Senior Manager, Financial Planning & Analysis (FP&A)

MaxHealth is seeing a new Sr. Manager, Financial Planning and Analysis. The Senior Manager, Financial Planning & Analysis (FP&A) is a critical leader responsible for driving MaxHealth's financial planning, reporting, forecasting, and analytics across all payer products and operating divisions. This role partners closely with senior leadership-including Finance, Clinical Operations, Medical Economics, Data & Analytics, Contracting, and Actuarial-to deliver the financial insights required to support operational excellence, strategic growth, and value-based performance.

The ideal candidate possesses strong FP&A and accounting fundamentals, thrives in a fast-paced environment, and brings meaningful experience in healthcare-ideally Medicare Advantage, ACO, or other risk-based models. This position plays a hands-on role in modeling financial performance, supporting payer negotiations, evaluating clinic expansion (including de novos), and informing strategic decision-making across the enterprise.

This is a hybrid position with travel required as needed to our Tampa Corporate Offices 1-2 times per month.

Base Salary Begins at $140K.

Key Responsibilities-

Financial Planning & Forecasting

• Own the monthly forecasting process, including revenue, medical expense, operating expense, and EBITDA performance.
• Develop monthly management reporting and quarterly board reporting with clear, actionable variance explanations.
• Manage and execute the annual budgeting process across all departments, locations, and cost centers.
• Maintain and continually enhance long-term financial models covering capitation, RAF/HCC impacts, payer mix, clinic growth, and enterprise strategic initiatives.

Value-Based Care & Payer Economics

• Analyze performance across Medicare Advantage, ACO REACH, and Medicare fee-for-service and Commercial lines of business, including:
  • Per Member Per Month (PMPM) trends
  • Claims runout and IBNR
  • RAF/HCC dynamics and risk adjustment performance
  • Medical Loss Ratio (MLR) and surplus-sharing calculations
  • Payer yield and contract performance
• Prepare materials and financial insights for Joint Operating Committees with payer partners.
• Support new payer contract negotiations with pro formas, scenario analysis, and risk-based economic modeling.

Operational & Strategic Finance

• Develop and maintain clinic-level P&Ls, cost allocations, and provider productivity dashboards.
• Lead modeling for de novo clinic opportunities, clinic expansions, space planning, and lease negotiations, including leasehold improvement planning and TI evaluation.
• Support capital planning, debt financing activities, and lender compliance reporting.
• Evaluate financial impacts of vended solutions, vendor arrangements, and new operational initiatives.
• Partner cross-functionally to align financial insights with strategic goals and operational performance.

Leadership & Cross-Functional Influence

• Serve as the lead FP&A partner to senior executives by delivering clear insights, decision-support, and forward-looking analysis.
• Provide thought leadership in shaping financial strategy, clinic growth planning, payer economics, and cost management.
• Collaborate across Finance, Clinical Operations, Medical Economics, Data & Analytics, Actuarial, and Contracting to align financial models and insights with operational and strategic objectives.
• Act as a subject-matter expert and resource for analysts, managers, and operational leaders-even without initial direct reports-by improving processes, enhancing financial literacy, and guiding best practices.
• Drive continuous improvement in forecasting, budgeting, dashboards, and reporting tools to elevate financial visibility across the organization.
• When requested, present financial results and insights to senior leadership and the board in a clear, concise, and business-oriented manner.

Other Responsibilities

• Ensure timeliness, accuracy, and integrity of FP&A outputs.
• Support enterprise-wide initiatives, ad-hoc analyses, and special projects as assigned by the CFO or SVP Finance & Accounting.
• Serve as a strategic partner to executives in driving growth, operational excellence, and financial discipline.

Required Qualifications-

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 5-7 years of progressive FP&A, Corporate Finance, or Accounting experience, preferably in a multi-entity environment.
• Strong understanding of financial statements, accounting principles, and forecasting methodologies.
• Advanced proficiency in Excel and financial modeling.
• Demonstrated ability to partner cross-functionally and present financial insights to senior leadership.
• Strong organizational, analytical, and communication skills.
• Ability to thrive in a fast-paced, high-growth environment with multiple competing priorities.

Preferred Qualifications-

• Experience in Medicare Advantage, ACO, value-based care, or risk-based contracting, including capitation, surplus sharing, RAF/HCC dynamics, and claims performance analysis.
• Experience with clinic-level P&Ls, cost allocation, provider productivity metrics, or operational analytics in a healthcare services environment.
• Experience supporting payer negotiations or presenting in JOC forums.
• Familiarity with NetSuite, Power BI, SQL, or related FP&A/BI tools.
• CPA, CFA, or MBA.

ABOUT MAXHEALTH

MaxHealth is dedicated to simplifying healthcare and ensuring healthier futures. Founded in 2015, MaxHealth is a leading primary care platform focused on providing high-quality, integrated care to adults and senior patients throughout Florida. We provide care for more than 120,000 patients, most of which are beneficiaries of government-sponsored healthcare programs like Medicare, or of health plans purchased on the Affordable Care Act exchange marketplace. MaxHealth is a rapidly growing medical practice with more than 50 clinics spread across central and southern Florida. MaxHealth also partners with independent providers who are like-minded and utilizes its platform to help them provide high-quality care. We are customer-centered; compassionate; results-driven; proactive; collaborative; and adaptable in executing our vision to help patients live their best lives. Our mission is to deliver quality care, a simplified experience, and happiness. One patient at a time.

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Salary : $140,000