U

UpDoc

AI-powered RPM for chronic disease management

Head of Finance

Full-Time
No salary listed
Senior
Bachelor's, MBA
San Francisco, CA, USA
Remote
Finance & BankingCorporate Finance & FP&A

About the job

Requirements
  • At least 6 years of relevant experience across strategic finance, financial planning and analysis, accounting, healthcare finance, or related finance roles, including 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 to oversee the close and external accounting partners.
  • Demonstrated 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 the financial implications of payer processes.
  • Experience translating financial and operational data into clear recommendations for executives and non-finance stakeholders.
  • Demonstrated ability to build processes and financial infrastructure in an environment 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.
  • Strong analytical skills and attention to detail.
  • Strong written and verbal communication skills, including the ability to prepare clear, executive-level financial reporting.
  • Ability to work independently and take ownership of strategic projects and hands-on execution.
  • Flexibility and willingness to take on work outside a traditional finance remit when needed.
  • Ability to operate effectively in a fast-moving, ambiguous early-stage environment.
Responsibilities
  • Own financial planning and analysis, including annual planning, budgeting, forecasting, scenario modeling, and ongoing performance reporting.
  • Build and maintain the company’s financial model, giving leadership visibility into revenue, expenses, cash, runway, headcount, and future capital requirements.
  • Own monthly and quarterly financial reporting and develop dashboards and reporting that make company performance easy to understand.
  • Partner with leadership on resource allocation, hiring plans, strategic investments, and other key operating decisions.
  • Oversee the accounting function and external accounting partners, ensuring accurate and timely bookkeeping, month-end close, financial statements, and reconciliations.
  • Manage and improve core finance processes, including accounts payable and receivable, expense management, purchasing, payroll coordination, and cash management.
  • Own financial management of grants, including grant budgeting, forecasting, expense tracking, financial reporting, and ensuring expenditures remain aligned with grant requirements.
  • Partner with internal teams and external advisors to maintain grant compliance, documentation, reporting, and audit readiness.
  • Oversee and improve revenue cycle management processes, including coding, billing, claims, reimbursement, collections, and related financial workflows.
  • Develop reporting and controls to monitor revenue cycle performance, identify issues, and improve accuracy, efficiency, and collections.
  • Coordinate tax, audit, insurance, and other financial compliance activities with external advisors.
  • Support board and investor reporting, including financial analysis, forecasts, key performance indicators, and presentation materials.
  • Support future fundraising processes, including financial modeling, diligence, data-room preparation, and investor materials.
  • Help manage the company’s capitalization table, equity-related financial reporting, and associated processes in partnership with leadership and external advisors.
  • Develop financial and operational metrics to understand performance as the business scales, including revenue, margins, unit economics, reimbursement, and other relevant business and healthcare metrics.
  • Evaluate and implement finance systems, tools, controls, and workflows that improve accuracy and efficiency while remaining appropriate for an early-stage company.
  • Use AI and automation tools to improve financial analysis, reporting, forecasting, documentation, and operational workflows.
  • Take ownership of finance-related and general operational projects as company needs evolve.
  • Build strong financial discipline across the organization without introducing unnecessary process or bureaucracy.
  • Help define how the finance function evolves and, over time, build additional internal finance capabilities as the company grows.
Desired Qualifications
  • Experience as an early or first finance hire at a venture-backed startup.
  • Experience in healthcare technology, digital health, AI, or another regulated or technology-driven industry.
  • Experience managing financial requirements associated with government, research, or healthcare-related grants.
  • Experience with healthcare reimbursement models and revenue cycle operations in a 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 and operational systems such as QuickBooks, NetSuite, Carta, Gusto, Ramp, Brex, or similar platforms.
  • CPA, MBA, or another relevant financial qualification is a plus but not required.

About the company

UpDoc.ai provides an AI-driven healthcare platform for chronic disease management, using remote patient monitoring and data to deliver clinical care. Its Remote Patient Intelligence (RPI) system, developed with Stanford-affiliated clinicians, helps providers monitor patients remotely and streamline workflows. A notable feature is conversational AI that can manage medication prescriptions, including capabilities tested in clinical trials. The platform is sold on a subscription basis to healthcare providers, aiming to reduce labor and costs while improving patient outcomes, with potential insurer partnerships to further lower costs.

Company Size

11-50

Company Stage

Seed

Total Funding

$18M

Headquarters

Palo Alto, California

Founded

2023

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Simplify Jobs

Simplify's Take

What believers are saying

  • ARPA-H awarded up to $9.2 million in September 2026 for cardiovascular autonomy.
  • Microsoft, OpenAI, and NVIDIA back the ADVOCATE program, widening credibility and distribution.
  • ADA, Mayo Clinic, and Eli Lilly joined UpDoc's $18 million seed round.

What critics are saying

  • A single insulin misdose triggers FDA scrutiny, malpractice claims, and hospital shutdowns within days.
  • Eli Lilly's stake creates conflict scrutiny when UpDoc adjusts insulin aggressively.
  • A bad cardiovascular event during ADVOCATE freezes sales and kills physician trust.

What makes UpDoc unique

  • UpDoc holds the first FDA-cleared patient-facing clinical LLM for insulin titration, June 2026.
  • Stanford-founded physicians built its Remote Patient Intelligence model for chronic-disease management.
  • Cleveland Clinic, AHN, and UCSF Health already deploy UpDoc inside clinician workflows.

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Benefits

  • Remote Work Options

Growth & Insights and Company News

Headcount

6 month growth

-5%

1 year growth

-5%

2 year growth

-14%
PR Newswire
Sep 9th, 2026
ARPA-H awards UpDoc $9.2M to develop autonomous clinical AI system with Microsoft, OpenAI and NVIDIA

UpDoc has been selected by the Advanced Research Projects Agency for Health (ARPA-H) to lead development of an autonomous clinical AI system for cardiovascular disease management, receiving up to $9.2 million in funding. Microsoft, OpenAI, and NVIDIA are supporting the initiative. The 39-month ADVOCATE programme aims to create the first FDA-authorised clinical AI system capable of autonomously managing heart failure, including medications, diet, and exercise. The system would operate around the clock as part of patients' care teams. UpDoc's platform is already deployed at healthcare systems including Cleveland Clinic and UCSF Health. The company's technology combines medical device functionality with conversational AI to support care within physician-prescribed boundaries. Cardiovascular disease costs the US more than $400 billion annually, with nearly one million American deaths each year. The programme includes independent validation studies and clinical trials under FDA oversight.

Pittsburgh Post-Gazette
Jul 21st, 2026
Clinical AI: Pittsburgh pilot will take on challenges of diabetes care.

Clinical AI: Pittsburgh pilot will take on challenges of diabetes care. Kris B. Mamula Pittsburgh Post-Gazette Jul 21, 2026 In medicine, the uses for artificial intelligence have pretty much been limited to back office stuff - notetaking and appeals to health insurers to cover special medicines and treatments, those sorts of things. That could be ready to change in Western Pennsylvania as the role of AI accelerates further into direct patient care in a pilot planned at Allegheny Health Network. The 16-hospital Highmark affiliated health care system has inked a deal with Palo Alto, Calif.-based UpDoc Inc. to aid in caring for people with chronic diseases by using AI to monitor and adjust medication, as needed, between office visits. If the results of a small clinical trial of the technology are any indication, remote patient intervention may be poised to transform diabetes care. "It's adding a cook to the care team, it's opening the door and allowing the AI agent to join the team," primary care physician and UpDoc CEO Sharif Vakili said. "It's adding something important between doctor's visits; it's doing things in a new way." Here's how it'll be rolled out by primary care physicians at AHN. Doctors will select patients with type 2 diabetes for regular telephone or text contact with UpDoc's conversational AI platform. An AI agent will periodically check on the patient's symptoms, insulin and glucose, and recommend medication adjustments to optimize care. For patients with unruly bloodstream glucose - and they are legion - this often means multiple physician appointments, burdening medical providers and adding to physician burnout at a time when there's not enough primary care doctors, including in parts of Western Pennsylvania, experts say. For patients in the trial, their doctor will come up with a preset range of acceptable glucose levels. Failure to stay within those limits, despite medication tweaks, will prompt a recommendation for the patient to reach out to the treating doctor. All interactions between the AI agent and patient will become part of the patient's electronic medical record for physician review. Clinical applications for AI have been slow to get traction, said Holly Wiberg, assistant professor of Operations Research and Public Policy at Carnegie Mellon University's Heinz College. But that may be changing. "The clinical AI promise has really yet to be realized," she said. "A patient-facing interactive tool is really an exciting kind of frontier. You can reach more patients at a lower cost." Nearly one-quarter of the 33 million U.S. adults with type 2 diabetes in the U.S. have poor glycemic control because they often receive suboptimal doses of insulin, according to a 2023 JAMA Open Network study that was conducted by Vakili, UpDoc chief technology officer and internist Ashwin Nayak and others. "Therapeutic inertia," physician time constraints and competing demands due to a crush of medical practice appointments were among the reasons cited for inadequate insulin dosing. The current standard of care for diabetics with poor glucose control is simply to call the doctor for an appointment, which can delay care. But in the small clinical pilot conducted at Stanford Medicine, people with diabetes using an AI platform achieved effective insulin dosing nearly four times faster than those receiving standard care - median 15 days versus more than 56 days. Medical adherence - a notoriously difficult challenge in caring for people with diabetes - was also better with AI intervention: 83% compliance versus 50% with standard treatment, according to the study, which had 32 participants. Results of the trial were published in the American Medical Association's JAMA Network Open in 2023, the year UpDoc was founded. Getting glucose levels right reduces long-term complications from diabetes, including kidney disease, eye and nerve damage and heart disease, which ultimately holds down treatment costs. There are between 170,000 and 220,000 people with diabetes in the eight-county Pittsburgh metropolitan area, according to extrapolated projections of prevalence by the Centers for Disease Control and Prevention, and direct medical costs of treating the disease range up to $2.6 billion annually. In a prepared statement, AHN said it was anticipating use of UpDoc's digital platform. "Allegheny Health Network is looking forward to introducing this innovative AI platform with a particular emphasis on empowering primary care clinicians," said Amy Crawford-Faucher, chair of AHN Primary Care Institute. "The future integration of UpDoc within our electronic health records will further strengthen care coordination, reduce administrative burden and enable our physicians to devote more of their time to high-value, clinical decision-making - ultimately driving improved long-term health outcomes for our patients and improved population health." Crawford-Faucher was unavailable for further comment. Home monitoring of chronic diseases has been something of a holy grail in medicine, said Derek C. Angus, former chair of the Department of Critical Care Medicine at the University of Pittsburgh and UPMC, who is not affiliated with UpDoc. With infinite patience and no social or cultural barriers to undermine patient care, AI could revolutionize disease management. "The AI revolution in health care is both wonderful and terrifying," he said. "These AI tools are potentially fantastic and they may finally crack the knot of home-based remote care. "On so many levels it is so attractive to think about these tools, but there still can be side effects. They could end up making bad recommendations, but we don't know," he said. "The upside is amazing and the downside is real as well," Angus said. UpDoc has secured $16 million in oversubscribed seed financing from leading health care investors and strategic partners, including the American Diabetes Association, Cathay Innovation, Eli Lilly and Co., Mayo Clinic and others. UpDoc's Vakili said the company planned to roll out other chronic disease management uses for the platform in the coming months. First Published: July 21, 2026, 1:00 a.m. Kris B. Mamula has been a health care business reporter for the Post-Gazette since 2015. A Carnegie Mellon University graduate, he was part of the team that won a Pulitzer Prize for coverage of the synagogue shooting in 2018. Join the Conversation If you would like your comment to be considered for a published letter to the editor, please send it to [email protected]. Letters must be under 250 words and may be edited for length and clarity. Allegheny Health Network LATEST business Create a free PG account. Already have an account?

PR Newswire
Jun 25th, 2026
UpDoc secures $18M seed funding and FDA clearance for first clinical AI platform delivering real-time patient care

UpDoc, a clinical AI startup, has secured FDA clearance for the first Software as a Medical Device using patient-facing large language models. The company has raised $18 million in oversubscribed seed funding from investors including Mayo Clinic, Eli Lilly and Polaris Partners. The platform enables clinicians to deploy AI agents that automate clinical tasks such as adjusting medications, facilitating lab orders and coordinating care between scheduled visits. Unlike administrative AI tools, UpDoc integrates directly with electronic health records to deliver care requiring licensed clinician involvement. Founded by Stanford Medicine researchers, UpDoc is being deployed at Cleveland Clinic, Allegheny Health Network and UCSF Health. The platform uses proprietary orchestration architecture combining clinical guidelines, patient data and physician governance to manage chronic disease at scale whilst maintaining clinician oversight.

PR Newswire
Jun 2nd, 2026
American Diabetes Association invests in UpDoc's clinical AI platform for chronic disease management

The American Diabetes Association's Innovation Fund has made a strategic investment in UpDoc, an enterprise clinical AI company developing physician-grade agentic AI for chronic disease management. The funding will accelerate deployment of UpDoc's platform, which delivers continuous, AI-powered care interventions to patients with diabetes and related conditions between scheduled appointments. UpDoc's platform combines automated agentic AI with clinician oversight to manage chronic diseases at scale. The investment validates the company's evidence-based approach, as over 40 million Americans live with diabetes, accounting for one in four healthcare dollars spent in the US. The partnership provides UpDoc with both capital and access to the ADA's clinical expertise to accelerate product development and commercial adoption. The total investment amount was not disclosed.

DCBN
Jun 2nd, 2026
The American Diabetes Association's innovation fund invests in UpDoc to accelerate the future of ai-driven chronic disease management and prevention.

The American Diabetes Association's innovation fund invests in UpDoc to accelerate the future of ai-driven chronic disease management and prevention. June 2, 2026 DCBN news, syndication comments off on the American Diabetes Association's innovation fund invests in UpDoc to accelerate the future of ai-driven chronic disease management and prevention. Strategic investment backs UpDoc's clinical AI platform, deploying patient-facing AI agents to transform chronic disease care at scale ARLINGTON, Va., June 2, 2026 /PRNewswire/ - Today, the American Diabetes Association(R)(ADA) announced a strategic investment in UpDoc, an...