Finance Manager

OptiMed Health Partners; Kalamazoo (MI); Hybrid; USD 125,000 - 135,000; Full time

Job summary

OptiMed Health Partners is seeking a Finance Manager to lead FP&A during a period of growth. You will own the reporting rhythm—flash and monthly packages—and partner with Sales, Operations, IT, and Clinical Services to drive informed decisions.

This full-time, hybrid role based in Kalamazoo requires strong Excel modeling, data capabilities, and experience with BI tools. MBA/CPA is a plus, and on-site collaboration is essential.

Qualifications

• Bachelor’s degree in finance, accounting, economics, or related field.
• Five+ years of progressive FP&A or financial analysis experience.
• Advanced Excel and financial modeling, including staffing, pricing, and scenario analyses.
• Strong data capabilities; ability to consolidate information across multiple systems.
• Experience with business intelligence tools, such as Power BI, preferred.
• Proven ability to partner with non-finance leaders and communicate analyses clearly.

Responsibilities

• Build and manage recurring reporting cadence (weekly/monthly) and KPI dashboards.
• Deliver variance and driver analyses linking results to operations.
• Support board- and sponsor-level reporting with the CFO.
• Own the annual budget process and calendar, templates, and consolidation.

Skills

Advanced Excel

Financial modeling

Cross-functional partnering

Data consolidation

Business analytics

Education

Bachelor’s degree in finance/accounting/economics

MBA or CPA designation is a plus

Tools

Power BI

Job description

Who We Are

OptiMed 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 OptiMed 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 Impact Of This Role

The Finance Manager leads OptiMed’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 OptiMed for years to come. This position offers meaningful ownership from day one and significant room to grow with the function.

What You’ll Be Doing

Reporting & Analysis

• 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.

Planning, Budgeting & Forecasting

• 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.

Business Partnership & Decision Support

• 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.

Margin Analytics & Investment Discipline

• 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.

Quality & Special Projects

• 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.

Who You’ll Be Working With

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 Operations, IT, and Human Resources. The Finance Manager also supports materials prepared for company ownership and external partners.

Skills And Experience You’ll Bring To The Table

• Bachelor’s degree in finance, accounting, economics, or a related field.
• Five or more years of progressive FP&A or financial analysis experience, including demonstrated ownership of a budgeting or planning process.
• Advanced Excel and financial modeling skills, including experience developing staffing models, pricing and deal models, and scenario analyses.
• Strong data capabilities, with the ability to consolidate information across multiple systems.
• Experience with business intelligence tools, such as Power BI, preferred.
• Demonstrated experience partnering directly with non-finance leaders and communicating financial analyses clearly and persuasively.
• Healthcare experience in specialty pharmacy, infusion services, pharmacy benefit management, or provider or payor settings strongly preferred.
• Experience working in a private equity-backed or sponsor-reported environment is a plus.
• Proficiency with modern AI tools as analytical accelerators or a demonstrated commitment to developing this capability.
• MBA or CPA designation is a plus.

Competencies You’ll Bring To The Table

• Comfort establishing processes and structure within a developing function while exercising sound judgment under imperfect information.
• Strong sense of ownership and accountability for outcomes across a broad scope of responsibilities.
• Effective business-partnership skills, including the ability to earn the trust of operating leaders and translate financial analyses into actionable decisions.
• Intellectual honesty demonstrated through clear assumptions, well-supported conclusions, and transparent caveats.
• Disciplined prioritization within a fast-paced, resource-conscious environment, with the ability to communicate trade-offs clearly.
• Growth mindset, openness to feedback, and a commitment to continuously improving the function’s capabilities.

Work Environment

Works in a full-time, hybrid position based at OptiMed’s headquarters in Kalamazoo, Michigan. Regular on-site presence and occasional travel are expected based on business needs. This role operates in a fast-paced, high-growth environment and involves prolonged computer use and work across multiple financial systems and tools.

Equal Employment Opportunities

OptiMed Health Partners provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Salary Description

$125,000-$135,000