Vitable Health

Financial Planning and Analysis

• Own Vitable’s financial model, board narrative, and operating rhythm for close, cash, and capital
• Build and own the company model, including partnership economics and unit economics
• Inform pricing and growth decisions through strategic financial analysis
• Prepare board slides, board data packs, and investor updates
• Clarify and defend calculation methodology and movement of money between entities
• Lead the move toward consolidated board reporting using Coefficient
• Prepare financial materials for the Series B and manage diligence requests
• Oversee company equity and the cap table
• Own monthly gross margin analysis, including TPA fee corrections
• Partner with accounting advisors and leadership on revenue, ARR, and gross-margin treatment
• Manage cash across operating accounts, anticipate funding needs, confirm payroll coverage, and manage the end-of-month cash sweep
• Own the relationship with Graphite, the outsourced accounting partner, and evaluate alternatives
• Review closed books and oversee corporate tax filings prepared by the outside firm
• Manage and develop a Controller and Financial Analyst
• Set priorities, maintain schedules, manage the WTI relationship and monthly reporting, and run the biweekly Finance Call
• Report to the Chief of Staff and work directly with the CEO and leadership team

Director of Finance

Operations

• Provide customers with a seamless support experience
• Submit applications to carriers and own them through approval
• Help customers navigate the healthcare system
• Identify and resolve transaction and experience issues
• Document phone calls and emails with members in Zendesk
• Answer qualifying and benefit-specific questions
• Provide scheduled phone and email coverage
• Serve as the first point of contact for members seeking support
• Help members find the best insurance option for their needs
• Become an expert on the Vitable member experience

Director of Finance

Operations Associate – Licensed