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Operational Finance Leader

Rivia Health

Rivia Health

Accounting & Finance
United States
Posted on Aug 13, 2025

Who We Are

Rivia Health is a seed-stage, entering Series A, B2B SaaS software startup at the intersection of fintech and healthcare tech. We're on a mission to transform the medical billing experience by merging the worlds of technology and healthcare to solve patient and provider pain points and bring ease and efficiency to healthcare payments.

Our mobile-first technology suite helps healthcare provider organizations increase overall patient payments, speed up cash flow, lower operating costs, and improve the patient experience. We help improve economic outcomes for patients and providers, delivering a 500%-2,000% return on investment for provider groups, making safe financing options available, and preventing patients from being sent to collections.

Who We Are Looking For

This position requires a special set of skills and a strong understanding of both the workings of technology and the broader strategic goals of the company or organization. As a project manager and strategic adviser, you will play a critical role in helping create operational excellence and support transformative initiatives to enable Rivia Health to scale quickly and efficiently.

You’ll own all aspects of accounting oversight, audit and tax filing compliance, payroll, vendor evaluation, company-wide and cross-functional budget management, and accounts payable and receivable management. This role will also track business metrics across product, sales, support, and customer success to inform executive decision-making and track the business's health. Additionally, you will oversee reporting compliance, provide financial modeling support to the executive team, and generate reports for investors.

We are looking for someone who has diverse finance experience and is capable of handling day-to-day items like payables as well as strategic finance tasks. This role will have visibility into every aspect of our organization and work across all functions.

You are a self-starter and consultative problem solver with strong project management skills and experience leading change management to support a rapidly evolving organization. You do not shy away from rolling up your sleeves and approach each new operational process improvement with a start-up mindset through quick iterations and measuring what matters.

You have seen what good looks like and can help create a roadmap to operational excellence, with clear work-back plans and measurable milestones to bring others along the journey.

You’re comfortable interacting cross-functionally within the organization at all levels, from operational functions to customer-facing leaders, and understand how to navigate the broader company. You’re a team player and are known for your ability to build and create value for cross-functional relationships.

While you thrive in ambiguity, you’re highly organized and detail-oriented and are passionate about designing and implementing processes to keep everyone on track and grow and scale Rivia Health.

This integral role will keep KPI management, cash-flow management, financial reporting, and business financial operations running smoothly as we scale.

What Core Skills are Required

  • Manage Ambiguity: In the tech world, ambiguity is often the only constant as many will come to understand. You must be comfortable operating in an atmosphere where conditions can change rapidly, and there may be little direction provided. Adapting to unpredicted challenges and making informed decisions in the face of ambiguity is a skill that defines success in this role.
  • Strategic Alignment: A key responsibility of the Operational Finance Leader is to align actionable initiatives with the overall business strategy. This involves translating business goals into actionable plans and ensuring the roadmap aligns with the organization's vision. This strategic alignment is crucial for fostering innovation and driving the organization forward.
  • Project Management: The Operational Finance Leader is critical in overseeing projects and initiatives. This includes coordinating multiple teams, managing timelines, and ensuring that initiatives are completed and delivered in line with organizational objectives. Effective project management is essential for providing quality services on time and within budget.
  • Communication Liaison: Bridging the gap between the various teams within and external to their respective team and executive leadership, the Operational Finance Leader must master their ability to communicate. Effective communication promotes collaboration and transparency. This also will ensure that everyone is working towards a common goal.
  • Operational Efficacy: Beyond strategy and projects, the Operational Finance Leader is tasked with optimizing operational processes to make sure the team is running effectively. This could involve streamlining workflows and keeping and executing against a communication plan. They are also proactive in identifying and mitigating issues. This includes establishing processes and procedures to create clarity and minimize confusion. Operational efficiency is critical for maintaining an edge in the fast-paced tech landscape.

What You’ll Do

Compliance, Finance, & Accounting

  • Coordinate with external accountants to produce monthly financial statements
  • Assist CEO with financial modeling, budgeting, and forecasting
  • Produce quarterly financial analysis for the board
  • Run point on annual audit and tax preparation
  • Work with COO to manage payables and receivables.
  • Manage monthly customer invoicing
  • Manage payroll, reimbursements
  • Oversee vendor selection and contract negotiation
  • Assist with cap table record keeping and management in Carta
  • Support CEO with pricing model evaluation, team stock plan allocation, compensation plan design, and partnership agreement economics
  • Oversee Rivia Health's corporate insurance policies

SaaS KPI and Unit Economics Tracking

  • Design reporting dashboards for unit economics in HubSpot and PowerBi across:
  • Product Performance
  • Customer Success
  • Sales
  • Support
  • Marketing ROI

Investor Relations Reporting

  • Ensure timely and consistent progress reporting across all investors
  • Review all financial reporting related to investments
  • Suggest and implement process improvements to investor communications
  • When needed, provide additional due diligence support for potential investments

Operations and Communications

  • Assist in the creation, editing, and refinement of presentations, investor newsletters, press releases, and other vital and external or internal communications.
  • Delegate or set up key company functions around finance, tax, legal, intellectual property, and HR operations.
  • Support executives with board management, including pre-read preparation, minute recording, document circulation, and record-keeping
  • Manage investor, M&A, and public relations inquiries on behalf of executives.
  • Organize and attend key executive meetings with investors, strategic customers, and internal teams, ensuring follow-ups and action items are addressed promptly.
  • Analyze data, generate reports, and provide insights to support strategic planning and business development
  • Serve as point of contact and provide procurement evaluation for some third-party vendors

What You Need:

  • 5+ years of working experience with a focus on business go-to-market operations, change management, project management, or program management.
  • Experience developing plans, proactively communicating and iterating with key stakeholders, and managing planning efforts effectively.
  • Direct experience scaling operations or key systems in a growing, engineering-focused organization
  • Excellent organizational skills
  • Manage company operations using Teams, Microsoft Office Suite, Excel, HubSpot, and web-based tools for equity and payroll.
  • Strong interest in technology, startups, and venture capital.
  • Previous experience in SaaS and or healthcare tech environments is strongly preferred
  • Ability to draw insights from unorganized information and help drive process improvements accordingly
  • Strong communication skills, both written and verbal - the ability to clearly articulate business issues and recommend/synthesize solutions
  • Self-starter, motivated by achieving measuring and goals within the team setting. Strong desire to make the entire team successful
  • Comfortable working with a fully remote team
  • Bachelors Degree or higher in Business (or related field)
  • Deep and diverse knowledge of finance and accounting
  • Strong communication skills (written & oral); ability to present financial findings to an array of audiences
  • Data and process-driven decision-making. You like numbers, flowcharts, and structure
  • An ability to make decisions independently and exercise good judgment
  • Experience with HubSpot, Excel, and PowerBi

What You Will Get

  • Competitive annual salary and equity compensation package
  • Unlimited paid vacation and benefits, including Medical, Dental, Vision, Parental Leave, ancillary plans, and 401k.
  • Remote work environment and flexible hours with a friendly and passionate team.
  • A chance to be at the forefront of bringing the empowerment and convenience of automation and mobile technology to the healthcare revenue cycle industry.