[Hiring] FP&A Manager @HealthEquity

Role Description

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 Director of Financial Planning and Analysis (FP&A). This individual will support the FP&A function by focusing their efforts on driving the forecast process for specific products as well as helping scale the FP&A function through the use of technology and best practices.

What you’ll be doing

• Lead budgeting and forecasting processes for owned areas in close collaboration with the rest of Finance, Accounting, and other departments.
• Lead, coach, and develop FP&A team members, providing clear direction, feedback, and support to drive high-quality forecasting, analysis, and business partnership.
• Consolidates and prepares financial reporting (monthly/quarterly/annual).
• Deliver forecast accuracy through deep understanding of owned areas and leadership to senior analysts.
• Collaborates and regularly interacts with other departments and senior leaders to provide key financial analysis support.
• Contributes to the preparation of Management and board-level reporting packages and presentations.
• Contributes to the success of the FP&A team by providing leadership and mentorship to various members of the FP&A team.
• Builds scalable forecast models by leveraging technology.
• Ownership for story telling for consolidated results of stock-based compensation, benefits, and other allocations.
• Resolves complex problems and performs postmortem analysis. What happened? Why did it happen? What does this mean going forward?

Qualifications

• Bachelor’s or Master's Degree in Finance or Accounting or thorough knowledge and understanding of finance and accounting through demonstrated work experience.
• CPA, CMA, CFA, FPAC or other relevant certifications a plus.
• 6+ years prior work experience within FP&A, with proven track record of success.
• 2+ years managing people within a FP&A function.
• Hands-on experience forecasting and managing stock-based compensation and enterprise benefits.
• One who enjoys gaining insights into the business, learning, and collaborating across the Company.
• Excellent technical knowledge of finance and accounting functional areas is required.
• Scenario-based financial modeling.
• Highly analytical with strong communication skills.
• Self-starter who is team-oriented, inquisitive, and enjoys problem solving; strong work ethic is a must.
• Superb attention to detail and the ability to prioritize and deliver in a fast-paced environment.
• Experience with FP&A systems (NetSuite and NetSuite Planning and Budgeting a plus).
• Excellent leadership, communication, presentation, and interpersonal skills are required to perform the functions as described.
• The ability to collaborate with, encourage and build mutual trust, respect, and cooperation across teams/departments is essential.

Benefits

• 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.

Company Description

HealthEquity has a vision that by 2030 we will make HSAs as widespread 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.