Strategic Finance Lead at Metriport | CA, US | Rezi

Strategic Finance Lead at Metriport

Strategic Finance Lead

Metriport · CA, US

1 months ago

Strategic Finance Lead

Metriport · CA, US

2 months ago
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About the Role

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. This role requires 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.

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.

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.
  • Expert-level Excel and Google Sheets skills.
  • Powerpoint skills that can distill complex data into clear narratives.
  • Thrive in fast-paced environments and know how to drive projects to completion without a playbook.
  • Low ego, high ownership. You ask 'Why can't this be done in 3 days?' instead of 3 weeks.

Skills

  • Excel
  • Google Sheets
  • Powerpoint
  • Zapier
  • Python script
  • QuickBooks
  • Brex
  • Ramp
  • Stripe
  • CRMs

Location

  • San Francisco

Work Type

  • 5-day-a-week in-office presence

Experience Level

  • 5+ years

Education Level

  • Degree in Finance, Accounting, or a related quantitative field.

About the Company

  • Medical data exchange is one of the biggest unsolved problems in US healthcare. Metriport connects to data sources, transforms raw data into a clean format for care teams, and improves outcomes. We build every layer ourselves: connect, transform, and insight. We're building the system of record for all of US healthcare. We’ve raised $28.4 million from top-tier VCs, found product-market fit (multi-million dollar ARR, 100+ customers), and have years of runway ahead of us. We want people to not just expect, but demand a better healthcare experience.

Equal Opportunity

  • 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.