Strategic Finance, Sr Associate

Simpli.fi•Fort Worth, TX

4d•Hybrid

About The Position

Simpli.fi provides marketing technologies, solutions, and workflow automation for advertisers and agencies of all sizes. We specialize in helping organizations that operate across many locations, jurisdictions, or local markets, where location matters and incrementality counts, by uniting data, automation, and intelligence to drive measurable growth. Our platform powers highly targeted, high-volume campaigns across omnichannel environments including CTV, native, mobile, display, and social. We deliver transparent performance with local precision at national scale. Simpli.fi enables marketers, from multi-location brands and independent agencies who serve them, to political, advocacy, and public-affairs organizations, to activate locally relevant messaging, measure real-world impact, and generate clear, actionable insights. Simpli.fi is backed by leading private equity firms Blackstone and GTCR. To learn more, visit Simpli.fi. Simpli.fi is seeking a highly analytical and commercially minded Strategic Finance professional to join our FP&A team. Reporting to the VP of FP&A, this role focuses on capital allocation, investment analysis, long-range planning, and corporate development initiatives that support growth and enterprise value creation. You will partner with Senior and Executive Leadership to evaluate strategic opportunities, assess growth & efficiency opportunities, and provide the financial insights that drive long-term business performance. This role plays a critical part in financial modeling, investment evaluation, and strategic decision making across the business. This position offers direct exposure to executive leadership, board-level decision-making, and corporate development initiatives. You'll gain broad visibility across the business while helping shape decisions that impact growth, profitability, and value creation.

Requirements

3–5 years of experience in Investment Banking, Management Consulting, Corporate Development, Strategic Finance, Transaction Advisory or a related analytical role
Exceptional financial modeling skills, including integrated operating models and valuation frameworks
Strong understanding of accounting, financial statements, cash flow mechanics, and valuation methodologies
Advanced Excel proficiency required
Experience with ERP systems, CRM platforms, and Business Intelligence tools preferred
SQL, data querying, and AI tool familiarity strongly preferred
Strong ability to connect financial analysis with operational and strategic business drivers
Excellent communication and presentation skills with experience supporting executive-level decision-making
High intellectual curiosity, strong attention to detail, and the ability to thrive in a fast-paced, evolving environment
Candidates must be authorized to work in the United States.
We are unable to provide visa sponsorship at this time.

Responsibilities

Build and maintain advanced financial models, including 3-statement models, DCF valuations, scenario analysis, and investment return frameworks
Support capital allocation decisions, long term planning, and strategic initiatives through financial modeling and investment analysis
Evaluate new business opportunities, market expansion initiatives, strategic investments, partnerships, and M&A opportunities through financial modeling, ROI analysis, and due diligence
Conduct financial, competitive, and market analysis to identify opportunities, risks, and key business drivers
Develop business cases and scenario analyses to support executive decision making and strategic priorities
Prepare executive leadership and Board-level materials that communicate strategic recommendations, investment opportunities, and key insights
Partner with business leaders across the organization to evaluate major initiatives, investments, and resource allocation decisions
Analyze financial, operational, and customer data to identify trends, risks and opportunities
Leverage advanced analytics, automation, and AI tools to enhance decision support and financial insight generation
Translate complex financial analysis into clear, actionable recommendations for executive stakeholders