Program Manager, Financial Operations

About the Role: Forma is seeking a Program Manager, Financial Operations to oversee the operational backbone of member funds, including pre-tax contributions, investments, pre- and post-tax card programs, and member tax documentation. You will manage vendor relationships and ensure seamless fund flow through the platform.

You will be responsible for understanding how money moves through Forma’s systems, resolving issues before they impact members, and collaborating with banking operations and engineering teams to optimize processes.

You Will:

• Maintain financial plans and forecasts.
• Own end-to-end fund flow operations, including HSA contributions, pre- and post-tax card programs, and related tax documentation.
• Manage day-to-day operational relationships with financial infrastructure vendors, serving as the primary point of contact.
• Triage and resolve daily escalations related to fund flows, card operations, and vendor issues, coordinating with Engineering and Support.
• 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 cross-functional finance needs.

Preferred Skills:

• 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 details 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 is a plus.
• Comfort operating in a fast-moving environment with evolving processes and cross-functional dependencies.