Trial Library
Strategic Finance & Operations Lead
Trial Library, San Francisco, California, United States, 94199
Overview
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.
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 systems 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 QuickBooks, SalesForce, Monday.com
Comfortable working independently, managing multiple priorities, and thriving in a fast-paced, early-stage environment
Our Core Values
Ally
is our favorite moniker
The most
inclusive
approach is worth the work
Celebrate measurable improvements in
equity
outcomes
Fearless advocates for
belonging
Incentives matter
to stakeholders choosing our products
Taking
initiative
is actually giving
We are
accountable
for the experience of patients and providers
Empathy
and
humility
are the real dynamic duo
Trial Library, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations, and ordinances.
#J-18808-Ljbffr
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.
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 systems 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 QuickBooks, SalesForce, Monday.com
Comfortable working independently, managing multiple priorities, and thriving in a fast-paced, early-stage environment
Our Core Values
Ally
is our favorite moniker
The most
inclusive
approach is worth the work
Celebrate measurable improvements in
equity
outcomes
Fearless advocates for
belonging
Incentives matter
to stakeholders choosing our products
Taking
initiative
is actually giving
We are
accountable
for the experience of patients and providers
Empathy
and
humility
are the real dynamic duo
Trial Library, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations, and ordinances.
#J-18808-Ljbffr