Senior Finance Analyst

About Us 

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. 

Recognized by MedTech Breakthrough as the Best Practice Management Solution Provider in 2024 and the Digital Health Awards in 2023, SimplePractice is proud to pave the future of health tech.

The Role

We are seeking a highly analytical and motivated Strategic Finance Analyst to join our dynamic Finance team. This is a critical role that will directly contribute to our strategic decision-making and drive sustainable growth. The ideal candidate will possess a strong understanding of SaaS business models, financial modeling, and data analysis, with a passion for uncovering insights and translating them into actionable recommendations.

• Financial Modeling & Forecasting: Develop and maintain financial models (e.g., ARR, bookings, product performance metrics, OpEx) to support key strategic initiatives. 
• Strategic Analysis: Conduct in-depth financial and operational analyses on projects related to business performance, identify trends, and provide actionable insights to senior leadership. This includes market sizing, competitive analysis, and new product/market entry evaluations.
• Performance Monitoring & Reporting: Track key SaaS metrics for strategic initiatives (e.g., ARR growth, net retention, gross margin) and prepare regular performance reports 
• Business Partnering: Collaborate closely with cross-functional teams including Sales, Marketing, Product, and Operations to understand their financial impact and provide financial guidance and support for strategic initiatives.
• 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.

• 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 strategic finance, corporate finance, investment banking, private equity, or management consulting, with a strong preference for experience within a SaaS or technology company.
• 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 (Excel or Google Sheets) 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: Meticulous 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.

Base Compensation Range

$115,000 - $145,000 annually

Base salary is one component of total compensation. Employees may also be eligible for an annual bonus or commission. Some roles may also be eligible for overtime pay.

The above represents the expected base compensation range for this job requisition. Ultimately, in determining your pay, we’ll consider many factors including, but not limited to, skills, experience, qualifications, geographic location, and other job-related factors.

Benefits

We offer a competitive benefits program including:

• 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)

California Job Applicant Privacy Notice

Thank you for your interest in opportunities at SimplePractice LLC (“SimplePractice” or “us” or “we” or “our”). Please note that when you submit your resume or application materials to us for employment purposes, you are subject to the SimplePractice California Job Applicant Privacy Notice. 

For more information about our privacy practices, please contact us at [email protected].