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Trial Library · 1 month ago

Strategic Finance & Operations Lead

San Francisco, CA

Full-time

Onsite

Senior Level

5+ years exp

Trial Library, Inc. is a venture-backed startup focused on improving health equity through cancer precision medicine. The Strategic Finance & Operations Lead will serve as a key advisor within the leadership team, blending financial expertise and business operations to drive strategic decisions and strengthen organizational efficiency.

Health CareMedicalOncologyWellness

Responsibilities

Lead the budgeting, forecasting, and financial planning process in collaboration with leadership

Manage and track accounts payable and receivable, ensuring accurate invoicing, timely payments, and reconciliations

Prepare monthly and quarterly financial reports for internal leadership, and support quarterly reporting to investors, and the Board of Directors

Partner with our accounting firm to support financial closings, audits, tax filings, and preparation of GAAP-compliant financial statements

Monitor key business metrics including revenue, margins, cash flow, and operating expenses to inform decision-making

Oversee implementation and optimization of new internal financial controls, tools, and dashboards for visibility across teams

Act as a strategic thought partner to the CEO and leadership team, translating financial insights into actionable recommendations

Develop financial and operational models to assess new business opportunities, pricing strategies, and partnerships

Prepare board and investor materials, providing clear analyses and updates on financial and operational performance

Collaborate with HR to align headcount planning, payroll budgeting, and benefits administration with financial goals

Support process improvement and systems implementation across finance, HR, and operations

Serve as an internal consultant to optimize business operations, strengthen performance tracking, and ensure data integrity

Provide financial and strategic analysis to support growth initiatives

Partner across teams - including Product, Partnerships, and Operations - to ensure alignment between financial performance and strategic objectives

Qualification

Financial Planning & AnalysisBudgetingBusiness OperationsAccounts Payable/ReceivableFinancial ReportingExcelGoogle SheetsData AnalysisCommunicationCollaborationPresentation Skills