Forma

Program Manager

• 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

Program Manager, Financial Operations

Implementation Specialist

• Own and lead end-to-end implementation of Forma for new customers, from post-sales onboarding through successful program launch
• Support upsell and expansion initiatives for existing clients
• Act as the primary liaison between customers and internal teams
• Collaborate with stakeholders in HR Benefits, Payroll, HRIS, IT, and Finance
• Conduct needs assessments and define implementation project scope
• Translate business requirements into clear, actionable project specifications
• Develop, manage, and maintain project plans, timelines, milestones, agendas, and client-facing training materials
• Track project progress and deliverables throughout the implementation lifecycle
• Identify risks and manage deviations to keep initiatives on schedule and within scope
• Advocate for client needs and feedback within Forma
• Ensure cross-functional alignment with Product, Engineering, Support, and Customer Success teams

Program Manager, Financial Operations

Customer Implementation Manager