HealthEquity · 16 hours ago

FP&A Mgr

Draper, UT

Full-time

Remote

Mid, Senior Level

$100K/yr - $160K/yr

6+ years exp

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Financial ServicesHealth Care

Growth Opportunities

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Responsibilities

Lead budgeting and forecasting processes for owned areas in close collaboration with the rest of Finance, Product, and other departments

Consolidates and prepares financial reporting (monthly/quarterly/annual)

Develops and maintains sophisticated driver-based models that identify trends and key business drivers and enhance the Company’s ability to predict future financial results

Assists in coordinating invoiced item codes through financial statement alignment

Helps provide views for future sold clients as well as impacts of recent and expected changes to existing clients' products and pricings and the impact to revenues of each product

Collaborates and regularly interacts with other departments and senior leaders to provide key financial analysis support

Contributes to the preparation of Management and board-level reporting packages and presentations

Contributes to the success of the FP&A team by providing leadership and mentorship to various members of the FP&A team

Builds a more scalable forecast model by leveraging technology

Ownership for story telling for consolidated revenue metrics for Company products

Resolves complex problems and performs postmortem analysis. What happened? Why did it happen? What does this mean going forward?

Qualification

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Financial forecastingFinancial modelingAccounting knowledgeFP&A systemsCPACMA

Required

A thorough knowledge and understanding of finance and accounting as normally obtained through the completion of a Bachelor’s Degree in Finance or Accounting.

Excellent technical knowledge of finance and accounting functional areas is required.

Scenario-based financial modeling.

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 team-oriented, inquisitive, and enjoys problem solving; strong work-ethic is a must.

6+ years prior work experience with a proven track record of success.

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 collaborate with, encourage and build mutual trust, respect, and cooperation across teams/departments is essential.