Director FP&A

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 Vice President of FP&A. 

What you’ll be doing 

• Oversee the annual operating plan process 
• Oversee preparation of the budgets and forecasts, and internal financial reporting (monthly/quarterly/annual) and analysis. 
• Contributes to the preparation of Management and board-level reporting packages and presentations. 
• Oversee the monthly variance review and analysis 
• Develops and maintains models that identify trends and key business drivers and enhance the Company’s ability to predict future financial results. 
• Collaborates with other departments to provide key financial analysis support. 
• Oversee a team of analysts with varying experience 
• Partnering with internal shared services and data functions to validate data and perform analysis, improve processes and create efficiencies 
• Partner heavily with the People team and compensation functions 

 What you will need to be successful

• 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.  
• Excellent technical knowledge of finance and accounting functional areas is required. 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 highly team-oriented, inquisitive, and enjoys problem solving.
• 8+ years of progressive FP&A experience, with a strong background in financial forecasting, budgeting, and planning.
• 2+ years of people leadership experience, including direct responsibility for managing and developing FP&A professionals.
• Superb attention to detail and the ability to prioritize and deliver in a fast-paced environment. 
• Excellent leadership, communication, presentation and interpersonal skills are required to perform the functions as described. The ability to persuade and negotiate with others while projecting a professional image. 
• The ability to collaborate with, encourage and build mutual trust, respect, and cooperation across teams/departments is essential. 

#LI-Remote

This is a remote 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 and restricted stock units 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 

• Paid parental leave 

• 401(k) match 

• Personal and healthcare financial literacy programs 

• Ongoing education & tuition assistance 

• Gym and fitness reimbursement 

• Wellness program incentives 

Onboarding & Travel

This is a remote role, with an in-person onboarding training component. New team members must participate in Trailhead, HealthEquity’s immersive onboarding experience Trailhead is designed to foster meaningful connections, support your integration into the organization, and equip you with a strong understanding of our business. Trailhead participation is a key expectation of this role. Trailhead is held onsite at our headquarters once per quarter. HealthEquity covers all required travel and accommodations. 

This role may begin with a virtual, self-paced onboarding experience, followed by a mandatory onsite Trailhead session at a later date.