Senior Finance Analyst

Summary

Join SimplePractice's dynamic Finance team as a Strategic Finance Analyst and contribute directly to strategic decision-making and sustainable growth. This critical role requires a strong understanding of SaaS business models, financial modeling, and data analysis. You will develop and maintain financial models, conduct in-depth analyses, track key SaaS metrics, and collaborate with cross-functional teams. The ideal candidate will possess exceptional analytical and problem-solving skills, excellent communication skills, and a strategic mindset. This position offers a competitive salary and benefits package.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related quantitative field
• 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
• 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

Responsibilities

• Develop and maintain financial models (e.g., ARR, bookings, product performance metrics, OpEx) to support key strategic initiatives
• 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
• Track key SaaS metrics for strategic initiatives (e.g., ARR growth, net retention, gross margin) and prepare regular performance reports
• 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
• 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

Preferred Qualifications

• 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)