Program Manager, Financial Operations

📋 Description

• Maintain financial plans and forecasts
• Own end-to-end fund flow operations for member funds, including HSA contributions, Forma's pre- and
• Manage the day-to-day operational relationship with Forma's financial infrastructure vendors
• Triage and resolve daily escalations related to fund flows, card operations, and vendor issues
• 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

🎯 Requirements

• 5+ years in operations, financial operations, or technical program/project management, ideally in
• Experience managing vendor or banking/financial infrastructure relationships, ideally including
• Strong background in B2B invoicing and billing operations, including working knowledge of billing
• 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
• Excellent executive communication skills, with the ability to translate complex financial detail

🎁 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