Strategic Finance Associate

SimplePractice; United States; On-site; USD 112,000 - 140,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

401(k) with match

Flexible time off

Mental health resources

Paid parental leave

Tuition reimbursement

Employee ERGs

Job summary

SimplePractice is seeking a Strategic Finance Associate to support board-level and investor-focused decision making. You’ll build scalable financial models, forecast planning, and provide strategic analyses.

A background in investment banking, private equity or consulting is highly preferred, with in-house SaaS finance experience a plus. You’ll partner with senior leaders to drive capital allocation and strategic insights.

Qualifications

• 5+ years in investment banking, private equity or management consulting with financial modeling.
• Experience translating complex data into strategic narratives for executives/investors.
• Deep SaaS metrics knowledge and ASC 606 familiarity.
• Strong modeling, scenario planning and communication skills.

Responsibilities

• Build and maintain complex financial models for capital decisions and board updates.
• Support annual planning, forecasting, and cost-structure analyses.
• Create dynamic sensitivity models to test outcomes and risks.
• Translate outputs into narratives for resource allocation and prioritization.
• Assist with investor materials, earnings support and shareholder communications.
• Collaborate with cross-functional teams on forecasting and analytics.

Skills

Financial Modeling

Investment Banking

SaaS Metrics

FP&A Tools

Analytical Skills

Communication

Business Acumen

Education

Bachelor's in Finance/Accounting/Economics

Master's or CFA a plus

Tools

Anaplan

Adaptive Insights

Hyperion

Vena Solutions

Tableau

Looker

Power BI

Job description

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.

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.

Desired Skills & Experience

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related quantitative field. Master's degree or CFA a plus.
• Experience:5+ years of progressive experience in investment banking, private equity or management consulting, with direct exposure to building financial models for external executive and investor audiences; prior in-house strategic finance experience at a SaaS or technology company a plus.
• SaaS Expertise:Deep understanding of key SaaS metrics, revenue recognition (ASC 606), and the drivers of value in a subscription-based business model.
• Financial Modeling Prowess:Expert-level proficiency in financial modeling with a proven ability to build robust, scalable and dynamic models from scratch.
• Analytical Skills:Exceptional analytical and problem-solving skills, with the ability to synthesize complex data into clear, concise and actionable insights.
• Communication:Excellent written and verbal communication skills, with the ability to present complex financial information clearly and persuasively to diverse audiences, including senior leadership.
• Business Acumen:Strong business acumen and a strategic mindset, with the ability to understand the broader business context and how financial decisions impact overall company performance.
• Tools:Proficiency with financial planning and analysis (FP&A) software (e.g., Anaplan, Adaptive Insights, Hyperion, Vena Solutions) and business intelligence (BI) tools (e.g., Tableau, Looker, Power BI) is a plus.
• Attention to Detail:Strong attention to detail and a commitment to accuracy.
• Proactive & Self-Starter:Ability to work independently, manage multiple priorities and thrive in a fast-paced, high-growth environment.

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.

Benefits

We offer a competitive benefits program including:

• Medical, dental, vision, life & disability insurance
• 401(k) plan with company match
• Flexible Time Off (FTO), wellbeing days, paid holidays, and summer Fridays
• Mental health resources
• Paid parental leave & Backup Care
• Tuition reimbursement
• Employee Resource Groups (ERGs)

California Job Applicant Privacy Notice

Thank you for your interest in opportunities at SimplePractice LLC ("SimplePractice" or "us" or "we" or "our"). Please note that when you submit your resume or application materials to us for employment purposes, you are subject to theSimplePractice California Job Applicant Privacy Notice.

For more information about our privacy practices, please contact us [e-mail].

Base salary is one component of total compensation. Employees may also be eligible for an annual bonus or commission. Some roles may also be eligible for overtime pay.The amount below represents the expected annual base compensation range for this job requisition. Ultimately, in determining your pay, we’ll consider many factors including, but not limited to, skills, experience, qualifications, geographic location, and other job-related factors.

Base Compensation Range: $112,000 USD - $140,000 USD