Role & responsibilities

- Lead portfolio financial planning activities, including capital planning, forecasting, long-range planning, and investment analysis
- Develop financial models, business cases, Cost Benefit Analyses (CBAs), portfolio forecasts, and executive recommendations that support strategic decision-making
- Partner with Product Managers to improve financial planning, validate assumptions, and standardize portfolio planning methodologies
- Support pricing strategy, commercial analysis, and financial modeling for customer proposals and product investments
- Monitor portfolio financial performance, identify trends and risks, and provide actionable insights to leadership
- Support vendor financial planning, commercial agreements, contract financial analysis, and Intersegment Agreement (ISA) activities
- Build solid partnerships across Product Delivery, Product Management, Finance, and Pricing to improve portfolio planning, investment quality, and business performance
- Leverage enterprise-approved AI tools to enhance productivity and innovation by streamlining workflows and automating repetitive tasks
- Evaluate emerging trends to drive continuous improvement and strategic innovation
- 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 regard to flexibility of work benefits and/or work workplace, 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

Required Qualifications:

- Bachelor's degree in Business, Finance, Economics, Accounting, or related field.
- Experience in business analysis, portfolio planning, financial planning, consulting, or product management.
- Experience developing business cases, investment analyses, and executive presentations.
- Solid analytical, financial modeling, and problem-solving skills.
- Proven excellent communication and stakeholder management skills

Preferred Qualifications:

- MBA or Master's degree
- Healthcare or healthcare technology experience
- Experience with pricing strategy, capital planning, portfolio management, or commercial analysis
- Experience supporting executive decision-making and cross-functional strategic initiatives

📌 Project Manager (Noida)
🏢 Optum
📍 Noida