Director, Strategic Finance

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 Director, Strategic Finance owns the enterprise financial model and the long-range view of the business. This is a hands-on role for someone who likes to be in the numbers: building the models, running the analysis, and turning open-ended questions into clear recommendations without step-by-step direction.

Reporting to the SVP, Financial Planning & Analysis, this leader works closely with the CFO, the executive team, and, as needed, the Board and ownership group. Key partners include the Operations Finance Partner, Chief Actuary, Transformation Office, Finance Systems, and Accounting. This is a remote position however candidates considered should reside in the Greater Tampa Bay area.

• Build and own the enterprise financial model: an integrated income statement, balance sheet, and cash flow for the full organization.
• Lead the 3- to 5-year long-range plan, translating growth, clinic expansion, and operating assumptions into financial projections.
• Model the drivers of a full-risk business, including membership, capitation revenue, medical cost, clinic economics, and overhead.
• Run scenario and sensitivity analysis on key assumptions such as Medicare Advantage rates, membership growth, and medical cost trend.

• Build and maintain the 13-week and longer-range cash forecasts, and report on variances to actual results.
• Lead long-term capital planning for clinic openings, relocations, technology, and other major investments.
• Set the return, payback, and risk standards that capital requests must meet, and review requests against them.
• Model liquidity, working capital, and funding needs, and support discussions with lenders and ownership.

• Build business cases and financial models for new markets, de novo clinics, acquisitions, partnerships, and new service lines.
• Evaluate payer contract and risk-arrangement economics with the operations and contracting teams.
• Support due diligence on potential transactions, including market sizing, valuation, and integration cost.
• Track approved investments against their business cases and report what is and isn’t delivering.

• Turn complex models into short, clear presentations and memos that support a decision.
• Prepare long-range plan, capital, and strategic analyses for the executive team and, as needed, the Board and ownership group.
• Define and track the enterprise KPIs that show progress against the long-range plan.

• Help design the planning calendar, model governance, and reporting standards for a newly built finance function.
• Find where automation, analytics, and AI tools can replace manual spreadsheet work, and help put them in place.
• Partner with Accounting, Finance Systems, and FP&A so forecasts and reporting draw from one source.

• Build the enterprise financial model and establish it as the single view leadership uses for planning decisions.
• Stand up the long-range planning framework and a 13-week cash forecast with a regular review rhythm.
• Deliver your first strategic business cases on priority opportunities, with recommendations leadership can act on.
• Support the organization’s first full budgeting cycle by tying budget assumptions to the long-range plan.

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