A15 - FP&A Analyst (ED)

The Role As a Financial Analyst (Contractor) at Vitable Health, you’ll play a crucial role in our day-to-day finance operations, ensuring our finances run smoothly and transparently. You will be the point person for billing and financial processes from managing invoices and expenses to handling payment disputes – all aligned with U.S. business hours. You’ll report to our finance leadership (e.g. Finance Manager or CFO) and collaborate closely with teams like Customer Success and Operations to support Vitable’s mission through excellent financial stewardship. This role comes with a high degree of ownership: we’ll trust you to take charge of financial workflows, maintain productivity, and proactively improve processes to support our growing company. What You’ll Do ● Issue and follow up on customer invoices (e.g. to partner institutions like colleges or clinics), manage billing schedules, and set up payment plans or referral credits for clients to ensure on-time collections. ● Manage payment disputes: Monitor and resolve Stripe disputes and chargebacks, working with customers and our team to investigate issues and minimize revenue loss. ● Maintain financial records: Use QuickBooks and other tools to record transactions and perform regular cash audits. Ensure all payments, receipts, and adjustments (including broker commissions and refunds) are accurately logged and reconciled. ● Calculate and report on essential financial metrics such as burn rate, runway, Annual Recurring Revenue (ARR) (both company-wide and per customer), and other KPIs that inform leadership decisions. ● Process vendor bills and pay invoices and manage company expenses. This includes tracking travel and food expenses, setting spend limits on corporate cards, and booking travel using company credit points to optimize value. ● Serve as the coordinator for our finance/corporate email inbox, responding to vendor and customer inquiries, sending billing reminders, and ensuring urgent matters (like payment issues or budget requests) are addressed promptly. ● Work closely with the Customer Success and Finance teams at month-end to sync on billing records and financial data. You’ll verify that revenue numbers match between systems, assist with end-of-month close processes, and prepare reports for internal stakeholders. ● Proactively identify workflow issues or gaps in our finance processes. Propose and implement solutions whether it’s automating a spreadsheet, adjusting a process in QuickBooks, or creating a new report to improve efficiency, accuracy, and service quality in our finance operations. What We’re Looking For We’re searching for an analytical, reliable, and proactive professional who can excel in this finance role. Key qualifications include: ● Education: A Bachelor’s degree in Finance, Accounting, or a related field is preferred (or equivalent work experience). ● 3+ years of experience in finance, accounting, or bookkeeping. ● Prior work with QuickBooks is a must, and familiarity with Stripe (payments/disputes) and Ramp (or similar expense management tools) is highly preferred. ● Strong Excel/Google Sheets skills are required, you can build reports and handle large data sets with ease. ● Strong attention to detail. You’re meticulous and thorough. Whether it’s reconciling accounts to the last cent or double-checking an invoice, you catch discrepancies and ensure accuracy in all financial records. ● Excellent written and verbal English skills. You’ll be communicating with our U.S. team and sometimes directly with customers or vendors via email. ● A self-starter attitude with a strong sense of ownership over your work. You manage your tasks and time efficiently, meet deadlines consistently, and maintain high productivity with minimal supervision. When you spot a problem, you take initiative to solve it, and you always follow through on your responsibilities. ● Comfortable working in a fast-paced, startup environment. You can juggle multiple tasks and are flexible as priorities change. Experience in a startup or handling a broad range of duties is a plus. ● Trust is key in finance. We need someone who is honest, can handle sensitive financial information with confidentiality, and can be relied upon to consistently do what they say they will do. ● While your day-to-day is numbers, you know those numbers represent real healthcare for our members. We’re looking for someone who is excited to support Vitable’s mission of affordable, accessible care through diligent financial work. Every dollar you track helps make healthcare more accessible to those who need it. Schedule (Philippine Time) This is a full-time, remote contract position based in the Philippines, aligned with U.S. Eastern business hours. The regular schedule is: ● Monday to Friday, 9:00 AM-6:00 PM Eastern Standard Time, which is equivalent to 9:00 PM-6:00 AM Philippine Time (night shift in PH). ● This schedule corresponds to daytime working hours in the U.S. (Eastern Time), so you’ll be collaborating live with our U.S.-based team throughout your shift. Flexibility in occasionally adjusting hours is a plus (for example, during end-of-month close or if there are urgent tasks), but generally your work will follow the above consistent schedule.