Financial Analyst

Financial Analyst

Job Location:

US-Remote

Hourly/Non‑exempt. Not hiring hourly roles in Alaska, California, Hawaii, Nevada, New Jersey, New York, Oregon & Rhode Island.

The Financial Analyst is responsible for performing key finance processes such as preparing and analyzing monthly forecast projections and budgetary functions. This role typically reports to the Manager or Director of FP&A.

• Administers weekly and monthly financial reporting duties
• Prepares actual versus budget comparisons for assigned departments, including forecast creation and execution
• Interacts with and reviews budget requests, forecasts, and other related reports with corporate budget owners
• Researches and analyzes variances and explains results
• Assists in the development and maintenance of financial reporting and analysis processes and workflows
• Manages financial efficiency related projects as needed

• Bachelor’s degree in finance, accounting, economics, or related area
• 2+ years of work experience in a similar financial or analytical role
• Developed knowledge of accounting principles such as accrual‑based accounting
• Good organizational, analytical and project management skills
• Highly motivated and committed to driving continual improvement
• Must demonstrate sound judgment and reasoning skills
• Strong interpersonal skills to collaborate with the broader organization
• Strong PC skills including MS Word, Excel, and PowerPoint required
• Experience with Net Suite ERP & Netsuite Planning & Budgeting preferred

$25.00 To $31.25 / hour

• Medical, dental, and vision
• HSA contribution and match
• Dependent Care FSA match
• Full‑time team members receive a minimum of 18 days of annual PTO and 13 paid holidays per year
• Paid parental leave
• 401(k) match
• Personal and healthcare financial literacy programs
• Ongoing education & tuition assistance
• Gym and fitness reimbursement
• Wellness program incentives

Health Equity has a vision that by 2030 we will make HSAs as widespread and popular as retirement accounts. We are passionate about providing a solution that allows American families to connect health and wealth. Join us and discover a work experience where the person is valued more than the position.

You belong at Health Equity!

Health Equity, Inc. is an equal opportunity employer, and we are committed to being an employer where no matter your background or identity—you feel welcome and included. We ensure equal opportunity for all applicants and employees without regard to race, age, color, religion, sex, sexual orientation, gender identity, national origin, status as a qualified individual with a disability, veteran status, or other legally protected characteristics.

Health Equity is a drug‑free workplace. For more information about our EEO policy, please visit our Careers page.