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Lead Financial Analyst

2 months ago


San Francisco, California, United States Trial Library Full time
About Trial Library, Inc.

Our mission is to enhance health equity by broadening access to cancer precision medicine. Trial Library, Inc. is a venture-backed startup established to tackle disparities in clinical trial participation. Our innovative technology, combined with human-led navigation, facilitates clinical trial discovery for everyone, regardless of location.

We envision becoming the premier platform for inclusive clinical trials, driven by a diverse team of professionals dedicated to empowering both patients and providers.

Role Overview

As the Senior Analyst of FP&A, you will play a crucial role in the financial success of Trial Library. Collaborating closely with senior management and operational teams, you will ensure robust financial processes and tools are established to optimize revenue while maintaining a vigilant focus on operating expenses.

Key Responsibilities
  • Lead the financial budgeting and forecasting processes.
  • Develop and manage the company’s revenue cycle, including invoicing and payment procedures.
  • Prepare financial performance reports and P&L updates for senior management and the Board of Directors.
  • Analyze and monitor key financial performance metrics such as profitability, margins, cash flow, COGS, and operating expenses.
  • Conduct financial scenario analyses to support strategic decision-making by senior management.
  • Perform variance analysis to identify significant causes of business performance deviations.
  • Assist in creating pro forma analyses and business cases for investments aimed at driving revenue and EBITDA growth.
Qualifications

Education: A Bachelor’s degree in finance, accounting, or a related business field is required. An MBA is preferred but not mandatory.

Experience: A minimum of 7 years of financial and analytical experience is essential, ideally within the pharmaceutical clinical trials, biotech, healthcare research, or healthtech sectors.

Skills:

  • Intellectual curiosity to analyze business challenges and understand underlying performance drivers.
  • Hands-on experience with accounts receivable, invoicing, and revenue cycle management processes.
  • Strong leadership and organizational capabilities, with the ability to work collaboratively or independently in a dynamic startup environment.
  • Excellent verbal and written communication skills, along with strong problem-solving abilities.
  • Proficient in data analysis, financial modeling, and evaluating financial outcomes.
  • Familiarity with systems such as MS Excel, Google Sheets, NetSuite, and Monday.com is advantageous.
Core Values

At Trial Library, we uphold the following core values:

  1. Allyship is our preferred identity.
  2. Inclusivity is worth the effort.
  3. We celebrate measurable improvements in equity outcomes.
  4. We advocate fearlessly for diversity.
  5. Stakeholder incentives matter.
  6. Taking initiative is a form of giving.
  7. We are accountable for the experiences of patients and providers.
  8. Empathy and humility are our guiding principles.

Trial Library, Inc. is committed to providing equal employment opportunities to all employees and applicants, prohibiting discrimination and harassment of any kind.