Strategic Finance Lead
About The Position
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. If you need "perfect information" to make progress, or if you think any task is "beneath" your background, this is not the right fit. We need a Swiss Army Knife who can lead a board-level financial review in the morning and troubleshoot a HubSpot-to-Stripe sync in the afternoon.
Requirements
- 5+ years in Investment Banking, MBB Consulting, or a high-growth startup (Seed to Series B).
- 2+ years of experience creating processes from scratch and better existing processes in a professional work setting.
- Degree in Finance, Accounting, or a related quantitative field.
- Expert-level Excel and Google Sheets skills.
- Powerpoint skills that can distill complex data into clear narratives.
- You thrive in fast-paced environments and know how to drive projects to completion without a playbook.
- Based in San Francisco (or willing to relocate) with a 5-day-a-week in-office presence.
- Low ego, high ownership. You ask "Why can't this be done in 3 days?" instead of 3 weeks.
Nice To Haves
- Experience automating workflows via Zapier or Python script.
- Proficiency with QuickBooks, Brex or Ramp, Stripe, and CRMs.
- Experience in the Healthcare IT or Healthtech space.
Responsibilities
- End-to-end management of banking, invoicing, bookkeeping, and FP&A.
- 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.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
