Strategic Finance Lead

Trial Library

Strategic Finance & Operations Lead at Trial Library, enhancing healthcare outcomes through financial expertise and operational efficiency. Responsible for budgeting, forecasting, and cross-functional collaboration.

Posted 6/19/2026full-timeSan Francisco • California • 🇺🇸 United StatesSenior💰 $175,000 - $205,000 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Benefits

Comp & perks

Competitive compensation package including salary, equity, and benefits based on experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

budgetingforecastingfinancial planningaccounts payableaccounts receivablefinancial reportingGAAP-compliancefinancial modelingoperational financebusiness analysis

Soft Skills

strategic thinkingcommunicationcollaborationdata synthesisdecision-makingprocess improvementconsultingpresentation skillsindependenceprioritization

Certifications

Bachelor’s degree in FinanceBachelor’s degree in AccountingBachelor’s degree in BusinessBachelor’s degree in EconomicsMBA