Program Manager, Financial Operations

Forma.ai; United States; Remote; USD 140,000 - 190,000; Full time

Benefits offered by this job

Remote-first

Health insurance

Wellness program

Home office stipend

401(k)

Flexible PTO

Parental leave

Job summary

Forma.ai is seeking a Program Manager, Financial Operations to own how member funds move through our platform—pre-tax contributions, card programs, and tax docs—and to manage vendor relationships powering the infrastructure.

You’ll work with banking operations and engineering to keep flows running, resolve escalations, and drive day-to-day process improvements for invoicing and finance needs.

Qualifications

• 5+ years in operations, financial operations, or technical program management in fintech/HR tech.
• Experience managing vendor/banking infrastructure relationships, incl. major institutions.
• Strong background in B2B invoicing and billing operations and platforms.
• Excellent data analytics skills to interpret operational data.
• Experience with escalation management and cross-functional issue resolution.
• Excellent executive communication for non-finance stakeholders.
• Comfort collaborating with engineering on integrations and tooling.
• Familiarity with HSA administration and payments infrastructure is a plus.
• Thrives in a fast-moving environment with evolving processes.

Responsibilities

• Maintain financial plans and forecasts.
• Own end-to-end fund flow operations for member funds and tax docs.
• Manage day-to-day vendor relationships for financial infrastructure.
• Triage and resolve daily fund flow and vendor escalations with Eng/Support.
• Partner with banking operations to streamline processes.
• Lead or support vendor integration and platform changes.
• Monitor fund flow data to identify risks and improvements.
• Provide data support for invoicing and cross-functional finance needs.

Skills

5+ years operations

Vendor/infrastructure relationships

B2B invoicing & billing

Data analytics

Escalation management

Executive communication

Engineering collaboration

HSA/card programs familiarity

Fast-paced environment

Job description

About Forma

The employee benefits landscape needs a reset. Companies invest millions annually in benefits that employees neither value nor use regularly. Forma, founded in 2017, set out to challenge this one-size-fits-all approach.

Forma’s global lifestyle benefits platform enables companies to offer competitive packages while reducing costs and inefficiencies. While giving employees more choice and flexibility in spending their benefit allowances, the Forma platform saves HR, total rewards, and benefits professionals countless hours they would have spent managing and supporting multiple point solutions.

With Forma, companies can choose from a suite of products, including Lifestyle Spending Accounts, Health Savings Accounts, Health Reimbursement Arrangements, Flexible Spending Accounts, and more. These products allow companies to design and deliver customized benefits programs through a single platform. Employees can then spend account funds in three ways: The Forma Store, The Forma Visa Card, or claim reimbursement.

Forma has helped hundreds of renowned companies, including Stripe, UKG, lululemon, and Tripadvisor, to design equitable, scalable, and flexible benefits programs for nearly 1 million employees worldwide.

Forma is backed by Emergence Capital and Ribbit Capital. We have received numerous awards for our exponential growth, innovation, and as a “Great Place to Work.”

About the Role

Forma is looking for a Program Manager, Financial Operations to own the operational backbone of how member funds move through our platform — pre-tax contributions and investments, our 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 engineering to keep things running and make them better over time.

You Will

• Maintain financial plans and forecasts

• Own end-to-end fund flow operations for member funds, including HSA contributions, Forma’s pre- and post-tax card programs, and related tax documentation.

• Manage the day-to-day operational relationship with Forma’s financial infrastructure vendors, serving as the primary point of contact for each.

• Triage and resolve daily escalations related to fund flows, card operations, and vendor issues, coordinating with Engineering and Support as needed.

• Partner with banking operations to identify gaps and streamline day-to-day processes.

• Lead or support technical project management for vendor integrations, platform changes, and operational improvements.

• Monitor fund flow and vendor data to identify trends, risks, and process improvement opportunities.

• Support tax documentation processes and vendor coordination to ensure accurate, timely member tax forms.

• Provide member-level data and analysis to support invoicing and other cross-functional finance needs.

Preferred Skills

• 5+ years in operations, financial operations, or technical program/project management, ideally in fintech, HR tech, or benefits administration.

• Experience managing vendor or banking/financial infrastructure relationships, ideally including owning or negotiating contracts with major financial institutions (e.g., JPMC or similar).

• Strong background in B2B invoicing and billing operations, including working knowledge of billing platforms.

• Strong data analytics skills — able to pull, interpret, and act on operational data.

• Experience with escalation management and cross-functional issue resolution in a technical or platform-driven environment.

• Excellent executive communication skills, with the ability to translate complex financial detail for non-finance stakeholders.

• Comfort working directly with engineering and technical teams on integrations and operational tooling.

• Familiarity with HSA administration, card programs, payments infrastructure, or banking-as-a-service platforms a plus.

• Comfort operating in a fast-moving environment with evolving processes and cross-functional dependencies.

Benefits and Perks

• Remote-first working environment

• Medical, dental and vision insurance plans

• Employee wellness program

• One-time home office stipend

• 401(k) savings plan

• Flexible PTO policy

• 12 weeks Parental Leave + 4 additional weeks for the Birthing Parent

At Forma, we value diversity, and always treat all employees and job applicants based on merit, qualifications, competence, and talent. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Duties and responsibilities may not all be covered in the description, or may change over time at the discretion of Forma. You’re encouraged to apply even if your experience doesn’t precisely match the job description. Your skills and passion will stand out—and set you apart—especially if your career has taken some extraordinary twists and turns. At Forma, we welcome diverse perspectives, and people who think rigorously / aren’t afraid to challenge assumptions. Join us!