Chief Financial Officer, Optum Care Delivery South (WellMed)

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San Antonio, TX, USA
In-Office
225K-375K Annually
Expert/Leader
Artificial Intelligence • Big Data • Healthtech • Information Technology • Machine Learning • Software • Analytics
The Role
Lead financial strategy and performance for WellMed's South region, overseeing budgeting, forecasting, value-based economics, medical cost management, growth and M&A, capital allocation, operational efficiency, governance, and talent development. Act as executive business partner to clinical and operational leaders to align financial plans with care delivery and population health goals.
Summary Generated by Built In
Requisition Number: 2374656
For those who want to invent the future of health care, here's your opportunity. We're going beyond basic care to health programs integrated across the entire continuum of care. Join us to start Caring. Connecting. Growing together.
WellMed Medical Group, part of Optum Care, is a physician-led, patient-centric organization focused on delivering proactive, preventive care for older adults-primarily in Texas. Founded in 1990, WellMed has grown into a comprehensive, integrated care delivery platform serving over one million patients through a broad network of primary care providers, specialists and care teams.
The WellMed care model emphasizes value-based care, chronic disease management and coordinated, team-based delivery to improve outcomes, reduce unnecessary utilization and enhance the patient experience.
The CFO, Optum Care Delivery South (WellMed) is responsible (in partnership with the Optum Health Care Delivery CFO and broader executive leadership team) for providing strategic financial leadership, performance management and operational insight across WellMed while also navigating the matrixed corporate structure of Optum Health.
This leader will support a large-scale, physician-led care delivery system operating under value-based, risk-based and fee-for-service models, with a strong emphasis on Medicare Advantage populations and complex chronic care management.
As a member of the senior leadership team, the CFO will serve as a critical business partner, translating financial performance into actionable strategies that drive growth, affordability and quality outcomes.
Primary Responsibilities:
  • Enterprise Leadership & Business Partnership
    • Serve as a core member of the South Region leadership team, accountable for financial performance and strategic outcomes
    • Partner closely with clinical and operational leaders to align financial strategy with care delivery priorities
    • Leverage Healthcare Economics team to support field operations, provide actionable insights to clinical leaders, and evaluate complex VBC arrangements with provider partners
    • Enable execution of WellMed's value-based care model through financial insight and discipline
  • Financial Planning & Performance Management
    • Lead budgeting, forecasting and long-range planning processes across the South region
    • Drive transparency into performance through robust reporting, analytics and executive dashboards
    • Rapidly assess financial and operational challenges and translate into clear executive recommendations
  • Value-Based Economics & Medical Cost Management
    • Lead financial oversight of risk-based and capitated arrangements (MA, value-based contracts)
    • Conduct medical cost trend analysis, utilization review and performance optimization strategies
    • Partner with clinical teams to improve outcomes while managing total cost of care
  • Growth, Network & Strategic Initiatives
    • Support market expansion, provider network growth and clinic footprint optimization
    • Provide financial leadership for M&A activity including valuation, diligence, structuring and integration
    • Evaluate investments in care delivery capabilities (primary care, specialty services ancillary offerings)
  • Operational Efficiency & Cost Management
    • Monitor operating costs across clinics, care delivery services and support functions
    • Identify and implement cost efficiency initiatives and productivity improvements
    • Advance standardization, scalability and operational rigor across the region
  • Capital Allocation & Infrastructure
    • Lead capital planning, prioritization and deployment across clinics and service lines
    • Support investments in care model innovation, technology and patient experience capabilities
  • Organization & Talent Leadership
    • Lead and develop a high-performing finance organization with strong operating discipline
    • Evaluate organizational structure to continuously improve effectiveness and scalability
    • Foster a culture aligned with WellMed's physician-led, patient-first values
  • Governance, Controls & Reporting
    • Ensure compliance with public company financial standards, controls and reporting requirements
    • Drive integration with broader Optum systems, processes and governance frameworks

You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.
Required Qualifications:
  • 15+ years of progressive finance leadership experience in complex, matrixed organizations
  • 10+ years of experience in healthcare finance (provider, payer-provider, or value-based care environments)
  • 10+ years of people leadership experience, including leading through senior leaders
  • 10+ years working with Medicare Advantage populations and complex chronic care management
  • Demonstrated ability to translate complex analytics into actionable business strategies
  • Solid executive communication and influencing skills
  • Executive level experience within physician groups, risk-bearing entities or Medicare Advantage-focused organizations
  • Proven track record supporting value-based care models and population health economics

Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $225,000-$375,000 annually based on full-time employment. We comply with all minimum wage laws as applicable.
At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission.
OptumCare is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
OptumCare is a drug-free workplace. Candidates are required to pass a drug test before beginning employment.

Skills Required

  • 15+ years of progressive finance leadership experience in complex, matrixed organizations
  • 10+ years of experience in healthcare finance (provider, payer-provider, or value-based care environments)
  • 10+ years of people leadership experience, including leading through senior leaders
  • 10+ years working with Medicare Advantage populations and complex chronic care management
  • Demonstrated ability to translate complex analytics into actionable business strategies
  • Solid executive communication and influencing skills
  • Executive level experience within physician groups, risk-bearing entities or Medicare Advantage-focused organizations
  • Proven track record supporting value-based care models and population health economics

What the Team is Saying

Optum Compensation & Benefits Highlights

  • Leave & Time Off Breadth — PTO is generally described as decent or good, and many note it as a strong part of the package. Actual ability to take time off can depend on workload and team coverage.
  • Retirement Support — Offerings include a 401(k) with employer match and access to an employee stock purchase plan, which are highlighted as meaningful components of total rewards. These programs are consistently referenced among core benefits.
  • Parental & Family Support — Parental and caregiver leave, along with adoption assistance, are publicly highlighted and viewed as notable elements of the package. Availability can be role-specific, but these supports contribute to overall breadth where offered.

Optum Insights

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The Company
HQ: Eden Prairie, MN
160,000 Employees
Year Founded: 2011

What We Do

Optum, part of the UnitedHealth Group family of businesses, is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together. At Optum, we support your well-being with an understanding team, extensive benefits and rewarding opportunities. By joining us, you’ll have the resources to drive system transformation while we help you take care of your future. We recognize the power of connection to drive change, improve efficiency and make a difference in health care. Join a team where your skills and ideas can make an impact and where collaboration is key to creating technology that produces healthier outcomes.

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Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Optum has three workplace models that balance the needs of the business and the responsibilities of each role. These models, core on‑site (5 days/week), hybrid (4 days/week) and telecommute or fully remote, vary by country, role and location.

Typical time on-site: Not Specified
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