Strategic Finance Associate

About the role

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. 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.
• 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.

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