Director, IT SOX Compliance and Finance System Transformation

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

How you can make a difference

Reporting to: VP, Corporate Controller

HealthEquity's Controllership team sits at the heart of a publicly traded company, ensuring accurate, timely, and trusted financial reporting. This role plays a critical leadership position within that mission-bridging IT, Finance, and Audit to strengthen SOX compliance while modernizing and scaling our financial systems. This is a high-visibility role combining IT SOX leadership with financial systems oversight, including ownership of system enhancements and upgrades (NetSuite). You will operate as both a strategic partner and a hands-on leader-driving rigor where it matters and progress where it's needed. Success in this role means moving the organization from reactive to proactive: fewer surprises, stronger planning, tighter controls, and better partnerships across Finance, IT, and Audit.

Why this role matters

This role directly influences the integrity of HealthEquity's financial reporting and the scalability of its systems. You'll have visibility, autonomy, and the chance to shape how a public company balances compliance with modernization-while partnering closely with senior leaders across the organization.

What you'll be doing

IT SOX Compliance & Audit Partnership

• Serve as the primary liaison between IT, Finance, internal stakeholders, and external auditors for IT SOX matters
• Partner with IT process owners to design, document, and improve internal controls as systems and processes evolve
• Identify control gaps and deficiencies, drive timely remediation, and escalate risks appropriately
• Collaborate closely with the SOX Compliance Director to strengthen and evolve the SOX framework, particularly through periods of system transformation
• Ensure compliance with PCAOB standards, COSO framework, and public company reporting requirements
• Educate and influence control owners through clear communication, practical guidance, and strong relationships

Financial Systems & Transformation Leadership

• Oversee financial system enhancements and upgrades, with a primary focus on NetSuite
• You will work cross-functionally with the IT, database, identify access and management teams to ensure an efficient and effective control environment.
• Partner with Accounting and IT to eliminate manual work, optimize system capabilities, and enhance controls
• Lead project management efforts across system initiatives, including requirements gathering, UAT, go-live, and post-implementation support
• Translate accounting and compliance needs into scalable, well-designed system solutions
• Participate in strategic planning with ERP and IT teams to prioritize enhancements and manage dependencies

What you will need to be successful

• 11+ years of progressive experience, including prior Big Four accounting experience (required)
• Deep expertise in SOX, COSO framework, and PCAOB standards for publicly traded companies
• Proven experience designing controls that balance compliance and operational efficiency
• Strong project management skills with experience leading cross-functional initiatives
• Experience with NetSuite or comparable ERP systems in a public company environment
• Ability to operate independently, manage detail, and still see the big picture
• Strong executive communication skills, including presenting to senior leaders and SOX steering committees
• CISA certification required
• PMP and/or CPA are a plus, but not required

#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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