Business Operations and Financial Analyst

Business Operations and Financial Analyst

Company: T45 Labs Location: Hybrid / Santa Clara, CA Engagement Type: Part-time 1099 Consulting Engagement Duration: Initial 3–6-month engagement Schedule: Approximately 20 hours per week Compensation: $7,500 per month as a 1099 independent contractor

T45 Labs builds and funds acquisition-ready cardiovascular companies by de-risking breakthrough technologies and steering them through clinical and regulatory milestones. We partner with experienced physicians and entrepreneurs to identify unmet clinical needs and bring differentiated solutions to market, providing capital, strategy, and operational support while giving founders the space to innovate.

About the Role

T45 Labs is seeking a Business Operations and Financial Analyst for a part-time consulting engagement. This is a hybrid business and finance analyst role that moves between operational data analysis and financial reporting to give T45 Labs and its portfolio companies decision-ready numbers, models, dashboards, and reporting.

Reporting to the Sr. Director H.R. and Operational Strategy, this person will support both T45 Labs corporate operations and portfolio companies under a shared-services model. The right consultant will be comfortable building financial models, pulling and validating data, preparing board and investor materials, maintaining KPI dashboards, and translating messy inputs into clear, useful recommendations.

This is a hands-on role. We need someone who can work independently, move quickly, and bring structure without needing everything handed to them in a bow.

Responsibilities

Move fluidly between business operations analysis and financial reporting as priorities shift across projects, supporting both T45 Labs corporate and portfolio companies under a shared-services model.

Build and maintain financial models in Excel, including operating models, scenario analyses, and driver-based forecasts, using advanced formulas, pivot tables, and Power Query for repeatable, automated workflows.

Prepare board and investor reporting packages, translating raw operational and financial data into clear narratives, exhibits, and metrics for leadership and external stakeholders.

Design and maintain KPI dashboards that track operational and financial performance across multiple entities, keeping data current and decision-ready.

Own the budgeting and forecasting cycle, partnering with functional leaders to build budgets, track variances, and refresh forecasts as conditions change.

Perform multi-entity consolidation across portfolio companies and the corporate parent, reconciling intercompany activity and ensuring consistency across reporting.

Pull, join, and validate data from accounting systems and databases using SQL and direct system queries, then transform it into analysis-ready datasets.

Analyze business operations data to surface trends, inefficiencies, and opportunities, then frame findings into recommendations for operational and financial decisions.

Maintain financial reports and reconciliations sourced from NetSuite or QuickBooks, ensuring accuracy and timeliness across entities.

Document analytical methods, model assumptions, and reporting processes so work is transparent, auditable, and repeatable.

Partner with finance, operations, leadership, and portfolio company teams to support reporting, planning, analysis, and business decision-making.

Requirements

3 to 6 years of experience in a business operations, business analyst, financial analyst, FP&A, or other hybrid analytical role supporting business decision-making.

Startup or early-stage company experience is required, with comfort navigating ambiguity, shifting priorities, incomplete data, and lean resources.

Genuine advanced Excel proficiency, including complex formulas, pivot tables, full financial modeling, and Power Query or comparable automation. This is a core, tested competency, not a nice-to-have.

Demonstrated ability to switch between operational data analysis and financial reporting depending on the project at hand.

Working proficiency in SQL for querying, joining, and validating data from source systems.

Hands-on experience with an accounting system such as NetSuite or QuickBooks.

Experience with multi-entity environments, consolidation, and intercompany reconciliation.

Track record of producing board-level, investor-grade, or executive-ready reporting and stakeholder-ready deliverables.

Strong analytical judgment, attention to detail, and ability to translate numbers into clear recommendations.

Ability to manage multiple priorities across corporate and portfolio company needs while maintaining accuracy and context.

Strong written and verbal communication skills, with the ability to explain financial and operational information clearly to non-finance audiences.

We hire for demonstrated skill rather than credentials. No specific degree is required, though relevant education, certifications, or training in finance, accounting, business analytics, economics, data analytics, or a related field are welcome.

Preferred Qualifications

Experience in a venture studio, startup incubator, private equity-backed company, medical technology company, or multi-company shared-services environment.

Experience supporting board reporting, investor updates, fundraising materials, or leadership operating reviews.

Familiarity with dashboarding or visualization tools such as Power BI, Tableau, Looker Studio, or similar platforms.

Comfort working in regulated or technical environments where accuracy, documentation, and traceability matter.

Location and Schedule

This is a part-time consulting engagement expected to average approximately 20 hours per week. The role is anticipated to operate in a hybrid model, with onsite presence in Santa Clara, CA as needed for leadership meetings, reporting cycles, planning sessions, and portfolio company priorities.

Compensation

This engagement will pay $7,500 per month as a 1099 independent contractor, based on an expected schedule of approximately 20 hours per week.

The initial engagement is expected to run 3 to 6 months, subject to business needs and mutual agreement.

Independent Contractor Classification

This is a 1099 independent contractor engagement and is not a full-time employment position. As an independent contractor, the consultant will not be eligible for employee benefits, paid time off, unemployment insurance, workers' compensation coverage, or other benefits provided to employees of T45 Labs.

The consultant will be responsible for all applicable federal, state, and local taxes, insurance, and other obligations associated with independent contractor status.

Work Authorization

Candidates must be legally authorized to work in the United States. At this time, T45 Labs is unable to sponsor employment visas or permanent residency applications.

Equal Opportunity Statement

T45 Labs is an Equal Opportunity Employer and is committed to providing equal opportunity in all aspects of its business relationships. We consider qualified candidates and consultants without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, national origin, ancestry, age, disability, medical condition, genetic information, marital status, veteran status, or any other protected status under applicable federal, state, or local law.

Third-Party Recruiters

T45 Labs does not accept unsolicited resumes or candidate submissions from third-party recruiters, staffing agencies, search firms, or other external recruiting partners unless a written agreement is in place with T45 Labs. Any unsolicited resumes submitted without such an agreement will be considered the property of T45 Labs, and no fee will be paid in the event the candidate is hired.