HealthEquity · 7 hours ago
Financial Analyst
United States
Full-time
Remote
Entry, Mid Level
$25/hr - $31.25/hr
2+ years expHealthEquity is dedicated to saving and improving lives by empowering healthcare consumers. The Financial Analyst will perform key finance processes, including preparing and analyzing monthly forecasts and budgetary functions, while reporting to the Manager or Director of FP&A.
Financial ServicesHealth CarePayments
Responsibilities
Administers weekly and monthly financial reporting duties
Prepares actual versus budget comparisons for assigned departments, including forecast creation and execution
Interacts with and reviews budget requests, forecasts, and other related reports with corporate budget owners
Research and analyze variances and explain results
Assists in the development and maintenance of financial reporting and analysis processes and workflows
Manage financial efficiency related projects as needed
Qualification
Required
Bachelor's degree in finance, accounting, economics, or related area
2+ years of work experience in a similar financial or analytical role
Developed knowledge of accounting principles such as accrual-based accounting
Good organizational, analytical and project management skills
Highly motivated and committed to driving continual improvement
Must demonstrate sound judgment and reasoning skills
Strong interpersonal skills to collaborate with the broader organization
Strong PC skills including MS Word, Excel, and PowerPoint required
Preferred
Experience with NetSuite ERP & Netsuite Planning & Budgeting
Benefits
Medical, dental, and vision
HSA contribution and match
Dependent care FSA match
Full-time team members receive a minimum of 18 days of annual PTO and 13 paid holidays per year
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.
1001-5000 employees
H1B Sponsorship
HealthEquity has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (8)
2023 (31)
2022 (3)
2021 (1)
2020 (2)
Funding
Current Stage
Public CompanyTotal Funding
$12.5M2014-07-31IPO
2011-09-09Private Equity· $12.5M
Leadership Team
James Lucania
Chief Financial Officer
Garett Kitch
Senior Vice President, Client Sales & Relationship Management
Recent News
2025-12-18
2025-12-04
2025-12-04
Company data provided by crunchbase