Program Manager, Financial Operations

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee and maintain financial plans and forecasts.

• Manage the complete fund flow operations for member funds, which includes handling HSA contributions, Forma's pre- and post-tax card initiatives, and associated tax documentation.

• Coordinate daily operational interactions with Forma's financial infrastructure vendors, acting as the main point of contact for each.

• Address and resolve daily escalations concerning fund flows, card operations, and vendor-related issues, collaborating with Engineering and Support teams as necessary.

• Work alongside banking operations to pinpoint gaps and enhance daily processes.

• Take the lead or provide support in technical project management for vendor integrations, platform modifications, and operational enhancements.

• Analyze fund flow and vendor data to uncover trends, risks, and opportunities for process improvements.

• Assist in tax documentation processes and vendor coordination to ensure the timely and accurate provision of member tax forms.

• Deliver member-level data and analysis to assist with invoicing and other finance-related cross-functional requirements.

⛳️ Requirements

• Minimum of 5 years in operations, financial operations, or technical program/project management, preferably within fintech, HR tech, or benefits administration.

• Proven experience in managing vendor or banking/financial infrastructure relationships, ideally including the ownership or negotiation of contracts with major financial institutions (e.g., JPMC or similar).

• Strong expertise in B2B invoicing and billing operations, with a working knowledge of billing platforms.

• Excellent data analytics capabilities — proficient in extracting, interpreting, and leveraging operational data.

• Experience in escalation management and cross-functional issue resolution within a technical or platform-centric environment.

• Outstanding executive communication skills, with the ability to convey complex financial details to non-finance stakeholders.

• Comfortable collaborating directly with engineering and technical teams on integrations and operational tools.

• Familiarity with HSA administration, card programs, payments infrastructure, or banking-as-a-service platforms is advantageous.

• Ability to thrive in a dynamic environment with evolving processes and interdependencies across functions.

🏝️ Benefits

• Remote-first working environment.

• Medical, dental, and vision insurance plans.

• Employee wellness program.

• One-time home office stipend.

• 401(k) savings plan.

• Flexible PTO policy.

• 12 weeks of Parental Leave plus an additional 4 weeks for the Birthing Parent.