[Remote] Strategic Finance Associate

Remote Full-time
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 for health and wellness clinicians through innovative software solutions. They are seeking a highly analytical and motivated Strategic Finance Associate to support investment decision-making and capital allocation strategy, primarily through financial modeling and analysis.ResponsibilitiesBuild and maintain complex financial models from scratch to support major capital allocation decisions, board presentations, investor updates and executive strategy sessionsSupport annual planning, forecasting, and longrange planning with a focus on cost structure, operating leverage and spend efficiencyBuild and maintain dynamic sensitivity models to assess potential outcomes, risks and return profilesTranslate scenario outputs into executive-ready narratives that inform resource allocation and strategic prioritizationSupport M&A business and financial diligence efforts, including target valuation analysis, return modeling and synergy assessmentConduct market and competitive research to support strategic investment decisions and growth initiativesAssist in creation of investor presentations, earnings support packages and shareholder communicationsCollaborate closely with cross-functional teams to understand financial performance and provide modeling and forecasting supportDevelop and analyze various financial scenarios to assess potential outcomes and risks. Conduct ad-hoc financial analysis to support strategic projectsAssist in the preparation of investor materials, presentations, and analyses for external discussions as neededSkillsBachelor's degree in Finance, Accounting, Economics, Business Administration, or a related quantitative field5+ years of progressive experience in investment banking, private equity or management consulting, with direct exposure to building financial models for external executive and investor audiencesDeep understanding of key SaaS metrics, revenue recognition (ASC 606), and the drivers of value in a subscription-based business modelExpert-level proficiency in financial modeling with a proven ability to build robust, scalable and dynamic models from scratchExceptional analytical and problem-solving skills, with the ability to synthesize complex data into clear, concise and actionable insightsExcellent written and verbal communication skills, with the ability to present complex financial information clearly and persuasively to diverse audiences, including senior leadershipStrong business acumen and a strategic mindset, with the ability to understand the broader business context and how financial decisions impact overall company performanceStrong attention to detail and a commitment to accuracyAbility to work independently, manage multiple priorities and thrive in a fast-paced, high-growth environmentMaster's degree or CFAPrior in-house strategic finance experience at a SaaS or technology companyProficiency 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 plusBenefitsMedical, dental, vision, life & disability insurance401(k) plan with company matchFlexible Time Off (FTO), wellbeing days, paid holidays, and summer FridaysMental health resourcesPaid parental leave & Backup CareTuition reimbursementEmployee Resource Groups (ERGs)Company OverviewCloud-based Practice Management Software for Health Professionals. It was founded in 2012, and is headquartered in Santa Monica, California, USA, with a workforce of 501-1000 employees. Its website is http://www.simplepractice.com.Company H1B SponsorshipSimplePractice has a track record of offering H1B sponsorships, with 1 in 2026, 9 in 2025, 9 in 2024, 6 in 2023, 7 in 2022, 3 in 2021, 2 in 2020. Please note that this does not guarantee sponsorship for this specific role.

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