Finance Manager

Who We Are

Opti Med Health Partners is a fast-growing, diversified care management and cost-containment platform delivering medically necessary infusion therapy, specialty pharmacy, and associated clinical management services to self-funded employers. For over 30 years, we have been optimizing health outcomes and quality of life through personalized and coordinated care for our patients. The Opti Med vision reimagines healthcare solutions to achieve unsurpassed value.

Our results-oriented culture fosters learning, providing growth opportunities for our employees and exceptional care for our patients nationwide.

The Finance Manager leads Opti Med’s financial planning and analysis capabilities during a defining period of growth. As the company scales across its specialty pharmacy, infusion services, and benefit management ecosystem, disciplined planning, insightful reporting, and rigorous analysis are essential to turning financial information into confident decisions. Reporting to the Chief Financial Officer, the Finance Manager owns the company’s reporting and planning rhythm—including flash reporting, the monthly reporting package, the annual budget, and forecasting—and serves as the finance partner to leaders across Sales, Operations, IT, and Clinical Services.

Working alongside the Accounting and Revenue Cycle functions, this role establishes the processes, models, and relationships that will define financial planning and analysis at Opti Med for years to come. This position offers meaningful ownership from day one and significant room to grow with the function.

• Build and manage the recurring reporting cadence, including weekly and monthly flash reporting, the monthly reporting package, and KPI dashboards that serve as a single source of truth.
• Deliver variance and driver analyses that connect financial results to operating activity.
• Support board- and sponsor-level reporting in partnership with the Chief Financial Officer.
• Provide timely ad hoc analysis to support leadership decisions.

• Own the annual budget process from beginning to end, including the calendar, templates, departmental partnerships, consolidation, and presentation.
• Develop metric-driven staffing models with department leaders, connecting volume drivers to headcount requirements.
• Establish and mature the company’s forecasting process, including a rolling reforecast informed by the sales pipeline.

• Serve as the finance partner to Sales, supporting pricing and contract economics, nonstandard deal analysis, and prospective-client savings estimates developed in collaboration with Sales and IT.
• Establish consistent, credible client-facing financial outputs from variable inputs.
• Support improvements to pipeline estimation and reporting in partnership with Sales and IT.
• Partner with Operations on staffing models, contract return on investment, and purchasing analytics, including tracking pricing and identifying savings opportunities across business lines.
• Partner with IT on software return on investment, contracting support, and cross-departmental data and reporting initiatives.

• Develop client-, service-line-, and therapy-level profitability analyses in a business where drug acquisition cost represents the dominant cost line.
• Establish a consistent business-case and return-on-investment framework for software, contracts, equipment, and headcount investments, including post-decision reviews.

• Strengthen the quality of the financial record through organization-wide variance and trend analyses that complement Accounting’s close controls.
• Serve as the finance analysis point of contact for special projects, lender and sponsor requests, and transaction support as needed.

The Finance Manager reports to the Chief Financial Officer and works alongside the Controller and Revenue Cycle Manager within the finance organization. This role partners closely with leaders across Sales and Business Development, Pharmacy and Clinical…