Strategic Finance Lead

Metriport
San Francisco, US
On-site

Who this role is best for

Aimed at senior finance professionals comfortable with end-to-end financial stack management in a high-growth startup environment, requiring in-office presence in San Francisco.

Best fit for

  • Swiss Army Knife finance professionals who thrive in ambiguity and high ownership.
    — “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.”
  • Candidates with investment banking or MBB consulting backgrounds seeking startup scale.
    — “5+ years in Investment Banking, MBB Consulting, or a high-growth startup (Seed to Series B).”
  • Process-builders who create efficiency in financial operations from scratch.
    — “You have 2+ years of experience creating processes from scratch and better existing processes in a professional work setting.”

Things to consider

  • Full-time in-office commitment in San Francisco with minimal remote flexibility.
    — “Based in San Francisco (or willing to relocate) with a 5-day-a-week in-office presence.”
  • High autonomy role with founders working six days a week.
    — “founders work six days a week from our SF office, but give everyone freedom to craft their schedule.”

How to stand out

  • Highlight experience automating financial workflows to reduce operational overhead.
    — “Experience automating workflows via Zapier or Python script.”
  • Demonstrate expertise in integrating finance tech like QuickBooks and Stripe.
    — “Proficiency with QuickBooks, Brex or Ramp, Stripe, and CRMs.”
  • Showcase healthcare IT domain knowledge to align with company focus.
    — “Experience in the Healthcare IT or Healthtech space.”
Pace · Fast PacedCollaboration · MediumAutonomy · HighDecision Impact · CompanyLevel · Senior

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • manages financial stack end-to-end
  • drives revops efforts
  • integrates systems
Typical background
strategic finance leadfinancial analyst

Skills & requirements

Required

Financial-analysisFinancial-modelingFinancial-reportingBudgetingForecasting

Preferred

AutomationQuickbooksBrexStripeHubSpot

Stack & domain

Investment BankingMbb ConsultingHigh-growth StartupExcelGoogle SheetsPowerpointAutomationQuickbooksBrexRampStripeCrmsLeadershipCommunicationFinanceHealthcare

About the role

Original posting from Metriport via Ashby

STRATEGIC FINANCE LEAD

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.

We've found product-market fit with multi-million ARR, 100+ customers (including Amazon One Medical, Strive Health, Circle Medical, and Brightside Health), backing from top VCs, and years of runway. We're ready to scale. We're a tight-knit, high-performing team of mostly former founders (including two YC alumni). We're engineering-heavy, operate with minimal bureaucracy and high autonomy, and hire based on competence, not prestige. We push hard, founders work six days a week from our SF office, but give everyone freedom to craft their schedule. We measure output and we're committed to sustainable intensity.

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.

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.

WHAT YOU’LL OWN

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

REQUIREMENTS

  • Experience: 5+ years in Investment Banking, MBB Consulting, or a high-growth startup (Seed to Series B).
  • Process Ownership. You have 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: You thrive in fast-paced environments and know 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

  • Automation: Experience automating workflows via Zapier or Python script.
  • Familiarity With Finance Tech: Proficiency with QuickBooks, Brex or Ramp, Stripe, and CRMs.
  • Domain: 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?

Metriport provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity, or gender expression. We are committed to a diverse and inclusive workforce and welcome people from all backgrounds, experiences, perspectives, and abilities.

Source: Metriport careers (Ashby)

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