HealthEquity · 3 days ago
Sr Financial Analyst
United States
Full-time
Remote
Mid, Senior Level
$76K/yr - $110K/yr
4+ years expHealthEquity is committed to saving and improving lives by empowering healthcare consumers. The Sr Financial Analyst will be responsible for creating the annual operating plan, leading monthly forecasts, and reporting on actuals and variances, playing a pivotal role in financial planning and analysis within the finance department.
Financial ServicesHealth CarePayments
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
Required
Bachelor's degree in finance, economics, or related area required
4+ years of work experience in a similar financial or analytical role at a Sr. level
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 NetSuite, Excel and PowerPoint
Ability to tell the financial story using charts, graphs, and other data visualization tools
Preferred
Stock compensation experience a plus
Benefits
Medical, d ental, and v ision
HSA contribution and match
Dependent c are FSA match
Uncapped p aid t ime o ff
Paid p arental l eave
401(k) match
Personal and healthcare financial literacy programs
Ongoing e ducation & t uition a ssistance
Gym and f itness r eimbursement
Wellness p rogram 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 (15)
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