Strategic Finance Associate

SimplePractice

1d • $140,000 - $170,000

About The Position

SimplePractice is seeking a highly analytical and motivated Strategic Finance Associate to join its Finance team. This critical role supports board-level and investor-facing investment decision-making and capital allocation strategy across the business. The associate will build and maintain complex financial models, turn analysis into strategic narratives and recommendations, and partner closely with senior Finance leadership and cross-functional teams. The role also supports planning and forecasting, corporate development and diligence, investor communications, scenario planning, and ad-hoc strategic analysis.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related quantitative field.
• At least 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.
• Deep understanding of key SaaS metrics, revenue recognition (ASC 606), and the drivers of value in a subscription-based business model.
• Expert-level financial modeling proficiency and a demonstrated ability to build robust, scalable, and dynamic models from scratch.
• Exceptional analytical and problem-solving skills, including the ability to synthesize complex data into clear, concise, actionable insights.
• Excellent written and verbal communication skills, including 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 affect company performance.
• Strong attention to detail and commitment to accuracy.
• Ability to work independently, manage multiple priorities, and thrive in a fast-paced, high-growth environment.

Nice To Haves

• Master's degree or CFA.
• Prior in-house strategic finance experience at a SaaS or technology company.
• Proficiency with FP&A software such as Anaplan, Adaptive Insights, Hyperion, or Vena Solutions.
• Proficiency with BI tools such as Tableau, Looker, or Power BI.

Responsibilities

• Build and maintain complex financial models from scratch to support capital allocation decisions, board presentations, investor updates, and executive strategy sessions.
• Support annual planning, forecasting, and long-range planning, focusing 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.
• Support M&A business and financial diligence, including target valuation analysis, return modeling, and synergy assessment.
• Conduct market and competitive research to support strategic investment decisions and growth initiatives.
• Assist in creating investor presentations, earnings support packages, and shareholder communications.
• Collaborate with cross-functional teams to understand financial performance and provide modeling and forecasting support.
• Develop and analyze financial scenarios to assess potential outcomes and risks, and conduct ad-hoc financial analysis for strategic projects.
• Assist with preparing investor materials, presentations, and analyses for external discussions.

Benefits

• Medical, dental, vision, life, and 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 and Backup Care.
• Tuition reimbursement.
• Employee Resource Groups (ERGs).
• Employees may be eligible for an annual bonus or commission.
• Some roles may be eligible for overtime pay.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level