HealthEquity · 2 weeks ago
Director, IT SOX Compliance and Finance System Transformation
United States
Full-time
Remote
Senior Level, Lead/Staff
$138K/yr - $192K/yr
11+ years expHealthEquity is dedicated to empowering healthcare consumers and improving lives. The Director of IT SOX Compliance and Finance System Transformation will lead efforts to strengthen SOX compliance while modernizing financial systems, acting as a strategic partner across IT, Finance, and Audit.
Financial ServicesHealth CarePayments
Responsibilities
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
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
Qualification
Required
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
Preferred
PMP and/or CPA are a plus, but not required
Benefits
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
Company
HealthEquity
HealthEquity connects health and wealth by administering Health Savings Accounts (HSAs) and other consumer-directed benefits.
1001-5000 employees
H1B Sponsorship
HealthEquity has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (15)
2024 (8)
2023 (31)
2022 (3)
2021 (1)
2020 (2)
Funding
Current Stage
Public CompanyTotal Funding
$12.5M2014-07-31IPO
2011-09-09Private Equity· $12.5M
Leadership Team
James Lucania
Chief Financial Officer
Garett Kitch
Senior Vice President, Client Sales & Relationship Management
Recent News
2025-12-18
2025-12-04
2025-12-04
Company data provided by crunchbase