Director FP&A

HealthEquity; United States; Remote; USD 138.000 - 182.000; Vollzeit

Benefits dieser Stelle

Medical, dental, and vision

HSA contribution and match

Dependent car FSA match

Uncapped paid time off

Paid parental leave

401(k) match

Personal and healthcare financial lit.

Ongoing education& tuition assistance

Gym and fitness reimbursement

Wellness program incentives

Zusammenfassung

HealthEquity is seeking a Senior FP&A professional to guide financial planning across the organization. You will oversee the annual operating plan, budgets, forecasts, and internal reporting, while developing models that reveal key drivers and future results.

You will lead a team of analysts and partner with People and data functions to enhance data quality and efficiency. The role requires 8+ years of FP&A experience with strong analytical and communication skills, and a relevant degree;

Qualifikationen

• Bachelor’s degree in Finance or Accounting required; MBA/CPA/CMA preferred.
• 8+ years FP&A experience with forecasting, budgeting and planning.
• 2+ years people leadership experience.
• Strong analytical, communication, and data presentation skills.

Aufgaben

• Oversee the annual operating plan process.
• Oversee budgets, forecasts, and internal financial reporting.
• Prepare management and board reporting packages.
• Lead monthly variance analysis.
• Develop models identifying drivers and future results.
• Collaborate with departments for financial analysis.
• Manage a team of analysts.
• Partner with People and data functions for data validation and efficiency.

Kenntnisse

Forecasting and budgeting

Financial modeling

Leadership experience

Strategic analysis

Cross-functional collaboration

Stakeholder communication

Ausbildung

Bachelor’s Degree in Finance or Accounting

MBA or CPA/CMA preferred

Jobbeschreibung

Our Mission

Our mission is to SAVE AND IMPROVE LIVES BY EMPOWERING HEALTHCARE CONSUMERS.

Overview

This role will work across all departments and business units to provide a wide range of financial and decision support to senior business leaders, including the preparation and maintenance of short-term and long-term financial forecasts, evaluation of new corporate initiatives, and other ad hoc projects. This position typically performs work in a centralized, corporate environment and reports to the Vice President of FP&A.

What You’ll Be Doing

• Oversee the annual operating plan process
• Oversee preparation of the budgets and forecasts, and internal financial reporting (monthly/quarterly/annual) and analysis.
• Contributes to the preparation of Management and board-level reporting packages and presentations.
• Oversee the monthly variance review and analysis
• Develops and maintains models that identify trends and key business drivers and enhance the Company’s ability to predict future financial results.
• Collaborates with other departments to provide key financial analysis support.
• Oversee a team of analysts with varying experience
• Partnering with internal shared services and data functions to validate data and perform analysis, improve processes and create efficiencies
• Partner heavily with the People team and compensation functions

What You Will Need To Be Successful

• A thorough knowledge and understanding of finance and accounting as normally obtained through the completion of a Bachelor’s Degree in Finance or Accounting . An MBA, CPA, CMA, or other relevant degree or certification is preferred.
• Excellent technical knowledge of finance and accounting functional areas is required . Highly analytical with strong communication skills – the ideal candidate will have demonstrated a track record of superior financial modeling and using analysis to influence decision-making, including prior experience in a corporate finance and/or accounting.
• Self-starter who is highly team-oriented, inquisitive, and enjoys problem solving.
• 8+ years of progressive FP&A experience, with a strong background in financial forecasting, budgeting, and planning.
• 2+ years of people leadership experience, including direct responsibility for managing and developing FP&A professionals.
• Superb attention to detail and the ability to prioritize and deliver in a fast-paced environment.
• Excellent leadership, communication, presentation and interpersonal skills are required to perform the functions as described. The ability to persuade and negotiate with others while projecting a professional image .
• The ability to collaborate with, encourage and build mutual trust, respect, and cooperation across teams/departments is essential.

This is a remote position.

Salary Range

$137500.00 To $182000.00 / year

Benefits & Perks

The actual compensation offer is determined based on job-related knowledge, education, skills, experience, and work location. This position will be eligible for performance-based incentives and restricted stock units as part of the total compensation package, in addition to a full range of benefits including:

• Medical, dental, and vision
• HSA contribution and match
• Dependent car FSA match
• Uncapped paid time off
• Paid parental leave
• 401(k) match
• Personal and healthcare financial literacy programs
• Ongoing education& tuition assistance
• Gym and fitness reimbursement
• Wellness program incentives

Onboarding & Travel

This is a remote role, with an in-person onboarding training component. New team members must participate in Trailhead , HealthEquity’s immersive onboarding experience Trailhead is designed to foster meaningful connections, support your integration into the organization, and equip you with a strong understanding of our business. Trailhead participation is a key expectation of this role. Trailhead is held onsite at our headquarters once per quarter. HealthEquity covers all required travel and accommodations.

This role may begin with a virtual, self-paced onboarding experience, followed by a mandatory onsite Trailhead session at a later date.

HealthEquity is committed to providing reasonable accommodations to team members with qualifying disabilities. Should you be selected for this role and require an accommodation, we will put you in touch with our Benefits Team so you can begin the accommodation request process.

Why work with HealthEquity

HealthEquity has a vision that by2030 we will make HSAs as wide-spread and popular as retirement accounts. We are passionate about providing a solution that allows American families to connect health and wealth. Join us and discover a work experience where the person is valued more than the position.

EEO Statement

HealthEquity, Inc. is an equal opportunity employer, and we are committed to being an employer where no matter your background or identity – you feel welcome and included. We ensure equal opportunity for all applicants and employees without regard to race, age, color, religion, sex, sexual orientation, gender identity, national origin, status as a qualified individual with a disability, veteran status, or other legally protected characteristics. HealthEquity is a drug-free workplace. For more information about our EEO policy, or about HealthEquity’s applicant disability accommodation, drug-free-workplace, background check, and E-Verify policies, please visit our Careers page.

AI and Interview Policy

HealthEquity uses Microsoft Copilot to transcribe screening interviews between candidates and their direct Talent Partner for note taking and interview summaries. By scheduling a screening interview with us, you consent to Microsoft Copilot’s AI technology recording and transcribing your interview with your Talent Partner. This information will be reviewed for accuracy and then used by HealthEquity to summarize the interview, ensure accuracy, and facilitate our hiring process. We take privacy seriously. You have the option to opt out. If you wish to opt out of this Microsoft Copilot transcription, please notify your Talent Partner in advance of the interview. If we do not receive an opt-out request from you, we will assume that you consent to the use of Microsoft Copilot.

At HealthEquity, our goal is to save and improve lives by empowering healthcare consumers. This shared purpose inspires everything we do, including how we approach hiring. Our process is designed to get to know the real you: your skills, experiences, and potential to make a difference. We value honesty, originality, and the courage to do the right thing, even when it is not the easiest path. Showing up as your authentic self reflects these values and helps us build something truly remarkable together.

As AI is becoming a common tool throughout the application process, we want to be clear about its appropriate use at HealthEquity. Using AI to support resume writing, research, or interview preparation is perfectly acceptable, provided the content is accurate and genuinely represents your qualifications and skills. For other key parts of our interview process, however, it is important that the ideas, communication, and work you share reflect your own voice, experiences, and thinking. We ask that you participate in our live interviews and complete any assessments without AI assistance unless instructions explicitly indicate otherwise or a specific exception is discussed and approved in advance. This approach ensures fairness, celebrates your individuality, and allows your authentic perspective to shine. Behaviors that do not align with these guidelines may result in disqualification from the hiring process or termination of employment if later discovered. We appreciate your understanding and look forward to learning about the unique contributions only you can bring to HealthEquity.

HealthEquity is committed to your privacy as an applicant for employment. For information on our privacy policies and practices, please visit HealthEquity Privacy.