Finance Planning and Analysis

Role & responsibilities

• Hierarchy Mapping Maintenance:
• Maintain financial hierarchy structures to align with business needs
• Ensure mapping consistency across planning and reporting tools
• Monthly Reporting:
• Generate, analyze, and distribute monthly financial reports, including FTE tracking and other key metrics
• Bridge variances between versions of plans, forecasts, and prior-year actuals
• Assist in updating financial projections and forecasts
• Ensure accuracy by reconciling data between systems (Essbase, TM1 Planning Analytics, PeopleSoft)
• Utilization of Financial Systems:
• Leverage systems like Essbase, TM1 Planning Analytics, PeopleSoft, and Power Pivots for data extraction, reporting, and analysis
• Identify process improvements for better efficiency and accuracy
• FTE Tracking & Bridging:
• Track full-time equivalents (FTEs) and reconcile movements between forecasts and actuals
• Provide insights into variances and underlying trends
• Data Consolidation & Analysis:
• Consolidate inputs from various stakeholders to create comprehensive financial overviews
• Deliver actionable insights to support decision-making processes
• Time Management & Adaptability:
• Manage multiple tasks and deadlines in a dynamic environment
• Quickly adapt to changing business priorities and requirements
• Generate, analyze, and distribute monthly financial reports, including FTE tracking and other key metrics
• Bridge variances between versions of plans, forecasts, and prior-year actuals
• Assist in updating financial projections and forecasts
• Ability to interpret large data sets, identify trends, and deliver meaningful insights. Experience with bridging variances and preparing reconciliations
• Preparation & submission of Annual Budget and associated Forecasts (2+10, 5+7, 8+4 & 10+2)
• Prepare, gather, assembles and format data and prepare preliminary analysis for the Budgeting and Forecasting process
• Roll-out the final budget/forecast to Business & update the forecast numbers in MPWR & Foresight
• Demonstrates business-specific knowledge of formal budget/ financial planning processes
• Analyzes complex financial data and summarize results and recommendations to management for decision making purpose
• Drives standardization and process improvement and contribute towards adding value to the business partners
• Comply with the terms and conditions of the employment contract, company policies and procedures, and any and all directives (such as, but not limited to, transfer and/or re-assignment to different work locations, change in teams and/or work shifts, policies in regards to flexibility of work benefits and/or work environment, alternative work arrangements, and other decisions that may arise due to the changing business environment). The Company may adopt, vary or rescind these policies and directives in its absolute discretion and without any limitation (implied or otherwise) on its ability to do so

Qualifications

• Bachelors degree in finance or accounting required. CA/ MBA (Finance) from good business school
• 8+ years of finance and/or accounting; specially in FP&A Consolidations and extensive knowledge of FP&A or a similar role. Candidates must be self-starter with a solid work ethics with solid F&A background
• 8+ years of progressive professional experience in finance and/or accounting; specially in FP&A Consolidations
• Advanced Excel skills; experience analyzing large sets of data and driving analytical insights
• Experience creating insightful reports of high quality; reporting will be shared broadly with organizational leaders (Finance, Accounting, Growth, Operations, etc)
• General knowledge of accounting/financial/operational principles. Excellent analytical and data analysis skills
• Solid MS Office (Excel and PowerPoint) modeling, analytics and communication skills
• Technical:
• Proficiency in financial systems, including Essbase, TM1 Planning Analytics, PeopleSoft, and Power Pivots
• Solid Excel skills, including advanced functions and pivot tables
• Analytical:
• Experience with bridging variances and preparing reconciliations
• Proven ability to interpret large data sets, identify trends, and deliver meaningful insights
• Communication:
• Proven excellent verbal and written communication skills
• Proven solid interpersonal skills and a "people person" attitude for collaboration with diverse teams
• Proven superior attention to detail and ability to successfully manage multiple competing priorities while maintaining a view of the big picture
• Proven solid communication skills with all levels within an organization
• Proven interpersonal and communication skills with the ability to interact with various management levels
• Proven ability to manage multiple tasks and adapt to a changing, fast-paced environment

Interested candidates can share the profile for Patricia.dsouza@optum.com