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

Strategic Finance & Operations Lead

About this role

Your Responsibilities

Qualifications

Skills

Explore related jobs

More jobs at Trial Library

Similar Excel jobs

Jobs in San Francisco

Browse these categories