Director, IT SOX Compliance and Finance System Transformation

HealthEquity

11d•Remote

About The Position

Our mission is to SAVE AND IMPROVE LIVES BY EMPOWERING HEALTHCARE CONSUMERS. Come be part of remarkable. Overview How you can make a difference Reporting to: VP, Corporate Controller HealthEquity’s Controllership team sits at the heart of a publicly traded company, ensuring accurate, timely, and trusted financial reporting. This role plays a critical leadership position within that mission—bridging IT, Finance, and Audit to strengthen SOX compliance while modernizing and scaling our financial systems. This is a high-visibility role combining IT SOX leadership with financial systems oversight, including ownership of system enhancements and upgrades (NetSuite). You will operate as both a strategic partner and a hands-on leader—driving rigor where it matters and progress where it’s needed. Success in this role means moving the organization from reactive to proactive: fewer surprises, stronger planning, tighter controls, and better partnerships across Finance, IT, and Audit. Why this role matters This role directly influences the integrity of HealthEquity’s financial reporting and the scalability of its systems. You’ll have visibility, autonomy, and the chance to shape how a public company balances compliance with modernization—while partnering closely with senior leaders across the organization. What you’ll be doing IT SOX Compliance & Audit Partnership Serve as the primary liaison between IT, Finance, internal stakeholders, and external auditors for IT SOX matters Partner with IT process owners to design, document, and improve internal controls as systems and processes evolve Identify control gaps and deficiencies, drive timely remediation, and escalate risks appropriately Collaborate closely with the SOX Compliance Director to strengthen and evolve the SOX framework, particularly through periods of system transformation Ensure compliance with PCAOB standards, COSO framework, and public company reporting requirements Educate and influence control owners through clear communication, practical guidance, and strong relationships Financial Systems & Transformation Leadership Oversee financial system enhancements and upgrades, with a primary focus on NetSuite You will work cross-functionally with the IT, database, identify access and management teams to ensure an efficient and effective control environment. Partner with Accounting and IT to eliminate manual work, optimize system capabilities, and enhance controls Lead project management efforts across system initiatives, including requirements gathering, UAT, go-live, and post-implementation support Translate accounting and compliance needs into scalable, well-designed system solutions Participate in strategic planning with ERP and IT teams to prioritize enhancements and manage dependencies

Requirements

11+ years of progressive experience, including prior Big Four accounting experience (required)
Deep expertise in SOX, COSO framework, and PCAOB standards for publicly traded companies
Proven experience designing controls that balance compliance and operational efficiency
Strong project management skills with experience leading cross-functional initiatives
Experience with NetSuite or comparable ERP systems in a public company environment
Ability to operate independently, manage detail, and still see the big picture
Strong executive communication skills, including presenting to senior leaders and SOX steering committees
CISA certification required

Nice To Haves

PMP and/or CPA are a plus, but not required

Responsibilities

Serve as the primary liaison between IT, Finance, internal stakeholders, and external auditors for IT SOX matters
Partner with IT process owners to design, document, and improve internal controls as systems and processes evolve
Identify control gaps and deficiencies, drive timely remediation, and escalate risks appropriately
Collaborate closely with the SOX Compliance Director to strengthen and evolve the SOX framework, particularly through periods of system transformation
Ensure compliance with PCAOB standards, COSO framework, and public company reporting requirements
Educate and influence control owners through clear communication, practical guidance, and strong relationships
Oversee financial system enhancements and upgrades, with a primary focus on NetSuite
Partner with Accounting and IT to eliminate manual work, optimize system capabilities, and enhance controls
Lead project management efforts across system initiatives, including requirements gathering, UAT, go-live, and post-implementation support
Translate accounting and compliance needs into scalable, well-designed system solutions
Participate in strategic planning with ERP and IT teams to prioritize enhancements and manage dependencies