← All roles

Strategic Finance & Operations Lead

Trial Library· Business Operations – Finance
Apply on company site
Hybrid (San Francisco, CA)$175k - $205kFull-timePosted 11mo ago

About the role

Strategic Finance & Operations Lead at Trial Library, an AI-native research platform, focusing on building scalable finance systems, driving financial planning, and aligning operations with strategic company goals in a fast-paced startup environment.

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

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

Required:BudgetingForecastingFinancial reportingAccounts payable/receivableFP&AExecutive communication
Nice to have:GAAP compliance

Benefits

  • Competitive compensation package including salary, equity, and benefits based on experience
Last updated Oct 21, 2026. Interested? Apply on the company site.

About Trial Library

The leading AI-powered solution for recruitment and retention in clinical trials, trusted by health care providers and patients.

At Trial Library, we partner with healthcare providers to enable the discoverability of clinical trials for patients everywhere.

AI-powered solutionsclinical trialsrecruitmentretentionhealthcare
Company profileWebsite

More open roles at Trial Library