Strategic Finance Lead

About the role

This isn’t a standard FP&A role where you sit behind a spreadsheet and wait for instructions. As our first dedicated Finance hire on the BizOps team, you will manage our entire financial stack end-to-end. You will be responsible for the integrity of our books, the efficiency of our revenue collection, the automation of our internal financial operations, and more.

Responsibilities

• Own month-end and year-end close, ensuring books are pristine by the 15th of each month.
• Heavily support the Sales team by driving RevOps efforts and integrating systems (e.g., HubSpot to Stripe, Stripe to QuickBooks).
• Track and improve our collections rate, budget vs. actuals (BVA), and departmental purchase request turnaround.
• Serve as the professional face of Metriport to accountants, investors, vendors, and customers.
• Manage our entire financial stack end-to-end, including banking, invoicing, bookkeeping, and FP&A.

Requirements

• Experience: 5+ years in Investment Banking, MBB Consulting, or a high-growth startup (Seed to Series B).
• Process Ownership: 2+ years of experience creating processes from scratch and better existing processes in a professional work setting.
• Education: Degree in Finance, Accounting, or a related quantitative field.
• Technical Mastery: Expert-level Excel and Google Sheets skills. PowerPoint skills that can distill complex data into clear narratives.
• Ambiguity Tolerance: Thrives in fast-paced environments and knows how to drive projects to completion without a playbook.
• Location: Based in San Francisco (or willing to relocate) with a 5-day-a-week in-office presence.

The "Metriport" Mindset

Low ego, high ownership. You ask "Why can't this be done in 3 days?" instead of 3 weeks.

Bonus Points

• Experience automating workflows via Zapier or Python script.
• Familiarity With Finance Tech: Proficiency with QuickBooks, Brex or Ramp, Stripe, and CRMs.
• Experience in the Healthcare IT or Healthtech space.

How We Measure Success

• Are the books closed by the 15th?
• Is our collections rate exceeding our target threshold?
• How tight is the delta between our budget and our actuals?
• Are you reducing the "work about work" by implementing better processes?

Company Culture

We are committed to a diverse and inclusive workforce and welcome people from all backgrounds, experiences, perspectives, and abilities. Compensation Range: $140K - $175K.