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UpDoc is an early-stage healthcare AI startup founded by Stanford physicians, building the first clinically validated, physician-supervised AI agent for chronic disease management.
You will be UpDoc's first in-house finance hire, owning the complete financial infrastructure from the ground up. This is a foundational role combining strategic finance, accounting, healthcare operations, grants management, and compliance.
Key responsibilities:
- Own financial planning and analysis: annual planning, budgeting, forecasting, scenario modeling, and performance reporting
- Build and maintain the company's financial model with visibility into revenue, expenses, cash, runway, headcount, and capital requirements
- Develop monthly and quarterly financial reporting with dashboards and clear performance visibility
- Partner with leadership on resource allocation, hiring plans, and strategic investments
- Oversee accounting function and external accounting partners for accurate, timely bookkeeping and month-end close
- Manage core finance processes: accounts payable/receivable, expense management, purchasing, payroll coordination, and cash management
- Own grant financial management: budgeting, forecasting, expense tracking, compliance, and audit readiness
- Oversee revenue cycle management: coding, billing, claims, reimbursement, collections, and related workflows
- Develop reporting and controls to monitor revenue cycle performance and improve accuracy and collections
- Coordinate tax, audit, insurance, and financial compliance activities
- Support board and investor reporting with financial analysis, forecasts, and KPIs
- Support fundraising processes including financial modeling, diligence, and investor materials
- Manage cap table and equity-related financial reporting
- Develop financial and operational metrics for business scaling
- Evaluate and implement finance systems, tools, and controls appropriate for early-stage growth
- Leverage AI and automation to improve financial analysis, reporting, and workflows
- Build financial discipline across the organization while maintaining operational flexibility
- Help define the evolution of the finance function and build additional capabilities as the company grows
You are hands-on and equally comfortable building financial models, managing grant budgets, reviewing monthly close, analyzing revenue cycle performance, and preparing leadership materials. You want broad ownership at the intersection of strategic finance, accounting, healthcare operations, grants, and compliance.
REQUIREMENTS:
- 6+ years of relevant experience in strategic finance, FP&A, accounting, healthcare finance, or related roles, with meaningful startup or high-growth environment experience
- Experience owning financial models, budgets, forecasts, and scenario planning
- Strong understanding of financial statements and accounting fundamentals with depth to oversee close and external accounting partners
- Demonstrated experience with grant budgeting and financial management including budget development, expense tracking, reporting, compliance, and audit-ready documentation
- Strong understanding of healthcare revenue cycle management: medical coding, billing, claims, reimbursement, collections, and payer process financial implications
- Ability to translate financial and operational data into clear recommendations for executives and non-finance stakeholders
- Demonstrated ability to build processes and financial infrastructure in environments where they may not 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
- Comfort working independently and taking ownership of strategic projects and hands-on execution
- Highly flexible, operational mindset with willingness to take on work outside traditional finance remit
- Ability to operate effectively in fast-moving, ambiguous early-stage environment
HIGHLY DESIRED:
- Experience as early or first finance hire at venture-backed startup
- Experience in healthcare technology, digital health, AI, or regulated/technology-driven industry
- Experience managing financial requirements for government, research, or healthcare-related grants
- Experience with healthcare reimbursement models and revenue cycle operations in provider or digital healthcare environment
- Experience supporting fundraising, board reporting, investor reporting, or financial due diligence
- Experience with revenue modeling, pricing, unit economics, and commercial financial analysis
- Experience implementing or scaling finance systems and processes
- Familiarity with startup finance systems: QuickBooks, NetSuite, Carta, Gusto, Ramp, Brex, or similar
- CPA, MBA, or other relevant financial qualification (not required)
