Manager, FP&A

Optum Well Med 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• Experience with more than one FP&A planning tool, and a view on how they…