Finance Associate II

Pasig City, NCR, Philippines
Full Time
Mid Level

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 planning
  • Budgeting 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 expenditures
  • Cost 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 records
  • Investment 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 diligence
  • Financial 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 position
  • Cross-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 operations

Qualifications

  • Bachelor’s degree in Accountancy or equivalent field
  • Must be a Certified Public Accountant (CPA) or equivalent
  • At least 3 years of relevant experience in finance operations, accounting, or taxation
  • Tech-savvy and proficient with Microsoft Excel
  • Strong understanding of accounting principles and working tax regulations in the Philippines
  • High attention to detail and excited to learn new skills and tools
  • Knowledge 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 beyond
  • Comprehensive healthcare benefits (we practice what we preach!)
  • Career development and mentorship
  • Flexible working environment
  • Access to global tech and advisory support from Harvard, Stanford, and more
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