Sr. Finance Manager

Job Locations US-MA-Waltham
Accounting & Finance
Regular Full-Time




First, we invite you to take a pause.  You just took the first step on a potential new career path and that should be celebrated. 


Second, it is important to us that you know at Alegeus we are intentional about cultivating a diverse and inclusive culture. We challenge one another to recognize biases, honor our identities and celebrate our differences – these values enrich our workplace and drive our business forward. We recognize that our bold vision of transforming the healthcare industry requires the perspectives, experiences, talents, skills and passions of a diverse population. We believe that if our consumers come from all walks of life, so should we.

Alegeus is dedicated to promoting fairness and equality across all identities and our Inclusive Innovation committee holds us true to our commitment. Apply with confidence that you are joining an organization – a family – that is steadfast in making a difference.


Finally, if you are interested in any of the bullet points below – just apply! We don’t expect our applicants to be a cookie-cutter match to the job descriptions we post, and we certainly don’t expect you to know everything. We would much prefer driven individuals who are willing to learn than someone with 100 years of experience, but no passion for what they do. We know potential when we see it. So, take a chance and roll the dice; you might just find yourself landing your dream job.




If you are interested in disrupting the healthcare market, and have the passion and competence to do so, this is your organization.  We encourage you to lean in and read on.


Alegeus is the market leader in consumer directed healthcare solutions, offering the industry’s most comprehensive platform for the administration of healthcare benefit accounts, the industry’s most widely-used benefit debit card, and powerful engagement solutions to help consumers maximize savings and optimize spending for their healthcare.  Over 300 clients – including health insurance plans, third party administrators and financial institutions – leverage Alegeus’ deep expertise and proven technology to administer benefit accounts for more than 29 million members and process more than $8.9 billion in consumer healthcare payments annually.  As the healthcare and benefit markets continue to evolve, Alegeus delivers solutions that enable clients to evolve their service offerings, operate their businesses more efficiently, and focus on their customers. 


Alegeus is part of the Vista Equity Partners portfolio of companies, working in partnership with the market-leading technology investment firm to reinvent the consumer directed healthcare marketplace.  Our talented associates benefit from this partnership through increased capital for strategic investments, access to exceptional toolkits, best practices and resources for success, and strong cultural and value alignment focused on talent development and growth. 


Alegeus seeks a Sr. Finance Manager to join our dedicated, passionate team of professionals.  The Sr. Finance Manager will report to the Sr. Director, Finance and be responsible for helping our company succeed by:



Reporting to the head of FP&A, the Sr. Finance Manager will partner with our Chief Operating Officer and the Operations business unit. This role is responsible for all finance aspects related to a multi-disciplinary operations organization including customer success, professional services, banking operations, member solutions, financial operations, and process innovation. The role includes overall business financial responsibilities such as modeling, budget planning, forecasting, performance analysis, purchasing, pricing, ROI and project profitability reviews as well as many other mission-critical activities.


This specific BP role will support and oversee a material portion of the Alegeus organization and grants the opportunity to evolve financial discipline and ROI driven decision making. This role is strategic to both our finance and operations functions as driving value creation and transformation is an imperative priority.



OUTCOMES (the “What”)

Create a strong partnership with business owner(s) and become the single trusted point of contact.

  • Provide accurate and timely financial reporting of monthly results and analysis of key variances, business drivers, metrics, and trends.
  • Perform deep dive variance analysis on various spend areas and collaboratively work with the global accounting team to research issues and ensure proper expense recognition.
  • Meet regularly with business to ensure the financial picture is complete.
  • Perform ad-hoc financial analyses/reports and provide analytical support as needed.
  • Become the subject matter expert.


Drive the bottoms-up development of the annual budgets, monthly forecasts and Outlooks, resource planning analysis, and monthly forecast updates.

  • Guide the business through translating what has happened historically to accurately predict what will materialize moving forward.
  • Support the overall business finance forecast and analysis operation by learning the underlying systems and tools used across the finance organization.
  • Consistently measure strategic investment areas in adherence with annual planning commitments.
  • Complete business case support and ROI analysis for strategic investments.

Support Finance’s mission of providing high-quality analytic support, continuously enhancing financial performance measurement and driving optimal business results.

  • Conduct daily reviews of leading indicators and KPIs for your business to identify, track and report on risks and opportunities.
  • Resolve issues and/or inefficiencies in process by probing and looking beyond symptoms to determine underlying causes to problems and issues.
  • Ability to prioritize work deliverables and effectively to deliver accurate results in a timely manner.
  • Demonstrate a high level of curiosity in financial analysis to identify opportunities to drive better results.


VALUES (the “How”)

At Alegeus, equally important to the “What” (the individual performance goals that each employee commits to in support of the company’s overall success) is the “How” (the framework of principles that guide how we work together to drive our business forward).  Overall performance success will also take into account individual delivery on our corporate values:


  • Care personally. We connect personally to our "why" - are passionate and purposeful
  • Put the end-user first. When we put the end user first, we believe the rest falls into place
  • Consistently challenges the status quo. We believe that the best solutions haven’t been discovered yet
  • Practice the art of inspection. We will turn over every stone to gain deeper insight to guide our actions
  • Solve the real problem. We will constantly orient on the true issue at hand and accurately and fully address




  • The desired candidate should have experience directly related to FP&A preferably in SaaS.
  • The desired candidate should have demonstrated initiative and meaningful execution in past roles.
  • The candidate should be comfortable and confident with financial analysis, are able to make meaningful relationships with stakeholders, pay attention to the details and be efficient with work.
  • BS in Finance, Accounting or Economics
  • Prefer 8-12 years’ experience in a finance/business partnering role


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