Dir IT SOX Compliance

Our mission is to SAVE AND IMPROVE LIVES BY EMPOWERING HEALTHCARE CONSUMERS. Come be part of remarkable.

How you can make a difference

The Controllership team is responsible for the accounting and reporting function at HealthEquity including financial accounting close, management of ERP and associated financial system as well as the SOX compliance and SEC reporting responsibilities. Reporting to the VP, Corporate Controller, this leader will oversee the IT SOX compliance function as well as the financial system enhancement function to enable both accurate and timely financial reporting with a focus in fostering a scalable accounting close and reporting process.

What you'll be doing

IT SOX Compliance

You will work closely with IT process owners to identify process improvement opportunities and to develop efficient internal controls, support process documentation and control design as the environment changes and partner with teams to address control gaps and deficiencies and drive for timely remediation.
• You will work cross-functionally with the IT, database, identify access and management teams to ensure an efficient and effective control environment.
• You will also work closely with the SOX Compliance Director to foster an effective SOX framework to support the company's system transformation.

• You will leverage strategic thinking, while driving efforts ensure IT SOX compliance. This is an opportunity to have visible impact on the organization, so it will require a high degree of integrity and excellent partnering skills.
• You are a leader, have strong experience with Sarbanes-Oxley, COSO framework, PCAOB requirements, external and internal auditors, be detail oriented, have strong technical and communication skills, and be hands-on. The position requires management capabilities to communicate with and educate process owners on internal controls, financial policies, and reporting requirements.

Financial System Transformation

• You are a leader guiding the accounting team to identify areas for improvement in terms of efficiency (eliminate manual work), optimization of system capabilities, opportunities for integration and identify areas for enhancing controls and procedures.
• You have a deep understanding of other systems that are used by accounting teams in performing their duties and the impact such systems have on accounting functions.
• You will guide your financial system team to gather business requirements and translate them into optimal ERP solutions.
• You will participate in strategic business planning with ERP IT teams to develop enhancement options addressing specific functional needs or issues.
• You will lead the accounting team throughout all phases of project lifecycles (planning, requirement gathering, UAT, go live)

What you will need to be successful

• Deep understanding, expertise and experience in PCAOB standards, SOX and COSO Framework
• Strong experience in designing control to strive for both compliance and efficiencies for publicly traded companies
• Project management skills and the ability to work independently and effectively within a team environment
• Strong work ethic and ability to adapt in a fast-paced organization
• 11+ years of progressive experience including prior Big Four accounting experience required. Financial system enhancement experience in publicly traded companies preferred.
• Strong leadership and communication skills, with the ability to influence executives and present to SOX Steering Committees.
• Certified Information System Auditor (CISA) required and other professional certifications preferred (Project Management Professional Professional (PMP) and CPA (Certified Public Accountant).

#LI-Remote

This is a remote position.

The actual compensation offer is determined based on job-related knowledge, education, skills, experience, and work location. This position will be eligible for performance-based incentives and restricted stock units as part of the total compensation package, in addition to a full range of benefits including:

• Medical, dental, and vision
• HSA contribution and match
• Dependent care FSA match
• Uncapped paid time off
• Paid parental leave
• 401(k) match
• Personal and healthcare financial literacy programs
• Ongoing education& tuition assistance
• Gym and fitness reimbursement
• Wellness program incentives

HealthEquity has a vision that by2030 we will make HSAs as wide-spread 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. Click here to learn more.

You belong at HealthEquity!

HealthEquity, 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. HealthEquity is a drug-free workplace. For more information about our EEO policy, or about HealthEquity's applicant disability accommodation, drug-free-workplace, background check, and E-Verify policies, please visit our Careers page.

HealthEquity uses Microsoft Copilot to transcribe screening interviews between candidates and their direct Talent Partner for note taking and interview summaries. By scheduling a screening interview with us, you consent to Microsoft Copilot's AI technology recording and transcribing your interview with your Talent Partner. This information will be reviewed for accuracy and then used by HealthEquity to summarize the interview, ensure accuracy, and facilitate our hiring process. We take privacy seriously. You have the option to opt out. If you wish to opt out of this Microsoft Copilot transcription, please notify your Talent Partner in advance of the interview. If we do not receive an opt-out request from you, we will assume that you consent to the use of Microsoft Copilot.

At HealthEquity, our goal is to save and improve lives by empowering healthcare consumers. This shared purpose inspires everything we do, including how we approach hiring. Our process is designed to get to know the real you: your skills, experiences, and potential to make a difference. We value honesty, originality, and the courage to do the right thing, even when it is not the easiest path. Showing up as your authentic self reflects these values and helps us build something truly remarkable together.

As AI is becoming a common tool throughout the application process, we want to be clear about its appropriate use at HealthEquity. Using AI to support resume writing, research, or interview preparation is perfectly acceptable, provided the content is accurate and genuinely represents your qualifications and skills. For other key parts of our interview process, however, it is important that the ideas, communication, and work you share reflect your own voice, experiences, and thinking. We ask that you participate in our live interviews and complete any assessments without AI assistance unless instructions explicitly indicate otherwise or a specific exception is discussed and approved in advance. This approach ensures fairness, celebrates your individuality, and allows your authentic perspective to shine. Behaviors that do not align with these guidelines may result in disqualification from the hiring process or termination of employment if later discovered. We appreciate your understanding and look forward to learning about the unique contributions only you can bring to HealthEquity.

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