Strategic Finance Associate — SaaS Growth & M&A

SimplePractice, LLC

United States

On-site

USD 140,000 - 170,000

Full time

9 days ago

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Benefits offered by this job

Medical, dental, vision, life & di

401(k) match

Flexible Time Off (FTO)

Mental health resources

Paid parental leave & Backup Care

ERGs

Job summary

SimplePractice LLC is seeking a highly analytical Strategic Finance Associate to strengthen our Finance team. You will support board-level and investor-facing decisions, build complex financial models, and drive capital allocation strategy across the business.

You will partner with senior Finance leaders and cross-functional teams to translate data into clear strategic narratives, influence resource prioritization, and enhance decision making in a fast-growth SaaS company.

Qualifications

Bachelor's degree or higher in a quantitative field; CMA/CPA/CFA a plus.
5+ years in investment banking, private equity, or management consulting with external audience experience.
SaaS metrics, ASC 606 knowledge, subscription business drivers.
Expert-level financial modeling from scratch.
Strong analytical and problem-solving abilities with clear storytelling.
Excellent written and verbal communication with senior leadership.
Proficiency with FP&A tools and BI platforms is a plus.

Responsibilities

Build and maintain complex financial models for capital allocation decisions and investor updates.
Support annual planning, forecasting, and long-range planning focusing on cost structure and efficiency.
Develop dynamic sensitivity models to assess outcomes, risks, and returns.
Translate outputs into executive narratives to inform resource allocation.
Support Corporate Development and investor relations activities including target valuation and synergy analysis.
Conduct market and competitive research to support growth initiatives.
Prepare investor materials and earnings support packages.