Program Manager, Financial Operations

Job not on LinkedIn

🔥 9 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

📋 Program Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 10%

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Forma

WebsiteLinkedInAll Job Openings

51 - 200 employees

🏥 Healthcare

💼 Consulting

📦 Logistics

Healthcare • Consulting • Logistics

Forma is a life benefits platform that empowers modern companies to create and scale flexible, global benefits programs tailored to the diverse needs of employees. With a focus on workplace wellness and employee wellbeing, Forma simplifies program administration and vendor management for HR and finance teams. Employees can easily choose from a curated benefits marketplace, utilize flexible spending accounts, and benefit from ongoing support to optimize their experience.

📋 Description

• Maintain financial plans and forecasts • Own end-to-end fund flow operations for member funds, including HSA contributions, Forma's pre- and post-tax card programs, and related tax documentation • Manage the day-to-day operational relationship with Forma's financial infrastructure vendors, serving as the primary point of contact for each • Triage and resolve daily escalations related to fund flows, card operations, and vendor issues, coordinating with Engineering and Support as needed • Partner with banking operations to identify gaps and streamline day-to-day processes • Lead or support technical project management for vendor integrations, platform changes, and operational improvements • Monitor fund flow and vendor data to identify trends, risks, and process improvement opportunities • Support tax documentation processes and vendor coordination to ensure accurate, timely member tax forms • Provide member-level data and analysis to support invoicing and other cross-functional finance needs

🎯 Requirements

• 5+ years in operations, financial operations, or technical program/project management, ideally in fintech, HR tech, or benefits administration • Experience managing vendor or banking/financial infrastructure relationships, ideally including owning or negotiating contracts with major financial institutions (e.g., JPMC or similar) • Strong background in B2B invoicing and billing operations, including working knowledge of billing platforms • Strong data analytics skills — able to pull, interpret, and act on operational data • Experience with escalation management and cross-functional issue resolution in a technical or platform-driven environment • Excellent executive communication skills, with the ability to translate complex financial detail for non-finance stakeholders • Comfort working directly with engineering and technical teams on integrations and operational tooling • Familiarity with HSA administration, card programs, payments infrastructure, or banking-as-a-service platforms a plus • Comfort operating in a fast-moving environment with evolving processes and cross-functional dependencies

🏖️ 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 Parental Leave + 4 additional weeks for the Birthing Parent