Financial Consultant Job Description Template
Our company is looking for a Financial Consultant to join our team.
Responsibilities:
- Support detailed DSNP administrative cost builds for annual CMS submission;
- Lead preparation of new business opportunity analysis materials;
- Work, with limited oversight, on analyzing and solving complex issues;
- Review RFPs to isolate, summarize and interpret standard key financial elements important to the UnitedHealthcare Community & State business;
- Ad Hoc analyses. Support/lead processes adjacent/related to BD Finance (e.g. feed growth opportunity benefits/IOI into Capital investment process);
- Serve as a resource to others. Share process knowledge with the team and support developing ‘best in class’ processes;
- Provide financial leadership to the RVP, DistrictManagers and Region Managers in developing robust, accurate revenue and expenseforecasts;
- Collaborate with Sales Systems team to optimizesystems tools and reporting;
- Strategic and financial partner for the RegionalVice President (RVP), District Managers and Region Managers;
- Responsible for ensuring appropriate accountingcontrols (expense and revenue) and pricing policies are maintained andoperating as expected;
- Lead regional annual operating plan process;
- Achieve and exceed both individual and branch related sales and revenue goals as defined on a quarterly basis;
- Provide active mentoring and coaching to all Licensed Bank Employees (LBEs) assigned within your branch territory;
- Attend and actively participate in sales meetings, training initiatives, and planning sessions related to the development and growth of the program;
- Conduct effective client portfolio reviews and propose value-added solutions to client needs.
Requirements:
- Model automation / technical expertise (VBA, web forms, text files);
- Health insurance experience with knowledge of Medicaid products/benefits;
- Possess a background in the healthcare Industry; general knowledge of Medicaid, Medicare and/or Commercial health plans;
- Experience working for a large company;
- Experience working cross-functionally;
- Demonstrate a working knowledge of Hyperion Essbase / SmartView;
- Have RFP process experience;
- Be comfortable with changing priorities and an environment of organizational change;
- Strong Excel skills: data analysis and report generation (formulas, calculations, pivot tables, charts, graphs, etc.);
- 3+ years of experience with data analysis and working with large data sets required; background of collecting data using different sources;
- Ability to learn quickly and work with minimal supervision;
- Be familiar with UnitedHealthcare segments/products;
- Self-motivated to prioritize work on multiple complex assignments;
- Proficient with MS Office Suite (Word, Excel, PowerPoint);
- Ability to meet deadlines.