Trial Library

Financial Planning and Analysis

• 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

Strategic Finance Lead

Growth Marketing

• Build and execute Trial Library’s growth strategy across provider, sponsor, and payer stakeholders
• Personally source, develop, and close strategic partnerships and commercial opportunities
• Expand relationships across biopharma sponsors, provider organizations, health systems, and payer organizations
• Develop and refine Trial Library’s go-to-market motion, positioning, and sales process
• Partner closely with cross-functional teams to translate market feedback into product and operational improvements
• Build pipeline generation processes and help establish scalable commercial infrastructure
• Represent Trial Library externally at conferences, industry events, and customer meetings
• Help shape pricing, partnership structures, and go-to-market strategy as the company scales
• Own the commercial strategy end-to-end from sourcing, nurturing, all the way to closing partnerships

Strategic Finance Lead

Head of Growth