A LITTLE BIT ABOUT Boldr

• Boldr is the first global B-Corp dedicated to delivering world-class Client experiences while creating access to dignified, meaningful work in communities around the world.
• We are a global team, united by our desire to connect diverse people with common values for boldr impact. 
• We employ just over a thousand team members across five countries and we want to employ over 5,000 people by 2027, if not sooner.

LET’S START WITH OUR VALUES

• Meaningful connections start with AUTHENTICITY
• We do our best work by being CURIOUS
• We grow by remaining DYNAMIC
• Our success combines AMBITIOUS VISION with OPERATIONAL EXCELLENCE 
• At the heart of great partnerships we’ll always find EMPATHY

WHAT IS YOUR ROLE

We are seeking an entry-level Insurance Verification Agent to work closely with our Insurance Billing team. This role primarily involves contacting insurance companies via phone to obtain essential benefits information for our Users.

WHY DO WE WANT YOU

We are currently looking for impact-driven individuals who are passionate in helping Boldr grow and achieve our Purpose. We expect our Team to become our ultimate partners to success by always giving their 110% in everything, sharing their talents and quirks, and championing our core values: Curious, Dynamic and Authentic.

WHAT WILL YOU DO

• Work closely with our Insurance Billing team and our customer support team.
• Contact insurance companies exclusively through phone calls to verify patient insurance coverage and benefits.
• Collect and accurately record information related to insurance coverage, co-pays, and deductibles.
• Update patient accounts with verified insurance information to ensure proper billing and processing of their order.
• Communicate with insurance agents.
• Validate if the patient's needed service, can be serviced or not.
• Tag tickets.
• Tag orders in the system.

WHAT WE’LL LIKE ABOUT YOU

 YOU ARE…

• Curious and authentic, just like us! #beboldr 

• An analytical and critical thinker, with an eye for even the most minute of details
• Passionate about client satisfaction

YOU HAVE…

• Strong English communication skills, both verbal and written.
• Excellent attention to detail and ability to collect accurate information.
• Availability to work daytime hours in either PST or EST, Monday to Friday.
• Proficient in phone-based communication.
• Basic computer skills and data entry proficiency.
• Prior insurance or DME experience is a plus, but not mandatory.
• Commitment to patient confidentiality and adherence to HIPAA guidelines.

Salary + Benefits

About Igloo 

Igloo (formerly Axinan) is the first full-stack insurtech firm to emerge from Singapore. With offices across Singapore, Indonesia, Thailand, the Philippines, Vietnam, Malaysia, China and India, Igloo is fueled by a mission of making insurance accessible and affordable for all. Igloo’s innovation solutions empower companies to eliminate operational risk, drive new revenue streams and optimize and enhance their existing products and services. With a successful Pre-Series C fund round of US$36 million in Dec 2023, Igloo has now raised over US$100 million. The leading regional insurtech firm looks to expand regionally with strategic acquisitions and hiring great talent. 

As a passionate team building meaningful solutions to make an impact, we are looking for like-minded individuals to join us at Igloo. At our core, we prioritize teamwork and foster a culture built on strong collaboration and we are looking for talented people like you.

About the role 

We are seeking an experienced Claims Specialist with a strong focus on Accuracy reporting and Client Management to join our dynamic team. As a Claims Specialist you will be working with the Brokerage Team and play a crucial role in providing reliable services to our partners and clients reinforcing Igloo's position as a leader in the insurtech industry and advancing our mission of making insurance accessible and affordable across diverse markets.

Job Responsibilities 

• Facilitate the swift and accurate processing of insurance claims, keeping clients' best interests in mind.
• Maintain detailed knowledge of our insurance products, applied claims procedures, and regulatory compliance matters.
•  Proactively manage relationships with clients, maintaining high standards of customer service to ensure client satisfaction and retention.
• Assess, validate, and negotiate claims on behalf of clients to ensure fair, prompt, and accurate settlement.
• Communicate effectively with all parties involved in the claim process, including clients, insurers, loss adjusters, solicitors, and other third parties.
• Leverage insurance expertise to provide clients with insights and guidance on claims procedures, potential payouts, and policy details.
• Maintain accurate records of all communication, ensuring all claim documentation is kept up-to-date and complies with policy conditions and legal requirements.
• Participate and assist in preparing for client meetings and reviews related to claims management.
• Keep abreast of industry developments, remaining informed of any changes to insurance regulations and best practices.

• Bachelor's degree or equivalent practical experience preferably from Accounting, Finance, or Business fields 
• 2 to 3 years of experience claims handling roles within an insurance environment.
• Prior experience working in a high-growth environment, ideally with a mix of experience in MNCs and start ups
• Critical thinking skills and growth mindset
• A self-starter with hands-on experience
• In-depth knowledge of insurance policies and claims handling processes.
• Excellent communication, negotiation, and relationship management skills.
• Proven ability to provide superb customer service under pressure while managing multiple tasks.
• Proficient in common computer applications, including Microsoft Office Suite.
• An insurance-related degree or professional certification is a plus.
• It's preferred, but not a strong necessity, to have a background in law or a similar field.

• Comprehensive Health Coverage: HMO coverage starting Day 1, with free coverage for up to 2 dependents.
• Financial Rewards: 13th-month pay to ensure fair and rewarding compensation.
• Career Growth Opportunities: Annual performance appraisal to recognize achievements and support professional development.
• Inclusive Work Environment: Be part of a dynamic team committed to innovation and collaboration.
• Leave Benefits: Competitive leave policies to support work-life balance.
• Continuous Learning: Opportunities to enhance skills through training and development programs.

WHAT IS YOUR ROLE

We are seeking an entry-level Insurance Verification Agent to work closely with our Insurance Billing team. This role primarily involves contacting insurance companies via phone to obtain essential benefits information for our Users.

WHAT WILL YOU DO

• Work closely with our Insurance Billing team and our customer support team.
• Contact insurance companies exclusively through phone calls to verify patient insurance coverage and benefits.
• Collect and accurately record information related to insurance coverage, co-pays, and deductibles.
• Update patient accounts with verified insurance information to ensure proper billing and processing of their order.
• Communicate with insurance agents.
• Validate if the patient's needed service, can be serviced or not.
• Tag tickets.
• Tag orders in the system.

YOU HAVE…

• Strong English communication skills, both verbal and written.
• Excellent attention to detail and ability to collect accurate information.
• Availability to work daytime hours in either PST or EST, Monday to Friday.
• Proficient in phone-based communication.
• Basic computer skills and data entry proficiency.
• Prior insurance or DME experience is a plus, but not mandatory.
• Commitment to patient confidentiality and adherence to HIPAA guidelines.

• Private Health Insurance
• Paid Time Off
• Work From Home
• Training & Development
• Health Insurance
• Training & Development
• HMO on-day-one
• Paid Bereavement & Family Leave
• Maternity Leave
• Paternity Leave
• Paid Holidays
• Paid Vacation Leave
• Paid Sick Leave
• Solo/Single Parent Leave
• Special Leave Benefits for Women
• Mental Health Support

About Octal Philippines Inc.:
We are looking for an experienced IT Manager with expertise in the banking industry to join our dedicated team.

The IT Manager will oversee the technology infrastructures and operations, ensuring they are well-aligned with the objectives of the banking industry. This role involves managing IT strategies, operations, budget allocations, and communication to ensure our technology supports our banking solutions effectively.

• Bachelor’s degree in Computer Science, Information Technology, or a related field.

• Minimum of 7 years of experience in IT management, specifically within the banking or financial services sector.

• Proven experience in managing IT infrastructure, networking, and security frameworks relevant to banking.

• Strong knowledge of banking applications, compliance requirements, and best practices in data security.

• Excellent leadership and team management skills, with a focus on mentoring and developing technology professionals.

• Strong verbal and written communication skills, with the ability to interact effectively with stakeholders at all levels.

• Proficiency in project management methodologies and experience in implementing banking technology projects.

• Ability to analyze complex business processes and recommend innovative solutions.

• Self-motivated, detail-oriented, and capable of working independently in a fast-paced environment.

• Allowances
• Health Insurance,
• Hospitalization Insurance

Position Overview:
A Car Insurance Customer Service Representative (CSR) is responsible for providing exceptional service to customers by addressing their inquiries, resolving issues, and assisting with car insurance policies. This role involves interacting with clients via phone, email, or chat, maintaining accurate records, and ensuring customer satisfaction.

Key Responsibilities:

1. Customer Support:
• Handle inbound and outbound calls to address customer inquiries regarding car insurance policies, coverage options, claims, and billing.
• Assist customers with policy changes, renewals, cancellations, and endorsements.
• Provide accurate information about car insurance products and services.
2. Claims Assistance:
• Guide customers through the claims process, ensuring they understand the required steps and documentation.
• Collaborate with claims adjusters and other team members to expedite claim resolution.
3. Policy Management:
• Process new policy applications, verify customer information, and issue insurance documents.
• Update customer accounts with accurate information, including address changes and payment details.
4. Problem Resolution:
• Address and resolve customer complaints or disputes effectively and efficiently.
• Escalate complex issues to supervisors or relevant departments when necessary.
5. Sales Support:
• Provide quotes for car insurance policies and offer cross-sell or up-sell opportunities.
• Explain discounts and savings options to customers.
6. Compliance:
• Ensure adherence to company policies, industry regulations, and state laws regarding car insurance.
• Maintain confidentiality and security of customer information.

Previous experience in customer service or the insurance industry preferred.

Excellent verbal and written communication skills.

Strong problem-solving abilities and attention to detail.

Qty : 3

Work Setup and Location: On-Site, Arayat st., Mandaluyong, Metro Manila

Work Schedule: Morning or Mid-Shift, Monday-Friday (8-hour shift only)

Experience Level: 3-5 years

No. of employees required: 3

About the Role:

We are seeking a detail-oriented IT Analyst (Project Finance) to join our team. This role focuses on managing financial aspects of IT projects, including budgeting, forecasting, and cost tracking. You will work closely with project managers, finance teams, and stakeholders to ensure accurate financial planning, reporting, and control throughout the project lifecycle.

Key Responsibilities:

Financial Planning and Budgeting

• Assist in preparing project budgets, ensuring alignment with organizational goals and available resources.
• Develop financial models to support project decision-making and resource allocation.
• Monitor budget performance, highlighting variances and providing actionable insights.

Cost Tracking and Reporting

• Track project expenditures, ensuring they remain within approved budgets.
• Prepare regular financial reports, dashboards, and forecasts for stakeholders.
• Ensure accurate allocation of costs to specific projects and programs.

Risk Management and Compliance

• Identify and mitigate financial risks associated with IT projects.
• Ensure compliance with financial policies, regulations, and standards.
• Support audits and financial reviews related to IT projects.

Collaboration and Stakeholder Engagement

• Work with project managers to understand financial needs and constraints.
• Partner with finance teams to align project financials with overall business objectives.
• Provide financial insights to stakeholders to support project planning and prioritization.

Process Improvement

• Identify opportunities to enhance financial management processes for IT projects.
• Support the implementation of tools and systems to improve cost tracking and reporting.

Qualifications and Skills:

• Education: Bachelor’s degree in Finance, Accounting, Information Technology, or a related field.
• Experience:
• 3-5 years of experience in project finance, IT finance, or a related role.
• Familiarity with financial systems and software (e.g., SAP, Oracle Financials).
• Technical Skills:
• Strong analytical and financial modeling skills.
• Proficiency in tools such as Excel, Power BI, and project management software.
• Basic knowledge of IT project methodologies (e.g., Agile, Waterfall).
• Soft Skills:
• Excellent communication and presentation skills.
• Strong problem-solving and critical-thinking abilities.
• Ability to work collaboratively with cross-functional teams.
• Certifications (preferred):
• Certified Management Accountant (CMA).
• Project Management Professional (PMP).
• ITIL Foundation Certification.

We are seeking a highly skilled NetSuite Developer with strong coding and scripting abilities to join our finance systems team. This role involves the development, configuration, and support of our NetSuite ERP, including designing custom scripts, automations, and integrations to improve the system’s functionality for finance operations. The ideal candidate will work closely with the accounting, finance operations, and FP&A teams to provide technical expertise and support across multiple time zones. This position reports to the Finance Systems Team Lead.

Key Responsibilities:

• Develop and customize NetSuite scripts, workflows, and integrations to meet business needs.
• Provide technical support for NetSuite users, troubleshooting issues, and responding to user queries via Jira and email.
• Design and implement custom fields, records, and forms within NetSuite.
• Create and maintain saved searches, reports, and dashboards to enhance data visibility for end users.
• Automate key finance and accounting processes within NetSuite, streamlining workflows.
• Collaborate with finance and IT teams to integrate third-party systems and applications with NetSuite.
• Support system upgrades and implementations, including testing and debugging.
• Train and mentor end users on new features, functions, and system customizations.
• Document system customizations, technical processes, and best practices.
• Support special projects related to system enhancements, integrations, and process improvements.

As our Finance Leader for Philippines, you will be working closely with the management, in

charge of all aspects of financial management including corporate accounting, regulatory

compliance, financial & management reporting, budget and forecasts preparation, taxation, cash

flow management, internal controls as well as producing useful analytics, reports and insights

for operational & strategic business decisions.

Key Responsibilities

 Form close & trusting relationships with the management team and various functional

leads to monitor and assess financial results, identify areas of growth potential and

operating efficiency

 Drive & lead the financial planning & budgeting process, short term to long term plans

and Forecast

 Carry out Performance Analysis, Variance Analysis and Reporting

 Analyze and recommend process improvements

 Ensure accuracy and timeliness of various financial and management reporting and

analyses

 Responsible for full statutory & regulatory compliance

 Review contracts/RFPs/ Pitches for commercial/Financial clauses

 Carry out analyses and provide insights to facilitate business decision making and

effective business management

 Monitor Project Profitability and highlight variances with recommended actions

 Responsible for Cash flow management, ensure billing and collections and maintain

healthy cash flow position of the company

 Prepare & present business and finance related insights and information in leadership

meetings

 Drive change and implementation in systems & processes

 Lead, Delegate and develop the finance team

 Responsible for financial related initiatives and change management

Bachelor Degree, and Professional Accountancy Qualification – CA, CPA, ACCA,

 Minimum 10+ years of commercial, Business and finance controlling experience

 Possess strong knowledge of national and international accounting standards, national

statutory compliance requirements, national taxes and project accounting

 Experience working on an ERP system or SAP will be an added advantage.

 Self-Initiative, with high level of integrity

 Able to understand the business and be a finance advisor to the business leaders

 An effective, assertive business partner and a good team player.

 Able to pay attention to details yet maintaining broad perspective view of business

 A multi-tasker under a fast-paced environment.

 Excellent communication skills

For more details, please visit our website www.spacematrix.com

This is an opportunity to be based in our office in Manila but working closely with the Singapore team

• 1st level check to job opening requests / PO requests (to follow checklist)
• Review Billing Draft in compliance to job completion, take-up and correcting documentation and supportings where necessary. Troubleshoot billing draft errors with India team and local office team, ensure billing reaches Client and upload to client system where applicable
• Generate wip report, disseminate to stake holders cc SG team
• Where applicable, completeness check to Client POs vs Client invoice to ensure completeness
• Prepare job by job reconciliation to ensure no cost overruns, safeguard agency revenue
• Housekeeping of all billing drafts, instructions, proof of work
• Review AR overdues with PH Credit Control, cc SG team
• Recoverable Amex recharges with PM and Jiaxin
• Print, prepare and consolidate production spend report
• All pass through billings and IC POs for inter-company pass through billings on behalf to clients  (self-help to CEs creation and IPOs)

Assignment: Night Shift

We are looking for a dynamic and engaging Senior Accountant for an opportunity to join an industry-leading Property & Casualty insurance carrier focused on partnering with Reinsurers, MGAs/Program Administrators, and Insurtechs.

We provide access to commercial and personal lines utilizing our admitted and non-admitted capabilities across all 50 states. You would join a deeply experienced and broadly talented operating team where your experience and drive will become instrumental in further growing our business.

In addition to the day-to-day coordination of activities related to internal and external functions supporting the finance department this position is also responsible for but are not limited to the following:

• Prepare monthly program journal entries for the direct and ceded business
• On a monthly basis reconcile cash to each program’s premium bordereaux
• Prepare quarterly and annual Statutory statements, footnotes, and schedules
• Assist Compliance in quarterly and annual data calls
• Assist and provide support with annual external audit
• Identify and improve efficiencies with the monthly close
• Support & assist in the implementation of a data feed into the general ledger to expedite monthly, quarterly, and annual reporting
• Build reports for quarterly and annual statutory reporting
• Work closely with Claims manager to ensure TPA’s are funded timely
• Assist in preparing slides for the Board and Audit committee meetings
• Assist on various adhoc projects
• Work collaboratively with reinsurance, actuarial and program managers to resolve reconciling items
• Ability to work in a fast-paced environment

Responsibilities: 

• Ensure that the company complies with local statutory and regulatory requirements of BIR, SEC, PEZA, BOI, LGU. 

• Main point person during compliance audit with BIR and LGU. 

• Conduct or direct the internal investigation of compliance issues. 

• Helps maintain records of all financial transactions ensuring accuracy and completeness. 

• Consult with corporate legal counsel as necessary to address difficult legal compliance issues. 

• Collaborate with Human Resources, Payroll, Legal, Finance and other departments to ensure the consistent implementation of compliance practices. 

• Liaise with government agencies for compliance completion. 

• Ensure that company’s policy and procedure is align with to-date regulations. 

Position Type :

Type Of Hire :

Education Desired :

Travel Percentage :

Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.

Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

#pridepass

The finance analyst is responsible for collection, organization, interpretation, analysis, recording, documentation and dissemination of of simple to mid-complex financial data sets. The candidate will process and reconcile bank, accounts receivable, payables and general ledger related transactions with a strong focus on accuracy, timeliness, customer service and the ability to work in a fast-paced environment. The candidate will provide support and be part of the UK Finance team and will report to the Bank Reconciliation and Accounts Payable manager in London.

• Reconcile weekly bank reconciliations for different currency bank accounts within Arch Insurance Europe including Arch Syndicate
• Input, record, process, balance and maintain receipts for Arch Insurance Europe companies.
• Prepare reinsurance reconciliation.
• Assist in quarter close process and annual audit.
• Work closely with the Credit Control department in respect of identifying receipts especially non-bureau receipts.
• Ensure accurate recording and maintenance of accounting transactions.
• Liaise with internal teams to investigate and analyze regarding any receipt queries and ensure timely clearing down of suspense/control clearing cash accounts.
• Execute daily operational activity and document management.
• Perform financial analysis, reconciliation and generate key reports.
• Perform daily validation processes to ensure accuracy and compliance .
• Perform simple to mid-complex financial analysis, reconciliations, generate reports.

The finance analyst is responsible for collection, organization, interpretation, analysis, recording, documentation and dissemination of of simple to mid-complex financial data sets. The candidate will process and reconcile bank, accounts receivable, payables and general ledger related transactions with a strong focus on accuracy, timeliness, customer service and the ability to work in a fast-paced environment. The candidate will provide support and be part of the UK Finance team and will report to the Bank Reconciliation and Accounts Payable manager in London.

• Reconcile weekly bank reconciliations for different currency bank accounts within Arch Insurance Europe including Arch Syndicate
• Input, record, process, balance and maintain receipts for Arch Insurance Europe companies.
• Prepare reinsurance reconciliation.
• Assist in quarter close process and annual audit.
• Work closely with the Credit Control department in respect of identifying receipts especially non-bureau receipts.
• Ensure accurate recording and maintenance of accounting transactions.
• Liaise with internal teams to investigate and analyze regarding any receipt queries and ensure timely clearing down of suspense/control clearing cash accounts.
• Execute daily operational activity and document management.
• Perform financial analysis, reconciliation and generate key reports.
• Perform daily validation processes to ensure accuracy and compliance .
• Perform simple to mid-complex financial analysis, reconciliations, generate reports.

Junior Finance analyst is responsible for collection, organization, interpretation, analysis, scrubbing, documentation and dissemination of complex data sets.

It is key to be flexible as the tasks may change and be added to. It will be key to contribute to the continuous improvement of our processes and it will be expected that the analyst will bring ideas to the Arch team by utilizing their expertise or previous experience.

• Process bureau settlement into IRIS and process cash allocation.
• Create front sheets and process cash allocation for non-bureau premium .
• Join special projects within Finance to be cross-functional
• Communicate directly with Underwriters and Brokers for complex accounts.

TBD

Finance Manager

Location: Remote

Job Type: Full-time

Company Overview

Whizz is an innovative e-bike/e-moped subscription service catering to delivery drivers in the US. We partner with leading companies like DoorDash and Grubhub, offering affordable $159/month rental subscriptions to independent delivery workers. In just two years, Whizz has grown rapidly, managing a fleet of 2,500 e-bikes primarily in New York and New Jersey, achieving a remarkable 250% year-over-year growth rate. Our mission is to serve an underserved audience of gig workers, aiming to manage the largest electric two-wheeler fleet in the US. Our dynamic team of 90 people is expanding quickly.

Key Responsibilities

• Plan, Organize, and Execute Financial Tasks and Projects: The Finance Manager will be responsible for planning, organizing, and executing various financial tasks and projects that are critical to the company's operational and strategic objectives. This includes creating financial plans, managing financial risks, and ensuring that the financial operations align with the overall business goals.
• Provide and Interpret Financial Reports for Management: You will be tasked with preparing comprehensive financial reports and analyzing financial data to provide meaningful insights and recommendations to the managerial team. This involves interpreting financial information and trends to support decision-making and advising on possible courses of action to improve financial performance and operational efficiency.
• Manage the Preparation of the Company’s Budget: A key responsibility is to oversee the budgeting process, which includes developing the annual budget, monitoring expenses, and ensuring that the budget aligns with the company’s financial goals and strategies. This requires meticulous planning and coordination with various departments to compile and review budget proposals.
• Estimate Funds for Short and Long-Term Financial Objectives: You will be responsible for making accurate estimates of the funds required to meet both the short-term and long-term financial objectives of the company. This includes forecasting cash flows, identifying financial risks, and planning for capital expenditures and operational funding needs.
• Payroll accrual and payment: In this role, you will be responsible for accurately calculating and recording payroll accruals to ensure that all employee compensation and related expenses are properly accounted for in financial records. Additionally, you will oversee the timely and compliant disbursement of payroll payments, ensuring that all employees receive their correct compensation and that payroll processes align with regulatory requirements.

• Proven experience in a finance/accounting role 3+ years;
• Advanced Excel and Google Sheet skills: expertise in using advanced functions and formulas;
• Comprehensive understanding of QuickBooks Online, experience in managing company financials;
• Good understanding of accounting principles and financial regulations in the US (GAAP);
• Ability to support and collaborate with a finance team effectively;
• Readiness to work in a high-growth startup, with the ability to help build processes from scratch, not just maintain existing ones.

• Competitive salary and benefits package.
• Remote work flexibility.
• Opportunity to contribute to the finance function in a rapidly growing startup.
• Collaborative and innovative work environment.
• Potential for career growth and advancement within the company.

Join Whizz and play a crucial role in revolutionizing the e-bike/e-moped subscription industry while supporting the gig economy. We'd love to hear from you if you’re a finance professional passionate about driving growth and operational excellence.

Send your resume to recruiter1@getwhizz.com, pedal towards your success!

Position Type :

Type Of Hire :

Education Desired :

Travel Percentage :

Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.

Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

#pridepass

LOOKING FOR FILIPINO CANDIDATES

Position : Head of Finance 

Work Hours (Client) : M-F, 9am-5pm PST timezone 

Holidays : US Holidays       

Pay Range : $2000 - $3000/month (depending on interview assessment and client's approval) Please take note that pay will be given in USD

Company/Client Overview:

We are one the fastest growing online fitness companies in the world. Led by a veteran executive team with a track record of success and over 28 years of experience in the online health and fitness industry. We’ve helped over 100,000 individuals achieve their goal weight through expertly crafted plans tailored to their unique hormonal profile. They are committed to equipping each individual with the tools necessary for sustained, long-term weight management that aligns with their individual lifestyle and preferences.

Duties and Responsibilities:

The role of Head of Finance and Certified Public Accountant (CPA) represents a pivotal position within the client's business, embodying a fusion of financial stewardship, strategic leadership, and regulatory compliance. This essay provides a comprehensive overview of the responsibilities and requirements associated with this multifaceted role.

Specific Duties and Responsibilities:

• Managing the financial reporting for the organization. This includes monthly financial reporting, budgeting and forecasting, 
• Financial plans and all statutory financial reporting
• Providing sound financial support and insights to enable the ELT to make critical business decisions
• Presentation of financial results and insights to the Executive Team
• Play a key role in the formulation of the business's strategy
• Managing and overseeing the taxation affairs of the organization and liaising with the external tax firm for specialist advice
• Managing and overseeing the cash flow of the company and ensuring it has the appropriate controls
• Managing and overseeing the company's banking and borrowing arrangements
• Managing and overseeing the company’s financial systems
• Investment appraisal and analysis
• Presenting results to non-finance people to understand
• Accounts Payable, Accounts Receivable, Tax, Treasury, Payroll, Financial and Management Accounting functions.
• Risk Management to ensure the business has a solid risk framework in place
• Advising and implementing best practice methods to increase revenue and reduce costs
• Managing and tracking budget and accounting information including billing, collections, and tax information

Candidates with an understanding of marketing or direct response marketing experience would be ideal. Calculating customer lifetime value, AOV, or CAC will be a part of the role.

Minimum Requirements:

• BSc/BA in Accounting, Finance or relevant field.
• Candidate with MSc/MBA or relevant certification (e.g. CFA/CPA) is a plus.
• 5+ years of experience and proven work experience as a Head of Finance, Director of Finance or similar role.
• Candidates must have experience in US Taxes.
• In-depth understanding of cash flow management, bank reconciliation and bookkeeping.
• Hands-on experience with budgeting and risk management.
• Excellent knowledge of data analysis and forecasting models.
• Proficiency in accounting software like Quick books or other relevant accounting tools.
• Excellent English Communication Skills
• Solid analytical and decision-making skills.
• Leadership abilities.
• Must be confident, passionate, and very willing to work to grow the company through this role.
• Looking for very talented, very qualified talent with a breadth of experience.
• Someone who is looking to be a part of a growing team, work across multiple businesses, and contribute to the growth of a startup.

1 week PTO/ year

We are seeking a detail-oriented and organized Finance Coordinator to join our team. The successful candidate will support the finance department in various tasks, ensuring smooth operations and compliance. The ideal candidate will be proactive, able to handle multiple tasks efficiently, and possess strong communication skills.

Key Responsibilities:

• Project Assistance within the finance team - eg tracking deliverables, scheduling follow up calls, meeting notes and actions. 
• Maintaining and tracking version control on all finance key policies.
• Assisting with maintenance and creation of key finance documents into Turnitin branding.
• Process and manage employee expense reports for XLT members in Finance.
• Organize and maintain financial records and databases, ensuring data integrity and confidentiality.
• Coordinate and manage the calendars for the finance team.
• Assist in the coordination of a compliance calendar for all deadlines within finance.
• Create and share an internal update on deadlines monthly for leadership
• Support recruitment activities within the finance department. 
• Assist with onboarding and offboarding activities within the finance department.
• Handle various administrative tasks to ensure the smooth operation of finance functions.
• Update KPIs and distribute to management.
• Ensure all SOPs are created and tracked centrally.
• Adhoc projects as required.

• Maintain the general ledger activity for multiple corporate companies, which includes recording operating expenses, preparing accruals, and validating GL coding for Accounts Payable postings.
• Prepare monthly balance sheet and expense account analyses including detailed reviews of expenses and ensuring appropriate accruals are recorded.
• Assisting with the preparation of monthly and quarterly operating expenses variance analysis for multiple periods and provide concise insightful commentary.
• Analyze and explain quarterly balance sheet movements.
• Analyze quarterly operating expenses for 35+ cost centers, including how those costs get allocated to affiliates.
• Participate in the quarterly preparation and distribution of intercompany invoices to affiliate subsidiaries. Work with operating entity customers to explain the charges, including variances over periods.
• Support the delivery of accurate and timely services and reporting to affiliate client companies.
• Work on special projects including inactivating GL accounts, fixed asset subledger projects not limited to retiring fixed assets with zero book value, etc.
• Track legal, audit and other expenses.
• Maintains accounting controls by following policies and procedures, updating documentation as needed.

Position : Credentialing and Insurance AR Representative

Salary Range : $1,500/ month

Duties and Responsibilities:

Credentialing:

• Complete and process provider applications.
• Maintain accuracy and completeness of provider data in our database.
• Communicate effectively with the Swish team throughout the credentialing process, addressing inquiries and concerns.
• Proactively follow up on application statuses and missing information.

Insurance AR:

• Investigate and resolve denied, delayed, or underpaid claims.
• Analyze claim denials and communicate root causes to the Swish team.
• Research and gather missing information needed for claim processing.
• Handle appeals for denied claims, supporting providers with documentation and justification.
• Track claim progress and proactively update the Swish team on status.
• Maintain detailed records of all follow-up activities and claim outcomes.

• Dental experience is preferred.
• 1-3 years of experience in the same role. 
• Excellent written and verbal communication skills with the ability to explain complex information clearly and concisely.
• Strong technical skills and/or quick learner.
• Strong analytical and problem-solving skills to identify and address claim issues.
• Meticulous attention to detail and accuracy.
• Ability to prioritize tasks and work independently with minimal supervision.
• Positive and patient demeanor to manage and resolve challenging situations.

Sales Recognition, Reporting and Invoicing

• Prepares and monitors monthly sales report ensuring appropriate VAT, Distribution Fee, CWT and MAT
• Prepares sales invoices, draft transactions in Xero and send out billing to customers
• Uploads sales performance in SAP-BPC Deals and Discounts
• Ensures pricing deal and product discount granted by the distributor to its customers are approved and authorized

Accounts Receivables Monitoring and Collections

• Monitor, reconcile and confirm accounts receivable balance for collection
• Coordinate with all customer inquiry to reconcile payments and address billing concerns
• Monitor customer contact information, delinquent accounts and payment plans
• Issue Collection Receipts and draft transactions in Xero Payables
• Receive, validate and process all billings and documents from suppliers for payment
• Receive, validate and process cash advance requests and expense reports (liquidation, RF replenishments, reimbursements and corporate credit card charges) from employees ensuring validity, completeness and accuracy of supporting documents
• Draft transactions in Xero ensuring appropriate tax recognition for each transaction (relevant VAT and Withholding Taxes)
• Address and communicate concerns and queries to internal and external stakeholders
• Monitor, reconcile and confirm accounts payables balance to suppliers' Cash Disbursements
• Process check payments and fund transfer to Suppliers
• Prepare BIR Form 2307and records cash disbursement transaction in Xero Inventory Reconciliation and Valuation
• Coordinate with the Supply Chain to review and reconcile inventory movement against distributor report
• Compute for inventory costing on a monthly basis using weighted average costing
• Record inventory movement in Xero
• Represent the Finance Team in inventory counts and inventory related discussions Intercompany Transactions
• Prepare intercompany service revenue calculation, service invoices, proforma invoices and credit notes; draft transactions in Xero and send out billing to other Santen office
• Coordinate with other Santen Companies for any related party transactions needed to be reimbursed and draft transactions in Xero for payment

Government Dues

• Coordinate with and review calculations and forms prepared by tax external service provider in ensuring timely recording, submission and payment of all taxes and BIR requirements
• Prepare and summarize the Vatable expenses and expenses subject to withholding taxes for submission to external tax service provider on a monthly basis
• Coordinate with external payroll service provider and Human Resource in ensuring timely recording, submission and payment of the personnel related taxes and BIR requirements

Closing Process

• Prepare monthly set up and reversing entries for confidential and other accrued expenses
• Run monthly depreciation and amortization in the system and maintain fixed asset listing accounting for acquisition and disposals during the period
• Prepare prepayment amortization entries
• Prepare bank reconciliation and reconciling entries
• Perform closing analyses and records adjusting entries in Xero
• Maintain subsidiary ledgers and schedules to support general ledger balances Cash Flows
• Prepare cash analysis to assess sufficiency for operational needs Financial Reporting and Monitoring
• Prepare the monthly consolidation package for submission

Others

• Assist the Finance Manager in implementing cost savings and control measures and initiatives
• Coordinate with and provide auditors the supporting schedules, documentations and analyses needed for external audit, Jsox and other compliance requirements
• Serve as system coordinator and employees’ go-to person for any Concur system related concerns
• Maintain a filing system of approved payment vouchers and journal vouchers
• Maintain a filing system of issued invoices, credit notes and debit notes
• Assist Admin in the conducting vendor accreditation process for new vendors
• Perform additional tasks and analyses as required by the Finance Manager and Management