Role Overview
Forma is looking for a Program Manager, Financial Operations to own the operational backbone of how member funds move through our platform — pre-tax contributions and investments, our pre- and post-tax card programs, and member tax documentation — and to manage the vendor relationships that power that infrastructure.
What You Will Do
Maintain financial plans and forecasts, own end-to-end fund flow operations for member funds, manage vendor relationships, triage and resolve daily escalations, partner with banking operations, lead technical project management, monitor fund flow and vendor data, and support tax documentation processes.
Why It Might Be a Fit
The ideal candidate will have 5+ years of experience in operations, financial operations, or technical program/project management, with a strong background in B2B invoicing and billing operations, data analytics, and escalation management.
Requirements
- 5+ years in operations, financial operations, or technical program/project management
- Experience managing vendor or banking/financial infrastructure relationships
- Strong background in B2B invoicing and billing operations
- Strong data analytics skills
- Experience with escalation management and cross-functional issue resolution
- Excellent executive communication skills
- Comfort working directly with engineering and technical teams
- Familiarity with HSA administration, card programs, payments infrastructure, or banking-as-a-service platforms
Benefits
- 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
To apply for this job please visit jobs.ashbyhq.com.
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