About Us We are on a mission to provide the best-in-class health plans for small-medium businesses (SMBs) in the Philippines. We offer comprehensive, hassle-free digital health insurance plans through our all-in-one platform. Founded at Harvard and Stanford and backed by top global investors such as Y Combinator, this award-winning startup is revolutionizing access to quality, affordable healthcare for millions of Filipinos, one SMB at a time.
About the Role As a Finance Associate, you will be a technical analyst enabling the company's strategic objectives focusing on special projects, reporting, and analysis functions. This role involves close collaboration with leads, other finance teams, and data and product teams to continuously improve the company's financial state. You are an individual contributor deeply involved in the company's direction, specializing in analysis and strategy.
Responsibilities Financial Analysis and Forecasting
Assist in creating financial forecasts, including projections for revenue, expenses, and cash flow
Analyze financial trends and data to support strategic decision-making and long-term planningBudgeting and Planning
Collaborate with departments to track and manage budgets, ensuring alignment with financial objectives
Help prepare annual budgets and perform variance analysis to monitor and control expendituresCost Management and Efficiency
Monitor and analyze departmental spending to ensure cost-efficiency and adherence to budgets
Identify opportunities for cost-savings and recommend improvements to enhance financial performance
Process business transactions, and verify financial data for use in maintaining accounts payable recordsInvestment and Cash Flow Management
Support cash flow management and liquidity planning, advising on optimal fund allocation
Assist in evaluating investment opportunities and performing financial due diligenceFinancial Reporting and Support
Contribute to the preparation of management reports focusing on financial performance and strategic insights
Provide data for financial reviews and support senior finance leadership in decision-making
Prepare and file tax returns, ensuring compliance with local tax laws and regulations
Assist in tax planning and forecasting to optimize the company's tax positionCross-Functional Collaboration
Work with internal teams to provide financial insights and support cross-functional projects related to financial strategy
Other roles that may be required to support operationsQualifications Bachelor's degree in Accountancy or equivalent fieldMust be a Certified Public Accountant (CPA) or equivalentAt least 3 years of relevant experience in finance operations, accounting, or taxationTech-savvy and proficient with Microsoft ExcelStrong understanding of accounting principles and working tax regulations in the PhilippinesHigh attention to detail and excited to learn new skills and toolsKnowledge of and experience in Health Maintenance Organizations (HMOs), healthcare, insurance, or financial services industry, is a plus!Benefits & Perks Be part of a founding team that is transforming healthcare in the Philippines and beyondComprehensive healthcare benefits (we practice what we preach!)Career development and mentorshipFlexible working environmentAccess to global tech and advisory support from Harvard, Stanford, and more
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