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Trial Library

Posted 3 months ago

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Strategic Finance & Operations Lead

San FranciscoHybridFull-time

AI Summary

The Strategic Finance & Operations Lead leads budgeting, FP&A, and financial reporting while managing accounts payable/receivable and cross-functional operations for Trial Library’s leadership team.

About this role

Trial Library is an AI-native research platform with a mission to improve healthcare outcomes by expanding access to precision medicine.
About Trial Library

Trial Library is an AI-native enrollment and care navigation platform that accelerates access to precision medicine. In collaboration with biopharmaceutical manufacturers, payers, and health systems, Trial Library enables the delivery of clinical trials as a standard care option - improving patient access, advancing oncology outcomes, and reducing the total cost of care. Backed by leading healthcare venture capital firms, Trial Library’s platform is currently deployed in 840+ clinics and 3,000+ providers nationwide.


The Strategic Finance & Operations Lead will serve as a key advisor and operator within Trial Library’s leadership team. You will blend financial expertise, analytical rigor, and business operations experience to help drive strategic decisions, ensure fiscal discipline, and strengthen organizational efficiency. This role is ideal for someone who enjoys working cross-functionally - bridging finance, operations, and strategy - and thrives in a fast-paced, mission-driven startup environment. As Trial Library’s first dedicated finance hire, you will establish best practices for our internal finance function, building scalable systems, policies, and processes from the ground up. You will oversee financial planning and analysis, manage accounts payable and receivable, support reporting to investors and board of directors, and collaborate closely with HR and our external accounting team to ensure smooth financial and operational processes.

Your Responsibilities

Financial Management and Reporting
  • 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
    • Strategic & Operational Leadership
  • 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
    • Cross-Functional & Advisory Support
  • 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

    • Qualifications

  • Education: Bachelor’s degree in Finance, Accounting, Business, or Economics preferred; MBA or management consulting experience preferred
  • Experience: 5-8 years in finance, strategy, or business operations, ideally within life sciences, healthcare technology, or venture-backed startups
  • Strong background in FP&A, business analysis, and operational finance (budgeting, forecasting, and reporting) required
  • Hands-on experience with accounts payable/receivable tracking and financial systems
  • Skilled at developing executive-level presentations and financial materials for investors or boards
  • Excellent communicator who can synthesize data into clear insights and drive collaborative decision-making
  • Proficiency in Excel and Google Sheets; experience with QuickBooks, SalesForce, Monday.com
  • Comfortable working independently, managing multiple priorities, and thriving in a fast-paced, early-stage environment

    • Skills

    ExcelFinancial ModelingFP&AGAAPGoogle SheetsMonday.comQuickBooksSalesforce

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