Strategic Finance & Operations Lead

Trial Library; San Francisco (CA); Hybrid; USD 175,000 - 205,000; Full time

Benefits offered by this job

Competitive compensation package

Opportunity for growth in a startup

Collaborative team culture

Job summary

Trial Library is hiring a Strategic Finance & Operations Lead to join their team in San Francisco, CA. This key role will manage financial planning and reporting to ensure the company's fiscal discipline and operational efficiency. You will work cross-functionally to develop best practices in finance and support strategic initiatives.

The ideal candidate has 5-8 years of relevant experience, a strong education background, and is adept with financial tools. This hybrid position offers competitive compensation, with salaries ranging from $175,000 to $205,000.

Qualifications

• 5-8 years in finance, strategy, or business operations, ideally within life sciences.
• Strong background in FP&A, business analysis, and operational finance required.
• Hands-on experience with accounts payable/receivable tracking and financial systems.

Responsibilities

• Lead budgeting, forecasting, and financial planning.
• Manage accounts payable and receivable tasks.
• Prepare financial reports for leadership and investors.

Skills

Financial analysis

Operational finance

Budgeting

Forecasting

Communication

Education

Bachelor’s degree in Finance, Accounting, Business, or Economics

MBA or management consulting experience

Tools

Excel

Google Sheets

QuickBooks

SalesForce

Monday.com

Job description

Trial Library is an AI-native research platform with a mission to improve healthcare outcomes by expanding access to precision medicine.

About Trial Library

Trial Library is an AI-native enrollment and care navigation platform that accelerates access to precision medicine. In collaboration with biopharmaceutical manufacturers, payers, and health systems, Trial Library enables the delivery of clinical trials as a standard care option – improving patient access, advancing oncology outcomes, and reducing the total cost of care. Backed by leading healthcare venture capital firms, Trial Library’s platform is currently deployed in 840+ clinics and 3,000+ providers nationwide.

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

Your 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

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

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 systemsSkilled 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

Compensation & On‑Site Requirement

Salary range: $175,000 – $205,000 per year.

This is a hybrid role based in San Francisco, CA, with a requirement of three days per week in the office: Wednesday, Thursday, and Friday. Final compensation will be based on experience, skills, and qualifications.

Why Trial Library

• Meaningful impact – helping patients access clinical trials faster through better technology and workflows
• High ownership environment – autonomy to build, test, and influence strategy across the business
• Collaborative team culture – low ego, high trust, and close partnership across functions
• Opportunity for growth – join at an early stage with meaningful exposure to company‑building and decision‑making
• Competitive compensation package including salary, equity, and benefits based on experience

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. is an equal opportunity employer committed to building an inclusive workplace. We provide equal employment opportunities to all employees and applicants and prohibit discrimination and harassment of any kind without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, national origin, ancestry, age, disability, genetic information, marital status, veteran status, military status, medical condition, family or medical leave status, political affiliation, or any other characteristic protected by applicable federal, state, or local law.