The Strategic Finance & Operations Lead will oversee financial planning, analysis, and operations, act as a strategic partner within the leadership team, and establish best practices for financial functions as the first dedicated finance hire.
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.
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.
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
1. Ally is our favorite moniker
2. The most inclusive approach is worth the work
3. Celebrate measurable improvements in equity outcomes
4. Fearless advocates for belonging
5. Incentives matter to stakeholders choosing our products
6. Taking initiative is actually giving
7. We are accountable for the experience of patients and providers
8. 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.
Top Skills
Excel
Google Sheets
Monday.Com
Quickbooks
Salesforce
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