Head of Finance

Job not on LinkedIn

🔥 23 minutes ago

🏄 California – Remote

🏄 California – Remote

⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 25%

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UpDoc

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11 - 50 employees

🏥 Healthcare

🤖 Artificial Intelligence

☁️ SaaS

💰 Seed on 2024-02

Healthcare • Artificial Intelligence • SaaS

UpDoc is a clinical AI company that provides an enterprise-grade, physician-governed software platform integrated with EHRs and clinical workflows to deliver continuous, evidence-based interventions between visits for chronic disease management. The company emphasizes FDA-cleared, patient-facing large language model (LLM) capabilities, monitoring structured patient data, coordinating with care teams, and operationally embedding into health systems to improve outcomes, adherence, and reduce costs. UpDoc is backed by healthcare organizations and pharmaceutical and advocacy partners (e. g. , Mayo Clinic, Eli Lilly, American Diabetes Association).

📋 Description

• Own financial planning and analysis, including annual planning, budgeting, forecasting, scenario modeling, and performance reporting • Build and maintain the financial model covering revenue, expenses, cash, runway, headcount, and capital requirements • Own monthly and quarterly financial reporting and develop performance dashboards • Partner with leadership on resource allocation, hiring plans, strategic investments, and operating decisions • Oversee accounting and external accounting partners, including bookkeeping, month-end close, financial statements, and reconciliations • Manage accounts payable and receivable, expense management, purchasing, payroll coordination, and cash management • Own grant budgeting, forecasting, expense tracking, reporting, compliance, documentation, and audit readiness • Oversee healthcare revenue cycle management, including coding, billing, claims, reimbursement, collections, and related workflows • Develop controls and reporting to improve revenue cycle accuracy, efficiency, and collections • Coordinate tax, audit, insurance, and other financial compliance activities • Support board and investor reporting, fundraising, financial due diligence, data-room preparation, and investor materials • Help manage the cap table and equity-related financial reporting • Develop financial and operational metrics covering revenue, margins, unit economics, reimbursement, and healthcare performance • Evaluate and implement finance systems, tools, controls, and workflows • Use AI and automation to improve financial analysis, reporting, forecasting, documentation, and operational workflows • Take ownership of finance-related and general operational projects as company needs evolve • Build financial discipline across the organization and develop additional finance capabilities as the company grows

🎯 Requirements

• 6+ years of relevant experience across strategic finance, FP&A, accounting, healthcare finance, or related finance roles • Meaningful experience in a startup or high-growth environment • Experience owning financial models, budgets, forecasts, and scenario planning • Strong understanding of financial statements and accounting fundamentals • Sufficient accounting depth to oversee the close and external accounting partners • Experience with grant budgeting and financial management, including budget development, expense tracking, reporting, compliance requirements, and audit-ready documentation • Strong understanding of healthcare revenue cycle management, including medical coding, billing, claims, reimbursement, collections, and payer processes • Experience translating financial and operational data into recommendations for executives and non-finance stakeholders • Ability to build processes and financial infrastructure where they may not already exist • Proficiency with AI tools and demonstrated ability to use AI and automation to improve finance, analysis, reporting, or operational workflows • Excellent analytical skills and attention to detail • Strong written and verbal communication skills, including executive-level financial reporting • Ability to work independently and own strategic projects and hands-on execution • Flexible, operational mindset and willingness to take on work outside a traditional finance remit • Ability to operate effectively in a fast-moving, ambiguous early-stage environment • CPA, MBA, or other relevant financial qualification is a plus, but not required • Must be authorized to work in the United States without employer sponsorship

🏖️ Benefits

• Remote work arrangement • Opportunity to build the financial infrastructure of a fast-growing healthcare technology company from the ground up • Broad ownership across strategic finance, accounting, healthcare operations, grants, compliance, and company planning • Opportunity to build systems, processes, and financial discipline that scale with the company • Opportunity to help define and build the finance function as the company grows

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