Role Description Our expanding remote client services team is seeking dependable and detail-focused individuals to join us as Personal Planning Consultants. In this role, you'll assist clients in organizing customized travel plans, coordinating reservation details, and providing end-to-end support to ensure each trip is planned smoothly and efficiently. This remote position is a strong fit for individuals who enjoy helping others, managing details, and working in a structured yet flexible environment. Prior experience in customer service, hospitality, administrative support, or scheduling is helpful but not required—comprehensive training and ongoing support are provided. Core Responsibilities - Assist clients in developing travel plans based on preferences, timelines, and budget considerations - Coordinate travel elements including accommodations, flights, cruises, transportation, tours, and activities - Research options and compare availability using approved booking systems and supplier platforms - Organize reservation details, confirmations, and itinerary information for accuracy and completeness - Communicate with clients through phone, email, and digital messaging tools in a professional manner - Support itinerary updates, booking modifications, and post-booking assistance as needed - Maintain accurate client records and well-structured documentation within internal systems - Monitor supplier updates, destination insights, and promotional opportunities - Participate in virtual onboarding, training sessions, and ongoing skill development programs Qualifications - Strong communication and client service skills - Excellent organization with attention to detail - Ability to manage multiple tasks independently in a remote setting - Comfortable using email, web-based platforms, and basic computer tools - Reliable internet connection and professional communication habits - Positive, adaptable mindset with willingness to learn new processes - Interest in coordination, planning, hospitality, or client support services - Must be at least 18 years of age - Applicants must be authorized to work in the United States, United Kingdom, Mexico, Australia, Spain, or other hiring regions Benefits - Fully remote work opportunity - Flexible scheduling options - Structured onboarding and guided training support - Ongoing mentorship and professional development resources - Access to supplier systems, booking tools, and travel planning platforms - Eligibility for travel-related discounts, incentives, and recognition programs - Growth opportunities within a supportive and expanding remote organization

Requisition Number: 2360780 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. The Associate Finance Director is responsible for various financial including financial forecasting and budgeting, financial reporting, business planning, developing business analytics and metrics reporting, combined with ad-hoc analysis. This person will also be an advisor, evaluating and assisting with financial plans and analysis of financial and operational metrics to evaluate and influence. This position follows a hybrid schedule with four in-office days per week. You'll enjoy the flexibility to work remotely * from anywhere within the U.S. as you take on some tough challenges. For all hires in the Minneapolis or Washington, D.C. area, you will be required to work in the office a minimum of four days per week. Primary Responsibilities: - Lead financial management and develop metrics, benchmarks and analytics to guide the appropriate investments - Partner with Product and Operations leaders to understand and articulate performance of the business - Proactively seek opportunities to improve processes and identify areas of improvement - Work closely with the Product and Operations teams to recommend and establish strategies, plans, and processes to improve profitability and cost efficiency - Act as subject matter expert on the supported segment & apply in-depth knowledge of the business for recommendations to management - Perform reports for month-end close and quarterly forecasting on behalf of the supported segment - Complete standard variance analysis and research variance drivers and explain cause-effect relationships - Analyze trends and enhance reporting and insights through a closer partnership with partners during forecast cycles 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 Accounting, Finance, or related field - 5+ years of progressive financial planning and analysis experience - 5+ years of managing financial reporting and analysis - Experience prioritizing & managing demanding workloads with concurrent deadlines - Intermediate to advanced Microsoft Excel proficiency (Pivot tables, VLookups, Macros) - Complete standard variance analysis and research variance drivers and explain cause-effect relationships - Solid knowledge of GAAP, fundamental financial concepts and procedures - Proven "Business person" mentality coupled with exceptional financial acumen - Proven ability to partner with the business yet be able to deliver uncomfortable messages around operating and financial performance as need be - Proven ability to identify financial and operating issues and partner with the business to find solutions to those issues - Proven effective communicator at all levels in the organization, with solid oral and written skills and a willingness to share information - Proven collaborative and flexible style, with a solid service mentality Preferred Qualifications: - Proven ability to influence multiple stakeholders at executive levels - Demonstrate executive presence with solid communication skills *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 $112,700 to $193,200 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. #BI-Hybrid

• Lead the design and development of financial, economic, and strategic frameworks for clinical services initiatives • Support the multi-year enterprise capital planning process, overseeing and driving high-value projects that shape product and service delivery • Manage the ACS capital planning process, securing $100M+ annually for strategic investments • Collaborate closely with ACS leadership, Finance, and other key stakeholders to ensure alignment with enterprise funding guidelines and organizational priorities • Optimize the prioritization and utilization of resources across internal and external projects to maximize value • Provide portfolio governance, regular status updates, and key insights on ACS investment portfolio performance • Oversee scope management and backlog prioritization to ensure successful delivery of strategic goals • Lead the evaluation and development of business cases for new initiatives, ensuring alignment with strategic goals and performing cost-benefit analysis • Track value realization and develop methods to measure actual performance against expected benefits • Lead initiatives that require significant change management within large and complex organizations • Build and maintain strong senior-level relationships, influence strategic decision-making, and present key findings in a clear and impactful manner.

• Support the month-end close process, including journal entry preparation, reconciling accounts, and producing accurate financial statements • Prepare and review account reconciliations and verify accuracy of the general ledger. • Conduct variance analysis for balance sheet and income statement accounts and investigate discrepancies. • Interpret contract language affecting Medicaid plans. • Process invoice payments • Assist with collections of outstanding Medicaid settlements • Provide documentation and information for internal and external audits. • Participate in special projects and ad-hoc analysis within the controllership organization.