FP&A Manager

HealthEquity

12d•Remote

About The Position

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.

Requirements

Bachelor’s or Master's Degree in Finance or Accounting or thorough knowledge and understanding of finance and accounting through demonstrated work exerience.
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 – 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
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. 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.

Nice To Haves

CPA, CMA, CFA, FPAC or other relevant certifications a plus

Responsibilities

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?