FP&A Mgr

Overview:

We are CONNECTING HEALTH AND WEALTH. Come be part of remarkable. 

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 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, Product, and other departments
• Consolidates and prepares financial reporting (monthly/quarterly/annual)
• Develops and maintains sophisticated driver-based models that identify trends and key business drivers and enhance the Company’s ability to predict future financial results
• Assists in coordinating invoiced item codes through financial statement alignment
• Helps provide views for future sold clients as well as impacts of recent and expected changes to existing clients' products and pricings and the impact to revenues of each product
• 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 a more scalable forecast model by leveraging technology
• Ownership for story telling for consolidated revenue metrics for Company products
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• Resolves complex problems and performs postmortem analysis. What happened? Why did it happen? What does this mean going forward?

What you will need to be successful

Education:

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.

Knowledge, Skills & Abilities:

• 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 – 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 team-oriented, inquisitive, and enjoys problem solving; strong work-ethic is a must
• 6+ years prior work experience with a proven track record of success
• Superb attention to detail and the ability to prioritize and deliver in a fast-paced environment
• Experience with FP&A systems (NetSuite a plus)
• Excellent leadership, communication, presentation, and interpersonal skills are required to perform the functions as described. Incumbents must have the ability to persuade and negotiate with others while projecting professionalism.
• The ability to collaborate with, encourage and build mutual trust, respect, and cooperation across teams/departments is essential. Incumbents must also initiate and direct comprehensive programs and initiatives as described.

#LI-Remote

This is a remote position.

The compensation range describes the typical minimum or maximum base pay range for this position. 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
• Adventure accounts
• Paid parental leave
• 401(k) match
• Personal and healthcare financial literacy programs
• Ongoing education & tuition assistance
• Gym and fitness reimbursement
• Wellness program incentives

Why work for HealthEquity 

HealthEquity has a vision that by 2030 we will make HSAs as wide-spread 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. Click here to learn more. 

Come be your authentic self

HealthEquity, Inc. is an equal opportunity employer that is committed to inclusion and diversity. We take affirmative action to ensure equal opportunity for all applicants 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 our Careers page.

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