AVP FP&A

HealthEquity

10d•Remote

About The Position

Our mission is to SAVE AND IMPROVE LIVES BY EMPOWERING HEALTHCARE CONSUMERS. Come be part of remarkable. Overview Job Summary: The AVP, FP&A is a strategic and influential leader responsible for driving financial planning, forecasting, and analysis across key revenue-generating functions, including Sales, Marketing, and Product. This role will lead the development of revenue forecasting models, own and evolve pricing strategies, and the analytics function supporting go-to-market teams. As a critical finance business partner, AVP FP&A will collaborate closely with Sales, Marketing, Product, and Executive leadership to provide insightful financial analysis, support strategic decision-making, and drive profitable growth. This position requires strong leadership skills to mentor a team and the ability to effectively communicate complex financial information to stakeholders.

Requirements

Bachelor's degree in Finance, Accounting, or related field
15+ years of related work experience, including 5+ years of leadership experience
Strong background in managing financial reporting, budget preparation, and regulatory compliance.
Exceptional leadership, communication, and interpersonal skills with the ability to build relationships and collaborate effectively across all levels of the organization.
Strong analytical skills, attention to detail, and ability to manage multiple projects and deadlines simultaneously.
Strong problem-solving, critical thinking, organizational, multi-tasking, and time management skills
Ability to work in a fast-paced, dynamic environment and adapt to changing organizational needs.
Work requires normal range of hearing, vision and verbal communication skills, with or without a reasonable accommodation.
Must be able to use a telephone or headset equipment and operate a keyboard and other office equipment, with or without reasonable accommodation.
Must be able to spend prolonged periods of each workday on the phone
The ability to perform work at a computer station for 6-8+ hours a day and function in an environment with frequent interruptions is required.
May experience elevated levels of stress during periods of increased activity and with work entailing multiple deadlines.

Nice To Haves

CPA, CFA or other financial license, a plus

Responsibilities

Revenue Forecasting & Planning
Lead the development and continuous improvement of short- and long-term revenue forecasts.
Partner with Finance, Sales, Product, and Executive teams to deliver accurate, actionable forecasts aligned with company objectives.
Develop models to assess revenue sensitivity to various internal and external factors.
Pricing Strategy
Own and evolve pricing models across product lines, ensuring competitiveness, profitability, and scalability.
Collaborate with Product, Marketing, and Sales to test, implement, and iterate pricing strategies.
Conduct market and competitor pricing analyses to inform strategic decisions.
Sales, Marketing, and Product Forecasting & Analytics
Lead the analytics function that supports go-to-market teams with performance tracking, KPI development, and forecasting.
Partner on establishing robust reporting dashboards and processes for demand generation, sales pipeline, conversion rates, and customer acquisition metrics.
Partner with Product teams to forecast product adoption, utilization trends, and monetization opportunities.
Serve as the primary finance business partner for Sales, Marketing, and Product organizations.
Drive budget planning, quarterly forecasting, and long-range planning processes for all GTM and product functions.
Provide financial analysis and strategic insights on ROI of marketing campaigns, sales programs, and product investments.
Monitor performance vs. plan, analyze variances, and develop actionable recommendations to improve efficiency and impact.
Support investment cases and resource allocation decisions with detailed financial modeling and scenario planning.
Cross-Functional Leadership
Serve as a strategic thought partner to CCO, CFO, and Head of Product.
Lead and mentor a team of analysts and directors across pricing, and FP&A functions.
Present insights and recommendations to executive leadership and influence strategic planning
Other duties as assigned