Offer summary

Qualifications:

2+ years of experience in finance, accounting, or FP&A., Experience managing accounts payable and receivable with hands-on bookkeeping., Strong spreadsheet and data management skills, particularly in Excel or Google Sheets., Fluent in English with excellent written and verbal communication skills..

Key responsabilities:

Maintain and update cash and accrual financial models with leadership input.

Create and send invoices, track payments, and maintain the patient ledger.

Manage payments to team members and vendors while ensuring accurate transaction records.

Assist in building automations or dashboards to improve visibility and streamline processes.

Job description

Job Title: Finance & Operations Associate
Location: Remote (CST Time Zone)
Salary Range: up to 2200 USD

Work Schedule: Monday - Friday, 9:00 AM to 5:00 PM (CST)

NOTE: INDEPENDENT CONTRACTOR POSITION

Company Overview:

Sagan is an exclusive membership community for top executives, founders, and CEOs seeking to hire and maximize the impact of international talent. We bridge the gap between global talent and US-based businesses, connecting candidates from vibrant regions like Latin America, the Philippines, India, Pakistan, Bangladesh, and Africa with leading American companies. Discover a world of career possibilities with Sagan.

About the Company:

Sagan represents a high-growth, precision-health clinic serving elite executives, athletes, and entrepreneurs. The team leverages cutting-edge diagnostics, data-driven protocols, and a multidisciplinary approach to extend health span and optimize peak performance.

Position Overview:

Were looking for a Finance & Operations Associate to support the core financial operations of the business. This is a hands-on role working closely with the CEO and Chief of Staff on everything from invoicing and payments to maintaining financial models and improving systems. You'll help keep our operations efficient, timely, and data-informed -- and grow alongside a high-performance team.

Key Responsibilities:

Financial Planning Support:

Maintain and update cash and accrual financial models with leadership input.
Track financial performance and cash runway; flag issues or trends.

Accounts Receivable:

Create and send invoices to patients.
Track payments, follow up on outstanding balances, and maintain the patient ledger.

Accounts Payable:

Manage payments to team members and vendors.
Maintain clean transaction records using bookkeeping software (e.g., Kick).

Bookkeeping & Financial Systems:

Reconcile and organize financial data in spreadsheets and tools.
Track recurring expenses, pharmacy/lab charges, and ensure ledger accuracy.

Automation & Reporting:

Assist in building automations or dashboards to improve visibility and workflows.
Help streamline recurring processes using tools like Google Sheets or Zapier.

Cross-Functional Collaboration: