Strategic Finance & Operations Lead

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.

Your 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
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 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

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