Strategic Finance & Operations Lead

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
• 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
• 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
• Background: Strong background in FP&A, business analysis, and operational finance (budgeting, forecasting, and reporting)
• Skills: Hands-on experience with accounts payable/receivable tracking and financial systems; proficiency in Excel and Google Sheets; experience with QuickBooks, SalesForce, Monday.com
• Communication: Excellent communicator who can synthesize data into clear insights and drive collaborative decision-making
• Ownership: Comfortable working independently, managing multiple priorities, and thriving in a fast-paced, early-stage environment