HealthEquity · 3 days ago
Senior Financial Analyst
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Financial ServicesHealth Care
Growth Opportunities
Insider Connection @HealthEquity
Responsibilities
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
Qualification
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Required
Bachelor’s degree in finance, economics, or related area
4+ years of work experience in a similar financial or analytical role
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 Excel and PowerPoint. The Ability to tell the financial story using charts, graphs, and other data visualization
Benefits
Medical, dental, and vision
HSA contribution and match
Dependent care FSA match
Uncapped paid time off
Adventure accounts
Paid parental leave
401(k) match
Personal and healthcare financial literacy programs
Ongoing education & tuition assistance
Gym and fitness reimbursement
Wellness program incentives
Company
HealthEquity
HealthEquity connects health and wealth by administering Health Savings Accounts (HSAs) and other consumer-directed benefits.
Funding
Current Stage
Public CompanyTotal Funding
$12.5M2014-02-13IPO· nasdaq:HQY
2011-09-09Private Equity· $12.5M
Leadership Team
Recent News
Investor's Business Daily
2024-06-04
2024-06-04
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