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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial operations and vendor management, with a strong focus on data analytics and process improvement. Proven ability to lead technical project management initiatives and communicate effectively with cross-functional teams.
Highest-signal resume keywords
Financial Operations ManagementVendor Relationship ManagementData AnalyticsTechnical Project ManagementB2B Invoicing
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningForecastingEscalation ManagementOperational Data AnalysisBilling Operations
Soft Skills
Executive CommunicationCross-Functional CollaborationProblem Solving
Tools & Technologies
Billing PlatformsHSA AdministrationPayments Infrastructure
Industry Keywords
FintechHR TechBenefits AdministrationBanking-as-a-Service
About the role
Key responsibilities & impact- 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
What you’ll need- 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
Comp & perks- 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