Strategic Finance at Latent | CA, US | Rezi

Strategic Finance at Latent

Strategic Finance

Latent · CA, US

2 weeks ago

Strategic Finance

Latent · CA, US

16 days ago
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About the Role

Latent is hiring a Strategic Finance professional to support financial planning, business analysis, and daily finance operations. This role involves working closely with leadership and various teams to understand performance, allocate resources, manage spending, and build scalable financial processes. It's a hands-on position requiring both strategic analysis and operational execution.

Responsibilities

  • Build and maintain financial models covering revenue, expenses, headcount, cash flow, and runway.
  • Develop forecasts and scenario analyses to support company planning and strategic decisions.
  • Analyze business performance and explain key trends, risks, and opportunities.
  • Evaluate investments, hiring plans, pricing decisions, partnerships, and other strategic initiatives.
  • Prepare financial materials for leadership, board meetings, and investors.
  • Own or support the annual budgeting and ongoing forecasting processes.
  • Partner with team leaders to establish budgets and monitor performance.
  • Produce monthly budget-versus-actual reporting and investigate significant variances.
  • Build dashboards and reporting that give leaders a clear view of financial and operating performance.
  • Improve the quality, consistency, and accessibility of company financial data.
  • Manage vendor onboarding, renewals, purchasing workflows, and contract records.
  • Help evaluate vendors, negotiate commercial terms, and identify savings opportunities.
  • Maintain visibility into software subscriptions and other recurring commitments.
  • Partner with budget owners to ensure purchases are appropriate, approved, and within budget.
  • Develop scalable policies and processes for procurement and expense management.
  • Coordinate accounts payable and accounts receivable workflows.
  • Review invoices for accuracy, proper approval, and correct coding.
  • Track payment status and resolve discrepancies with vendors and internal stakeholders.
  • Support customer invoicing and collections as needed.
  • Maintain organized financial records and assist with month-end close.
  • Coordinate with external accounting, tax, payroll, and other finance partners.
  • Identify manual or inefficient processes and develop better systems.
  • Document financial policies, controls, and operating procedures.
  • Help select and implement finance tools as the company grows.
  • Take ownership of new financial and operational priorities as they arise.

Requirements

  • 2–5 years of experience in strategic finance, FP&A, investment banking, consulting, accounting, startup finance, or a related field.
  • Strong financial modeling and analytical skills.
  • Advanced proficiency with Excel or Google Sheets.
  • Ability to turn complex financial information into clear recommendations.
  • Excellent attention to detail and a high standard for accuracy.
  • Strong organizational and project-management skills.
  • Comfort managing both strategic projects and recurring operational work.
  • Clear, thoughtful communication with colleagues, vendors, and external partners.
  • A proactive, low-ego approach and willingness to take ownership.
  • Comfort operating in a fast-changing environment with incomplete information.

Skills

  • Financial modeling
  • Financial planning
  • Business analysis
  • Budgeting
  • Forecasting
  • Scenario analysis
  • Performance analysis
  • Investment evaluation
  • Vendor management
  • Spend management
  • Procurement
  • Expense management
  • Accounts payable
  • Accounts receivable
  • Invoicing
  • Collections
  • Month-end close
  • Excel
  • Google Sheets
  • Project management
  • Communication

Experience Level

  • 2-5 years

Benefits

  • Work directly with company leadership on high-impact decisions.
  • Gain exposure to nearly every part of the business.
  • Help shape the finance function from an early stage.
  • Take on meaningful ownership with room to grow.
  • Join a talented, ambitious team working toward our company mission.

About the Company

  • Latent is building the clinical agentic engine for enterprise pharmacy—software that enables leading health systems to serve more patients, grow their pharmacy operations, and capture more value compliantly, without adding headcount.
  • We are a fast-moving team looking for thoughtful, ambitious people who want to help build both the business and the systems behind it.