FinOps Program Manager: Fund Flows & Banking Ops

Openkrill; United States; Remote; USD 120,000 - 180,000; Full time

Benefits offered by this job

Remote-first

Medical, dental and vision insurance

Employee wellness program

Home office stipend

401(k) savings plan

Flexible PTO policy

Parental Leave

Job summary

Forma is seeking a Program Manager, Financial Operations to own the operational backbone of how member funds move through our platform—pre-tax contributions and investments, pre‑ and post‑tax card programs, and member tax documentation—and to manage the vendor relationships that power that infrastructure.

You’ll be the person who understands how money actually moves through Forma's systems, catches and resolves issues before they reach members, and works daily with banking operations and

Qualifications

• 5+ years in operations or financial operations (fintech/HR tech/benefits).
• Vendor/banking infra relationships; contract ownership/negotiation with banks.
• B2B invoicing and billing operations; familiarity with billing platforms.
• Data analytics skills; turning data into actions.
• Escalation management and cross-functional issue resolution.
• Executive communication for non-finance stakeholders.
• Collaboration with engineering on integrations and tooling.
• HSA administration / card programs familiarity a plus.
• Thrives in a fast-changing, cross-functional environment.

Responsibilities

• Maintain financial plans and forecasts.
• Own end-to-end fund flow operations for member funds, including HSA contributions, pre- and post-tax card programs, and related tax documentation.
• Manage day-to-day operational relationships with financial infrastructure vendors.
• Triage and resolve daily escalations related to fund flows, card ops, and vendor issues.
• Partner with banking operations to identify gaps and streamline processes.
• Lead or support technical PM for vendor integrations and platform changes.
• Monitor fund flow and vendor data to identify trends, risks and improvements.
• Support tax documentation processes and vendor coordination for accurate tax forms.
• Provide member-level data and analysis to support invoicing and cross-functional needs.

Skills

Operations experience

Financial operations

Technical program management

Vendor management

Billing operations

Data analytics

Escalation management

Executive communication

Engineering collaboration

HSA / card programs familiarity

Fast-moving environment adaptability

Tools

Billing platforms

Job description

Forma is seeking a Program Manager, Financial Operations to own the operational backbone of how member funds move through our platform—pre-tax contributions and investments, pre‑ and post‑tax card programs, and member tax documentation—and to manage the vendor relationships that power that infrastructure.

You’ll be the person who understands how money actually moves through Forma's systems, catches and resolves issues before they reach members, and works daily with banking operations and