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Strategic Finance & Operations Lead

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: Trial Library
Full Time position
Listed on 2026-01-04
Job specializations:
  • Finance & Banking
    Financial Manager, CFO
  • Management
    Financial Manager, CFO
Salary/Wage Range or Industry Benchmark: 200000 - 250000 USD Yearly USD 200000.00 250000.00 YEAR
Job Description & How to Apply Below

Our mission is to improve health equity by expanding access to cancer precision medicine.

About Trial Library

Trial Library, Inc. is a venture‑backed startup founded in 2022 focused on accelerating enrollment and retention to clinical trials with an AI‑platform. Trial Library is a mission‑driven health technology company dedicated to improving health equity in cancer care by expanding access to precision medicine through clinical trials. We work with community oncology sites, patients, and industry partners to ensure that clinical research is accessible, navigable, and inclusive.

Strategic

Finance & Operations Lead

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 the board of directors, and collaborate closely with HR and our external accounting team to ensure smooth financial and operational processes.

Key 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
Key Responsibilities:

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 system implementation across finance, HR, and operations
Key Responsibilities:

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 Quick Books, Sales Force,
  • Comfortab…
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