Sr Business Analyst

HealthEquity, Inc.; Mission, Northern (TX, KY); Hybrid; USD 88,000 - 112,000; 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

Gym and fitness reimbursement

Wellness incentives

Job summary

HealthEquity, Inc. is seeking a Senior Business Analyst for the HSA Core Product team. You will turn data into product decisions, uncover trends, and help define requirements for payment and growth opportunities across HSA, HRA, and commuter benefits. Remote role with onboarding/travel considerations.

You’ll analyze balances and revenue trends, write advanced SQL, build dashboards, and present insights to leadership while collaborating with product and engineering teams.

Qualifications

• 5+ years of experience in business analysis, data analytics, or related field with SQL expertise.
• Experience writing and optimizing SQL against large relational datasets.
• Background in fintech or regulated financial services preferred.

Responsibilities

• Analyze contribution balances, cash balances, and revenue trends for the HSA core product.
• Write and optimize complex SQL queries against large datasets.
• Build and maintain dashboards/reports used by Product Managers and leadership.
• Use AI tools daily for query writing, data exploration, and issue detection.
• Partner with the Director of Product Decision Support and other data teammates.
• Contribute to requirements and business process definitions for product/engineering teams.
• Present findings to product leadership to inform decisions.

Skills

SQL

Data analysis

Dashboard reporting

AI tools usage

Financial services domain knowledge

Tools

Databricks

Databricks Genie

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

As a Senior Business Analyst on the HSA Core Product team, you'll help turn data into product decisions that affect how hundreds of thousands of members save, contribute, and grow their HSA balances. Your primary focus will be uncovering what the data says - where contribution and revenue trends are moving, what's driving them, and where the biggest opportunities are - while also contributing to requirements and business process definition where needed to support the team.

What you’ll be doing

• Analyze contribution balances, cash balances, and revenue trends to surface opportunities and headwinds across the HSA core product (with likely expansion into HRA and commuter benefits)


• Write and optimize complex SQL queries against large, relational datasets


• Build and maintain dashboards and reports that Product Managers and senior leadership use directly to make product decisions


• Use AI tools daily (Claude/Claude Code preferred) for query writing, data exploration, and finding/explaining data issues; Databricks and Databricks Genie experience strongly preferred


• Partner closely with the Director of Product Decision Support and other data-focused teammates, with data and insight as the primary deliverable


• Contribute to requirements documentation and business process definition as needed to support product and engineering teams


• Present findings clearly to Product Managers and senior leadership to inform decision-making

What you will need to be successful

• 5+ years of experience in business analysis, data analytics, or a related field, with demonstrated SQL expertise


• Strong SQL skills - required


• Experience in fintech, HSA, HRA, FSA, or another regulated financial services environment preferred (FSA experience translates well)


• Active, daily use of AI tools for data work; experience with Claude preferred, but experience with other AI assistants (ChatGPT, Codex, etc.) is also welcome


• Databricks and Databricks Genie experience a strong plus


• Comfortable writing clear requirements and translating business needs for engineering teams


• Comfortable presenting data-driven findings and recommendations to product leadership


• Thrives in a fast-moving, evolving environment with some ambiguity

#LI-Remote

This is a remote position.

Salary Range

$87500.00 To $111500.00 / 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 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.

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.