
Similar jobs that could be interesting for youBased on the Financial Consultant in Phoenix, AZ vacancy
  •  ...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

    WealthBridge Financial Group

    Phoenix, AZ
    4 days ago
  • $85k - $97.6k

     ...Financial Consultant - Client Growth & Retention (Phoenix, AZ Hybrid) At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations... 
    Suggested
    Work experience placement
    Work at office

    Edelman Financial Engines

    Phoenix, AZ
    3 days ago
  • Cardone Ventures is looking for a 10X Finance Services Consultant in Scottsdale, AZ. This role involves offering strategic advice and optimizing clients' financial strategies. Ideal candidates should have significant experience in finance, strong analytical skills, and... 
    Suggested

    Cardone Ventures

    Scottsdale, AZ
    3 days ago
  •  ...status quo” and transform the finance industry together. The Financial Solutions Branch (FSB) is part of the Specialized Teams for Advice...  ...Through a blend of human and digital touchpoints, Financial Consultants in the Financial Solutions Branch are tasked with driving... 
    Suggested
    Local area
    Monday to Friday

    Charles Schwab Corporation

    Phoenix, AZ
    1 day ago
  • WealthBridge Financial Group is looking for a results-oriented Financial Consultant to enhance client relationships and provide tailored financial strategies. You will engage with clients, offering them insights on investments, retirement planning, and wealth management... 
    Suggested

    WealthBridge Financial Group

    Scottsdale, AZ
    1 day ago
  • $72.7k - $95.5k

    The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This job covers institutions aligned to... 
    Hourly pay
    Work experience placement
    Immediate start
    Remote work
    Flexible hours
    3 days per week

    TIAA

    Phoenix, AZ
    5 days ago
  • WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team in Phoenix, Arizona. In this role, you will engage with clients to understand their financial objectives and provide tailored advice and strategies, including investment opportunities... 

    WealthBridge Financial Group

    Phoenix, AZ
    2 days ago
  • WealthBridge Financial Group is seeking a results-oriented Financial Consultant in Scottsdale, Arizona. In this role, you will engage with clients to understand their financial objectives and provide tailored strategies, including investment opportunities and wealth management... 

    WealthBridge Financial Group

    Scottsdale, AZ
    3 days ago
  •  ...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.... 
    Part time
    Immediate start
    Remote work
    Worldwide
    Flexible hours

    Melius Consulting

    Phoenix, AZ
    5 days ago
  • $110k - $135k

     ...Workplace Setting: Fully Onsite POSITION SUMMARY Primary responsibilities of the 10X Finance Services Consultant will include offering strategic advice on the financial forecast you develop which will address the expenditure allocation across various facets of business... 
    Contract work
    Temporary work
    Work experience placement
    Local area
    Remote work
    Shift work

    Cardone Ventures LLC

    Scottsdale, AZ
    5 days ago
  •  ...hackajob is collaborating with Vanguard to connect them with exceptional professionals for this role. Join Vanguard as a Certified Financial Advisor in Scottsdale, AZ Are you a Certified Financial Planner (CFP®) looking for a rewarding career with a leading financial... 
    Work at office
    Remote work
    Relocation
    Monday to Friday

    Vanguard

    Scottsdale, AZ
    13 days ago
  • A forward-thinking financial services company is offering a flexible, remote Financial Consultant role that empowers you to help clients achieve their financial goals. This position allows part-time hours, letting you control your schedule while building a rewarding career... 
    Remote job
    Part time
    Flexible hours

    Melius Consulting

    Phoenix, AZ
    4 days ago
  • $72.7k - $95.5k

    TIAA is seeking a Financial Consultant to provide personalized financial advice to clients across various channels, both in person and virtually. This hybrid role involves maintaining strong client relationships while offering guidance on TIAA products and financial planning... 

    TIAA

    Phoenix, AZ
    1 day ago
  • WealthBridge Financial Group is looking for a results-oriented Financial Consultant to join its team in Scottsdale, Arizona. In this role, you will engage clients to provide tailored advice, leveraging your financial expertise to offer effective wealth management solutions... 

    WealthBridge Financial Group

    Scottsdale, AZ
    2 days ago
  • $140.3k - $210.5k

     ...Plans team works directly with customers through targeted micro consulting engagements to help solve their business needs using the...  ...methodologies. Our Consultants have a deep understanding of Workday Financials applications. In this position, we are looking for expertise... 
    Work at office
    Remote work
    Home office
    Flexible hours

    Workday

    Phoenix, AZ
    1 day ago
  • $65k - $115k

    Alvarado Financial Solutions is seeking motivated individuals for the position of Financial Consultant. This remote role allows for flexible scheduling, offering both part-time and full-time opportunities. As a consultant, you will help clients understand financial concepts... 
    Remote job
    Full time
    Part time
    Flexible hours

    Alvarado Financial Solutions

    Phoenix, AZ
    4 days ago
  •  ...transformations, you’ll deliver integrated, payroll, cloud-based HR and financial management solutions that put organizations on the fast track to a better way to work. As a Workday Adaptive Insights Consultant, your primary responsibilities may include: Identification of... 
    Work experience placement
    Work at office
    Local area

    Accenture

    Scottsdale, AZ
    5 days ago
  •  ...between North 35th and 36th Streets with East Earl to our north and East Thomas to our south. Valley Hospital is seeking a full time Financial Counselor to join our Team! Job Description: Financial Counselor: Shift - Monday to Friday, 1:00pm to 9:30pm and Saturday 8:30-5:0... 
    Full time
    Local area
    Monday to Friday
    Flexible hours
    Shift work

    Universal Health Services

    Phoenix, AZ
    4 days ago
  •  ...Financial Counselor Valley Hospital is built on three core principles, outstanding care, compassionate people and unparalleled service. We are a private 122 bed psychiatric hospital specializing in mental health care and chemical dependency counseling services. Valley... 
    Full time
    Local area
    Flexible hours
    Shift work

    Alan B. Miller Medical Center

    Phoenix, AZ
    2 days ago
  • $70.35k - $196k

     ...transformations, you’ll deliver integrated, payroll, cloud-based HR and financial management solutions that put organizations on the fast track...  ...Financials Partner Certification. Minimum of 2 years of consulting experience, most recently in a Consultant, or similar level... 
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Scottsdale, AZ
    5 days ago
  • Accenture in Scottsdale is seeking a Workday Adaptive Insights Consultant to improve HR and financial management solutions. You'll conduct workshops, gather client insights, and advise on industry best practices as part of a global consulting team. Your role will include... 

    Accenture

    Scottsdale, AZ
    4 days ago
  •  ...Financial Advisor Opportunity Vanguard is seeking talented Financial Advisors to join our dynamic team across our four sites: Scottsdale...  ...partners to deliver effective solutions. Personalized Consultations: Conduct consultations to assess clients' financial... 

    Vanguard

    Scottsdale, AZ
    2 days ago
  •  ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida... 
    Work at office
    Shift work
    Day shift

    Bank of America

    Scottsdale, AZ
    4 days ago
  •  ...Financial Advisor 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... 
    Flexible hours

    Dakota Montessori School Inc

    Phoenix, AZ
    2 days ago
  • $51.8k - $95.9k

     ...Road Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with...  ...partnership with members of the client relationship team to apply a consultative sales process and continually enhance the client experience.... 
    Contract work
    Part time
    Local area

    Bank of Montreal

    Phoenix, AZ
    5 days ago
  •  ...Who We Are At 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... 
    Local area
    Immediate start
    Remote work
    Relocation

    Corebridge Financial

    Phoenix, AZ
    2 days ago
  •  ...Financial Advisor Heffernan Financial is seeking an experienced, driven, and focused Financial Advisor to join its growing team. The Financial Advisor will work with individuals and businesses to meet long-term investment and financial goals. The Financial Advisor will... 
    Temporary work

    Heffernan Insurance Brokers

    Scottsdale, AZ
    1 day ago
  •  ...a strong intrinsic need for safety and security. It could be said that at some level our happiness depends on it. We believe that financial peace of mind forms the fabric of strong families and even stronger communities. If your idea of a dream career combines business... 
    Local area
    Flexible hours

    Touchstone Wealth

    Scottsdale, AZ
    3 days ago
  • $60k - $80k

     ...alignment with goals & industry requirements. Duties and Responsibilities: Meet with existing and prospective clients to promote financial planning and investment services. Conduct educational seminars and workshops. Present client financial plan and investment... 
    Temporary work
    Local area

    Global Credit Union

    Scottsdale, AZ
    2 days ago
  • $50k

     ...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ 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, placing the focus... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Phoenix, AZ
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!