- Maintain financial plans and forecasts.
- Own end-to-end fund-flow operations for member funds, including HSA contributions, pre- and post-tax card programs, and related tax documentation.
- Manage day-to-day operational relationships with financial infrastructure vendors and serve as their primary point of contact.
- Triage and resolve daily escalations related to fund flows, card operations, and vendor issues, coordinating with Engineering and Support as needed.
- Partner with banking operations to identify gaps and streamline day-to-day processes.
- Lead or support technical project management for vendor integrations, platform changes, and operational improvements.
- Monitor fund-flow and vendor data to identify trends, risks, and process improvement opportunities.
- Support tax documentation processes and vendor coordination to ensure accurate, timely member tax forms.
- Provide member-level data and analysis to support invoicing and other cross-functional finance needs.
Data analytics