[Remote] Senior Finance Analyst
Note: The job is a remote job and is open to candidates in USA. SimplePractice is a company focused on improving access to quality care by providing health and wellness clinicians with essential tools for private practice. They are seeking a highly analytical Senior Finance Analyst to support investment decision making and capital allocation, partnering closely with cross-functional teams to ensure efficient investments and sustainable scaling.
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