Josh Schultz

Role
Director of Financial Planning and Analysis at Optum
Location
Denver, CO, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Josh Schultz

Experienced finance executive with 10+ years of success leading FP & A, strategic planning,…

Experience

  1. Director of Financial Planning and Analysis

    Optum

    Jul 2020 — Present

    Communicate state of the business to executive leadership. Prepare management reporting. Deliver month-end variance analysis, work with accounting team to ensure proper revenue, medical expense, and SG & A reporting.\\\\n- Lead deep dives into data to understand trends, get to root cause of variances, and improve forecast accuracy.\\\\n- Drive efficient, accurate, and scalable systems-driven planning process based on best practices. Leverage Tableau, Hyperion, & excel to automate and streamline reporting and modeling.\\\\n \\\\n\\\\n \\\\n \\\\n\\\\n \\\\n

Skills

  • Strategic Planning
  • Microsoft Powerpoint
  • Outsourcing
  • Management
  • Data Analysis
  • Crm
  • Microsoft Excel
  • Strategy
  • Sap
  • Analysis
  • Variance Analysis
  • Itil
  • Forecasting
  • Financial Reporting
  • Budget
  • Accounting
  • Business Process Improvement
  • Microsoft Office
  • Leadership
  • Finance
  • Project Management
  • Visio
  • Financial Modeling
  • Budgets
  • Financial Planning
  • Financial Analysis
  • Pricing
  • Business Planning
  • Business Analysis

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Josh Schultz — Director of Financial Planning and Analysis at Optum in Denver, CO, US | Unifers