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Posted 5 hours ago
Strategic Finance Lead
MetriportStrategic Finance Lead
Requirements
5+ years in Investment Banking, MBB, or high-growth startups, 2+ years of process creation experience, Degree in Finance, Accounting, or quantitative field, Expert Excel and Google Sheets skills, Based in San Francisco for 5-day onsite presence
Skills
FP&AExcelFinancial AnalysisFinancial ModelingAccountingFinanceAP/ARAMLGAAPIFRSBudgetingM&Arisk managementData AnalysisBusiness Analysis
About the role
About the Company
Metriport is an open-source data intelligence platform that helps healthcare organizations access and exchange patient data in real-time. We integrate with all major US healthcare IT systems and tap into comprehensive medical data for 300+ million individuals.
Responsibilities
- Manage the entire financial stack end-to-end, including banking, invoicing, bookkeeping, and FP&A
- Own month-end and year-end close processes to ensure pristine books by the 15th of each month
- Support the Sales team by driving RevOps efforts and integrating systems like HubSpot, Stripe, and QuickBooks
- Track and improve collections rates, budget vs. actuals (BVA), and departmental purchase request turnaround
- Serve as the professional face of the company to accountants, investors, vendors, and customers
Requirements
- 5+ years in Investment Banking, MBB Consulting, or a high-growth startup (Seed to Series B)
- 2+ years of experience creating or improving professional processes from scratch
- Degree in Finance, Accounting, or a related quantitative field
- Expert-level Excel and Google Sheets skills
- Strong PowerPoint skills for distilling complex data into narratives
- Ability to work onsite in San Francisco 5 days a week
Preferred Qualifications
- Experience automating workflows via Zapier or Python
- Proficiency with QuickBooks, Brex or Ramp, Stripe, and CRMs
- Experience in the Healthcare IT or Healthtech space
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Metriport Β· San Francisco
