Sr Financial Analyst

Our Mission

Our mission is to SAVE AND IMPROVE LIVES BY EMPOWERING HEALTHCARE CONSUMERS. Come be part of remarkable.

Overview

How you can make a difference  

The Sr Financial Analyst is responsible for creating the annual operating plan, leading monthly forecasts, and reporting on actuals and variances. This position will work closely with executive team members to understand, model, and communicate resources needs. As a Senior Financial Analyst, you will play a pivotal role in the financial planning, analysis, and strategic decision-making processes within the finance department of our organization. You will work closely with cross-functional teams, leaders, and key stakeholders to ensure the financial health and efficiency of projects and operations. The Sr Financial Analyst typically reports to a Manager or Director of Financial Planning and Analysis. 

 

What you’ll be doing 

• Develops and maintains financial budget and forecasting models for assigned business units 
• Analyzes and interprets financial information, including Income Statement, Balance Sheet, and key financial and business metrics 
• Provides advisory support on assigned business units’ strategic initiatives 
• Collaborate on FP&A related process improvements; provide input to improve efficiency and accuracy of reporting 
• Prepares fact-based presentations to key business leaders 
• Leads complex financial analysis projects 
• Support ad hoc reporting and analysis
• Mentors and advises Financial Analyst team members 

 

What you will need to be successful

• Bachelor’s degree in finance, economics, or related area required
• 4+ years of work experience in a similar financial or analytical role at a Sr. level
• Stock compensation experience a plus
• Strong ability to breakdown and understand financial results, and effectively handle multiple deliverables in a dynamic environment 
• Excellent written and verbal communication skills and the ability to work collaboratively with FP&A partners and cross-functional teams 
• Highly proficient in NetSuite, Excel and PowerPoint
• Ability to tell the financial story using charts, graphs, and other data visualization tools

 

#LI-Remote

This is a remote position.

Salary Range

$75500.00 To $110000.00 / year

Benefits & Perks

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 

• 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 with 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. 

 

You belong at HealthEquity!

HealthEquity, Inc. is an equal opportunity employer, and we are committed to being an employer where no matter your background or identity – you feel welcome and included. We ensure equal opportunity for all applicants and employees 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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