Program Manager, Financial Operations
New
F
FormaEmployee benefits
Location: United States
Workplace: RemoteFull-TimeManager
Salary not disclosed
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Job Details
- Experience
- 5+ years in operations, financial operations, or technical program/project management
- Required Skills
- Data analytics
Requirements
- Have 5+ years of experience in operations, financial operations, or technical program/project management.
- Bring experience managing vendor or banking/financial infrastructure relationships.
- Have a strong background in B2B invoicing and billing operations, including working knowledge of billing platforms.
- Demonstrate strong data analytics skills, including the ability to pull, interpret, and act on operational data.
- Have experience with escalation management and cross-functional issue resolution in a technical or platform-driven environment.
- Be able to communicate complex financial details to non-finance stakeholders.
- Be comfortable working directly with engineering and technical teams on integrations and operational tooling.
- HSA administration, card programs, payments infrastructure, or banking-as-a-service platform familiarity is a plus.
- Experience owning or negotiating contracts with major financial institutions is preferred.
Responsibilities
- 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.
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