Associate Director, Financial Storytelling, Capital Process - Hybrid in Eden Prairie MN

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.

As Associate Director, Financial Storytelling, Capital Process and CBA lead, you will be responsible for supporting the overall strategy, planning, and narrative for the CXDP capitalization and enterprise and cross-BU product approval process. In this role you will collaborate closely with colleague teams in Consumer Experience and Digital Product, Optum.com, and other business units and finance teams. As a strategic and analytical leader with strong financial and storytelling acumen, you will be a key partner to product, design, experience and engineering leadership translating innovation strategies and our product roadmap into narratives that connect financial performance to customer impact, business value and strategic outcomes to help ensure the right enterprise priorities and resourcing decisions are made in support of our consumer focus.

This position follows a hybrid schedule with four in-office days per week.

Primary Responsibilities:

• Capitalization approach and capital planning:
  
  
  
  • Lead development, coordination and implementation of CXDP capitalization strategy. This includes managing capitalization plan, budget and tracking to ensure the accurate capitalization of the team against strategic priorities and product roadmap
  • Develop and manage long-term capitalization plan in alignment w/ strategic goals and operational needs
  • Coordinate across CXDP and w/ business partners to prioritize resources and project based on strategic objectives, risk and funding availability
  • Conduct financial modeling and scenario planning to support capital investment decisions
  • Lead annual and quarterly capitalization planning for the digital portfolio in close partnership w/ Finance
  • Manage governance processes for digital investments through the Optum PAB, ensuring alignment with corporate thresholds and ROI expectations
  • Track actuals and support forecasting and reforecasting, surfacing key variances to support decision-making
  
  
  
  
• Financial storytelling and strategic framing: Develop clear, compelling narratives that connect digital product investments to business outcomes (e.g. revenue growth, customer engagement, retention, cost-efficiency)
  
  
  
  • Partner w/ product teams to frame initiatives in financial terms aligned w/ enterprise strategy
  • Create executive-ready presentations and business cases to support roadmap prioritization, capitalization and capital requests
  
  
  
  
• Cost-Benefit Analysis (CBA) & financial modeling:
  
  
  
  • Build common CBA template to help ensure CBA rigor for use as part of an enterprise-wide and cross-BU product development process (to compliment U-Accelerate) and support the Optum PAB, finance and leadership to help consistently evaluate and compare potential opportunities and financial value, as well as value to the consumer, experience impact, and evaluate trade-offs
  • Support CXDA product and experience teams build impactful and successful CBAs, serving as a liaison with CXDP and BU finance teams for inputs and coordination
  • Financial analyst support for consumer value creation measurement and reporting
  • Collaborate with analytical teams to acquire data and develop robust, data-driven value estimates
  
  
  
  
• Product Governance:
• Leads Optum PAB Governance Process: Ensures seamless execution of bi-weekly Optum PAB meetings, with key topics prepared in advance for cross-business leader discussions. Facilitates annual roadmap planning, prioritization, and voting across business units, supporting a strong consumer led roadmap. Communicates key decisions reached by the Optum PAB back down to the teams
• Facilitates Monthly Digital Close: Orchestrates a cross-UHG forum that unites Optum and UHC leaders to review key performance metrics and critical initiatives. Ensures a robust and relevant agenda is presented each month. Works across UHG leader teams to ensure content is prepped in a timely fashion

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:

• 5+ years of experience in capital planning, healthcare or product accounting
• 5+ years of experience working with CBA and value creation
• 5+ years of experience with data visualization and storytelling and documentation
• 5+ years of experience influencing and collaborating with stakeholders in a highly matrixed organization

Preferred Qualifications:

• Ability to foster internal relationships, work effectively within cross-functional teams, and lead through ambiguity
• Solid organizational skills, attention to detail, and the ability to lead multiple projects and thrive in a dynamic environment
• Ability to remain composed and balance high pressure situations to successfully operate in a real-time, fast-paced environment
• Excellent writing and editing skills, and adept at PowerPoint for visual storytelling
• Makes space to listen, learn, and amplify diverse perspectives and experiences

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 $110,200 to $188,800 annually based on full-time employment. We comply with all minimum wage laws as applicable.

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.