Strategic Finance Associate

SimplePractice; Santa Monica (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

SimplePractice is seeking a highly analytical Strategic Finance Associate to support board-level investment decisions and capital allocation strategy. You will build complex financial models, analyze investments, and translate findings into actionable recommendations for executives and investors.

The role partners with senior Finance leadership and cross-functional teams to drive planning, forecasting, and strategic initiatives across the business.

Qualifications

• Strong background in building and maintaining financial models from scratch.
• Experience translating complex financial analysis into strategic narratives.
• Ability to support board-level and investor communications.
• Familiarity with cost structure analysis and operating leverage.

Responsibilities

• Long-range financial modeling & investment analysis to support capital decisions and board presentations.
• Corporate development and investor support including target valuation and diligence.
• Business partnering with cross-functional teams for forecasting and performance insights.
• Scenario planning & ad-hoc analyses to inform strategic projects.
• Prepare investor materials and external communications as needed.

Skills

Financial modeling

Investment analysis

Strategic storytelling

Cross-functional partnering

Job description

About Us

At SimplePractice, we are improving access to quality care by equipping health and wellness clinicians with all the tools they need to thrive in private practice.

More than 250,000 providers trust SimplePractice to build their business through our industry-leading software with powerful tools that simplify every part of practice management. From admin work to clinical care, our suite of innovative solutions work together to reduce administrative burden-empowering solo and small group practitioners to thrive alongside their clients.

Award-winning and people-first, SimplePractice is shaping the future of health tech. Recognized by MedTech Breakthrough, the Digital Health Awards, and BuiltIn's Best Places to Work.

The Role

We are seeking a highly analytical and motivated Strategic Finance Associate to join our Finance team. This is a critical role that will directly support board-level and investor-facing investment decision making and capital allocation strategy across the business. The ideal candidate will bring strong experience in financial modeling and a passion for translating complex financial analysis into clear strategic narratives and actionable recommendations for internal and external audiences. A background in investment banking, private equity or management consulting is highly preferred. This role will partner closely with senior Finance leadership and other cross- functional roles.

Responsibilities

• Long-Range Financial Modeling & Investment Analysis
  • Build and maintain complex financial models from scratch to support major capital allocation decisions, board presentations, investor updates and executive strategy sessions
  • Support annual planning, forecasting, and longrange planning with a focus on cost structure, operating leverage and spend efficiency
  • Build and maintain dynamic sensitivity models to assess potential outcomes, risks and return profiles
  • Translate scenario outputs into executive-ready narratives that inform resource allocation and strategic prioritization
• Corporate Development & Investor Support
  • Support M&A business and financial diligence efforts, including target valuation analysis, return modeling and synergy assessment
  • Conduct market and competitive research to support strategic investment decisions and growth initiatives
  • Assist in creation of investor presentations, earnings support packages and shareholder communications
• Business Partnering:
  • Collaborate closely with cross-functional teams to understand financial performance and provide modeling and forecasting support.
• Scenario Planning & Ad-Hoc Analysis:
  • Develop and analyze various financial scenarios to assess potential outcomes and risks. Conduct ad-hoc financial analysis to support strategic projects.
• External Communication Support:
  • Assist in the preparation of investor materials, presentations, and analyses for external discussions as needed.