Note: The job is a remote job and is open to candidates in USA. SimplePractice is improving access to quality care by equipping health and wellness clinicians with all the tools they need to thrive in private practice. They are seeking a highly analytical and motivated Senior Finance Analyst to support investment decision making and capital allocation across the business.
Responsibilities
- Develop and maintain ROI-driven financial models to support key strategic initiatives, including product and platform investments, future launches, and incremental headcount
- Support annual planning, forecasting, and long-range planning with a focus on cost structure, operating leverage, and spend efficiency
- Track and analyze key metrics for strategic product initiatives, including cost to serve, unit economics, and margin drivers at the product or initiative level
- Partner with Product and Engineering teams to provide financial input into roadmap prioritization, sequencing decisions, and investment tradeoffs
- Provide scenario-based analysis to quantify the financial impact of technology, tooling, and architectural decisions
- Collaborate closely with cross-functional teams including Product, Engineering, and Customer Success to understand their financial impact and provide financial guidance for forecasting and modeling
- Develop and analyze various financial scenarios to assess potential outcomes and risks. Conduct ad-hoc financial analysis to support strategic projects
- Assist in the preparation of investor materials, presentations, and analyses for external discussions as needed
Skills
- Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related quantitative field
- 5+ years of progressive experience in product finance, corporate finance, investment banking, private equity, or management consulting, with a strong preference for experience within a SaaS or technology company
- Deep understanding of key SaaS metrics, revenue recognition (ASC 606), and the drivers of value in a subscription-based business model
- Expert-level proficiency in financial modeling (Excel or Google Sheets) with a proven ability to build robust, scalable, and dynamic models from scratch
- Exceptional analytical and problem-solving skills, with the ability to synthesize complex data into clear, concise, and actionable insights
- Excellent written and verbal communication skills, with the ability to present complex financial information clearly and persuasively to diverse audiences, including senior leadership
- Strong business acumen and a strategic mindset, with the ability to understand the broader business context and how financial decisions impact overall company performance
- Meticulous attention to detail and a commitment to accuracy
- Ability to work independently, manage multiple priorities, and thrive in a fast-paced, high-growth environment
- Master's degree or CFA a plus
- 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
Benefits
- 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)
- Employees may also be eligible for an annual bonus or commission
- Some roles may also be eligible for overtime pay
Company Overview
Company H1B Sponsorship