Strategic Finance

Posted One Month Ago
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San Francisco, CA, USA
Hybrid
165K-185K Annually
Mid level
Artificial Intelligence • Healthtech • Information Technology • Software
The Role
Hands-on finance role supporting FP&A, budgeting, forecasting, vendor and spend management, invoicing, and finance operations. Build models, analyze performance, produce reports and dashboards, improve processes, and help scale the finance function while partnering with leadership and external finance partners.
Summary Generated by Built In
About Latent

Latent is the enterprise pharmacy intelligence platform, powered by a clinical agentic engine, that enables health systems to grow their pharmacy operations and serve more patients. One engine works across the pharmacy journey to identify patients who qualify for care, improve medication access, capture eligible prescriptions and support patients throughout treatment. Latent’s platform enables more than 60 leading health systems that collectively serve an estimated 70 million people. Founded by Sriram “Sri” Somasundaram and Rishabh Jain, Latent has raised $80 million from Transformation Capital, Spark Capital, Conviction, General Catalyst, Y Combinator, and others.

The Role

Latent is hiring a Strategic Finance to support financial planning, business analysis, and day-to- day finance operations. You will work closely with company leadership and teams across the organization, helping us understand performance, allocate resources, manage spending, and build scalable financial processes.

This is a broad, hands-on role for someone who enjoys moving between strategic analysis and operational execution. On any given day, you might update the company’s financial model, prepare a budget review, analyze a business decision, negotiate with a vendor, or resolve an invoice.

What You’ll Do

Financial planning and modeling

• 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

Budgeting and reporting

• 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

Vendor and spend management

• 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

Invoicing and finance operations

• 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

Building the finance function

• 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

What We’re Looking For

• 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

What Success Looks Like

Within your first year, you will have:

• Built a reliable financial model and forecasting cadence

• Given company leaders clear visibility into budgets, spending, and runway

• Improved the accuracy and efficiency of invoicing and payment workflows

• Established a more disciplined vendor-management process

• Delivered analysis that meaningfully influenced company decisions

• Created finance systems that can scale with Latent’s growth

Nice to Have

• Experience working at an early-stage or rapidly growing technology company

• Familiarity with accounting, month-end close, and financial statements

• Experience with financial planning, accounting, procurement, or spend-management systems

• Experience supporting fundraising, investor reporting, or board preparation

• Interest in healthcare, pharmacy operations, or health technology

Why Join Latent
  • Backed by top-tier investors including General Catalyst, Conviction, and Y Combinator

  • Work alongside a high-caliber team building products our healthcare partners love

  • Work on mission-critical problems at the intersection of AI and healthcare

  • Real ownership and visibility

  • High-impact role on a small, fast-growing team

Benefits
  • Competitive compensation, including meaningful equity

  • Medical, dental, and vision insurance for employee and dependents

  • Flexible PTO policy

  • Paid parental leave

  • Fertility and family-building stipend through Carrot

Skills Required

  • 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 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
  • Proactive, low-ego approach and willingness to take ownership
  • Comfort operating in a fast-changing environment with incomplete information
  • Experience working at an early-stage or rapidly growing technology company
  • Familiarity with accounting, month-end close, and financial statements
  • Experience with financial planning, accounting, procurement, or spend-management systems
  • Experience supporting fundraising, investor reporting, or board preparation
  • Interest in healthcare, pharmacy operations, or health technology
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The Company
HQ: San Francisco, California
49 Employees
Year Founded: 2022

What We Do

Latent is redefining medication access through clinical AI, partnering with leading health systems to streamline prior authorizations, 340B compliance, and appeals. By optimizing pharmacy workflows and enabling centralization, Latent accelerates time-to-therapy for patients, supports scalable pharmacy expansion, and reduces administrative burdens on staff. Learn more about our mission at www.latenthealth.com/.

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