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