Financial Operations Associate (Remote - Philippines)

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Job Description - Financial Operations Associate (Remote - Philippines)

Our vision

What sets Gaia apart is our commitment to our mission: ensuring that everyone that wants to have a child should have a chance to try. The company’s founder, Nader AlSalim, realised how challenging the IVF process could be after he and his wife went through

IVF treatment to build their family. Today, Gaia helps people with more than financing and protection: Members get 6 sessions of complementary counselling, the opportunity to talk to an independent embryologist, access to support groups, and invites to in-person and online Member events.

The role

The FOA will be an integral part of our Operations team - working closely with our Head of Operations, Finance Associate and Member Manager. You will be wearing many hats across multiple part of our operations. We are an agile team within a dynamic organisation - this role will evolve as the needs of the team pivot. This is a remote role based in the Philippines.

  1. Credit underwriting
    • Assess prospects credit file and open banking information and apply Gaia’s credit policy to accept or decline them
    • Daily communication with prospects to ensure profile completeness and open banking connections
  2. Insurance underwriting
    • Verify prospects’ health profiles (including age, diagnosis, chances of success, clinic prices) and Gaia rating calculation to confirm insurance quotes
    • Daily communication with prospects to ensure profile completeness and any further clarification needed
  3. Clinic payments
    • Process invoices in our internal back-office: extract and categorise treatment data, compare with coverage, communicate any discrepancy with the clinic and/or the member
    • Process invoices in our accounting system
    • Setup daily clinic payments
  4. Membership management
    • Send payment links for insurance premium payments
    • Process membership change requests
    • Send contracts for signature
  5. Loan management
    • Recording new loan repayments into the Loan Management System
    • Daily communication with prospect if any issue arises according our repayment policies

You’ll be a great candidate for this role if you

  • Posses a Bachelor's Degree or comparable work experience in financial operations, accounting and/or credit underwriting
  • Have experience working with Excel, CRM (ideally Hubspot) and accounting system (ideally Xero)
  • Are empathetic, our patients are going through IVF treatment which is stressful and can be overwhelming. You will need to bear this in mind when communicating with them.
  • Have strong interpersonal skills and feel comfortable communicating in English (verbal and written) - you’ll regularly liaise with patients and your Gaia colleagues
  • Are able to work autonomously. You will be our only employee in the Philippines, which means your work hours occasionally do not overlap with the rest of the team’s.
  • Are flexible to work core UK hours (UTC+01:00) 9 AM to 1 PM - in order to maximise overlap with our team in London.

The way we work

We’re a Series A startup with an incredible amount of work to do, it should be no secret that this is not an easy ride. We’ve created a supportive but challenging and demanding environment. You need to care, commit and enjoy being outside of your comfort zone. Those that do well are embody our Gaia 4s:

  • Be extraordinary at what you do
  • Drive or get out of the way
  • Them, not you
  • When in doubt, be brave

Diversity, Equity & Inclusion

Diverse and inclusive teams make better products, more successful businesses, and help us to be better people.

Gaia counts 30 employees and 14 nationalities — posters representing people’s home countries hang around the office, and differences are loudly celebrated in our brand as well, with the active representation of diverse families. Gaia’s board of directors is composed of founder Nader AlSalim and 2 women — Terese Hougaard from Atomico and Leila Zegna from Kindred Capital. Women are also well represented at the company’s C-suite level (COO, CMO, Chief of Staff) and within Gaia’s data and engineering team.

We strive to create an organisation that welcomes people and does not discriminate based on race, ethnicity, colour, ancestry, national origin, religion, sex, sexual orientation, gender identity, age, disability, veteran status, genetic information, marital status or any other legally protected status.

If you’re eager for a challenge, want to get stuck in, and you're ready to make an impact on other people’s lives, apply below!

We aim to respond to all applicants within 2-3 weeks. There is no deadline for the application. Our Provider Network role will be live until filled.

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