ABOUT THE ROLE
Optum WellMed Florida is building the state’s premier value-based care platform, with more than 100 primary care locations serving Medicare Advantage and other patient populations through a full-risk model. Supported by TPG Capital and operating in a build-and-scale environment following a recent carve-out, the organization is positioned for accelerated growth.
The Manager, FP&A is the finance team’s systems owner and a hands-on generalist who keeps core planning and reporting running. This leader brings deep Oracle knowledge, helps choose and implement the team’s FP&A planning tool, and is comfortable moving between a variance analysis, a headcount model, and a systems fix in the same week.
Reporting to the SVP, Financial Planning & Analysis, this role partners with Accounting, Finance Systems, IT, Human Resources, Operations, and the Strategic Finance and Operations Finance leads. This is a remote position however candidates residing in the Greater Tampa Bay area will be considered.
WHAT YOU’LL DO
Financial Systems and Operations
• Own Oracle and the finance team’s planning and reporting systems as lead user, including setup, maintenance, and data quality.
• Help evaluate and select the team’s FP&A planning tool, then lead its implementation and adoption.
• Translate leadership’s planning and reporting needs into system requirements, so the tools deliver what the business needs.
• Automate recurring reports and analyses using BI, automation, and AI tools to reduce manual spreadsheet work.
• Document finance processes, controls, and reporting definitions so the team works from one set of numbers.
Monthly Close Analysis and Reporting
• Analyze monthly results against budget, forecast, and prior periods, and explain the drivers of each variance.
• Write clear monthly commentary for finance leadership, the executive team, and clinic and market leaders.
• Build and maintain the monthly reporting package and recurring management reports.
• Work with Accounting during close to review results, flag unusual items, and improve accuracy.
Workforce Planning and Labor Analytics
• Own the headcount and labor cost model, including positions, open roles, vacancies, overtime, and contract labor.
• Partner with Human Resources and Operations on staffing plans, new positions, and compensation changes.
• Reconcile headcount and payroll data between HR, payroll, and finance systems.
Budgeting and Forecasting
• Coordinate the annual budget and periodic forecasts, including templates, timelines, and consolidation.
• Build driver-based forecasts for revenue, labor, and operating expenses.
• Support the Strategic Finance and Operations Finance leads with data, models, and analysis.
YOUR FIRST 90 DAYS
• Map how data flows through Oracle and the current reporting tools, and close the gaps that slow down close and reporting.
• Gather leadership’s requirements for an FP&A planning tool, evaluate the options, and recommend a path forward.
• Take ownership of the monthly reporting package and variance commentary.
• Build a reconciled headcount and labor cost model ahead of the organization’s first full budgeting cycle.
WHAT YOU’LL BRING
Required Qualifications
• Bachelor’s degree in Finance, Accounting, Economics, or a quantitative discipline.
• 5+ years of experience in FP&A, financial analysis, or corporate finance, including month-end variance analysis and reporting.
• Strong hands-on Oracle experience as a power user (ERP and/or EPM).
• Experience with at least one FP&A planning tool, such as Adaptive Planning, Anaplan, Oracle EPM, or Pigment.
• Experience with headcount, labor cost, or workforce planning models.
• Advanced Excel skills and clear writing for leadership commentary.
• Comfort handling a broad mix of work in a newly formed, build-from-scratch organization.
Preferred Qualifications
• Experience with more than one FP&A planning tool, and a view on how they compare.
• Experience selecting or implementing finance systems, on either the company side or the consulting side.
• Healthcare experience, especially multi-site physician practices, Medicare Advantage, or value-based care.
• Experience with Power BI, Tableau, SQL, or other BI tools.
• Experience in a private equity-backed or post-carve-out organization.
• CPA, CMA, MBA, or other relevant credentials.
WHY JOIN
This role offers the chance to help build Florida’s leading full-risk value-based care organization while shaping its finance systems from the start. You will help choose and implement the tools the finance team runs on, work directly with the SVP FP&A, give leadership a reliable view of results and labor cost, and build processes designed to scale.
Optum WellMed Florida is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, genetic information, or any other characteristic protected by applicable federal, state, or local law.
Optum WellMed Florida is committed to providing reasonable accommodations to qualified individuals with disabilities in accordance with the Americans with Disabilities Act (ADA) and applicable state laws. Applicants who require accommodation should contact Human Resources.