Financial Planning & Analysis Manager - Brentwood, TN at UnitedHealth Group in Brentwood, Tennessee

Posted in Management 17 days ago.

Type: Full-time





Job Description:

If you want to achieve more in your mission of health care, you have to be really smart about the business of health care. Challenge yourself, your peers and our industry by shaping what health care looks like and doing your life's best work.(sm)

The Planning & Analysis Manager will primarily lead the forecasting processes within the Workforce Planning & Analysis team, bringing together operational insights and financial acumen to create an accurate forecast which can be translated into actionable steps for the Operations team. The ideal candidate will be a self-starter who is curious, has a strong drive for process improvement, and can organize multiple people and processes to achieve a common goal. This role will collaborate with multiple teams, departments, and levels of leadership in order to effectively create each forecast.

Primary Responsibilities:
  • Lead monthly and quarterly forecasting processes:
    • Develop a deep understanding of all forecasting models maintained by the team, understanding the inputs and how those business drivers affect the forecast
    • Create internal team calendar which outlines key milestones and deliverables, and organize and track team actions towards these dates
    • Collaborate with other teams to obtain required forecast inputs
    • Analyze forecast outputs as the forecast is being developed, for early identification of risks or issues
    • Drive rigor around forecast checklist process
    • Coordinate reporting updates to ensure department is tracking against a consistent forecast comparison point
  • Identify and implement enhancements to the forecast process to increase process maturity, add valuable insights, etc.
  • Perform quantitative (statistical) analysis using a variety of techniques and tools. Identify trends, patterns, and outliers to identify cost savings and service opportunities
  • May lead a small team of analysts
  • Role responsibilities will evolve as the business grows and changes
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 in Business, Economics, Finance, Mathematics, Engineering, or a related field
  • 4+ years of experience in planning & analysis roles with exposure to forecasting
  • 2+ years of experience with at least one of the following: staffing models, budgeting, or financial analysis
  • 1+ years of experience facilitating process mapping sessions, defining value streams and non-value tasks
  • Advanced proficiency with Microsoft Excel and PowerPoint
  • Intermediate proficiency with dashboarding tools ie. Tableau, PowerBI and SQ
Preferred Qualifications:
  • Managerial experience
  • Ce rtification in Data analytics and Data visualization
  • Extensive relevant experience in understanding data analysis and reporting
Other Requirements:
  • Frequent meetings with others across global time zones will require some calls to be made outside of standard business hours
Soft Skills:
  • E xperience thinking analytically, with strong problem solving skills
    Experience with written and oral communication skills
  • Experience planning, prioritizing and completing complex work efforts to meet established objectives
  • Experience influencing change and innovation through collaboration and teamwork
  • Experience working under pressure and meeting tight deadlines
  • Experience and comfort navigating ambiguity; using judgement to keep processes moving when all information is not available


Careers with Optum. Here's the idea. We built an entire organization around one giant objective; make health care work better for everyone. So when it comes to how we use the world's large accumulation of health-related information, or guide health and lifestyle choices or manage pharmacy benefits for millions, our first goal is to leap beyond the status quo and uncover new ways to serve. Optum, part of the UnitedHealth Group family of businesses, brings together some of the greatest minds and most advanced ideas on where health care has to go in order to reach its fullest potential. For you, that means working on high performance teams against sophisticated challenges that matter. Optum, incredible ideas in one incredible company and a singular opportunity to do your life's best work.(sm)


Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.

UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.

Job Keywords: finance, excel, access, SQL, PowerBI, R or Python, Brentwood, TN , Tennessee