Director FP&A

HealthEquity, Inc.; United States; On-site; USD 138,000 - 182,000; Full time

Benefits offered by this job

Medical, dental, and vision

HSA contribution and match

Dependent care FSA match

Uncapped paid time off

Paid parental leave

401(k) match

Education assistance

Job summary

HealthEquity, Inc. is seeking an experienced Senior FP&A professional to lead the annual operating plan, budgets, forecasts, and financial reporting for multiple departments.

You will develop models to identify trends, collaborate with cross‑functional teams, and mentor a team of FP&A analysts. The role requires 8+ years in FP&A, 2+ years of people leadership, and a strong background in forecasting, budgeting, and planning.

Qualifications

• Bachelor’s Degree in Finance or Accounting required.
• Excellent technical knowledge of finance and accounting; strong analytical and modeling skills.
• 2+ years of people leadership experience; 8+ years FP&A experience.

Responsibilities

• Oversee the annual operating plan process.
• Oversee preparation of budgets and forecasts, and internal financial reporting.
• Contribute to Management and board-level reporting packages and presentations.
• Oversee monthly variance review and analysis.
• Develop and maintain models to identify trends and key drivers for forecasting.
• Collaborate with other departments to provide financial analysis support.
• Lead and develop FP&A analysts.
• Partner with People and compensation teams.

Skills

Financial forecasting

Budgeting

Data analysis

Leadership

Communication skills

Education

Bachelor’s Degree in Finance or Accounting

MBA or CPA preferred

Tools

Financial modeling

Excel

BI tools

Job description

Our Mission

Our mission is to SAVE AND IMPROVE LIVES BY EMPOWERING HEALTHCARE CONSUMERS.Come be part of remarkable.

Overview

How you can make a difference

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.

#LI-Remote

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 care 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 thatby2030 we will make HSAs as wide‑spread and popular as retirement accounts.Weare passionate about providing a solution that allows American families to connecthealth and wealth. Join us and discover a work experience where the person is valued more than the position.

You belong at HealthEquity!

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 ourCareers page.

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 visitHealthEquity Privacy.