Strategic Finance Associate

SimplePractice
United States
Workplace: OnsiteFull timeUSD 112,000 - 140,000 annuallyFunction: Finance & AccountingExperience: 5+ yearsEducation: bachelorsSkills: ["Communication","Problem-solving","Analytical","Financial analysis"]

Analytical finance professional responsible for long-range financial modeling, investment analysis, and strategic narrative development to support capital allocation, board-level decisions, and investor communications. Partners with senior Finance leadership and cross-functional teams; backgrounds in investment banking, private equity, or management consulting are preferred, with SaaS/tech experience considered a plus.

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FursaFursa
SimplePractice
SimplePractice
2 months ago

Strategic Finance Associate

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Last checked: 18 hours agoStatus: Live

Job Summary

Analytical finance professional responsible for long-range financial modeling, investment analysis, and strategic narrative development to support capital allocation, board-level decisions, and investor communications. Partners with senior Finance leadership and cross-functional teams; backgrounds in investment banking, private equity, or management consulting are preferred, with SaaS/tech experience considered a plus.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting

Key Responsibilities

  • •Long-Range Financial Modeling & Investment Analysis: Build and maintain complex financial models from scratch to support major capital allocation decisions, board presentations, investor updates and executive strategy sessions; support annual planning, forecasting, and long-range planning with a focus on cost structure, operating leverage and spend efficiency; build 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.
  • •Corporate Development & Investor Support: Support M&A business and financial diligence efforts, including target valuation analysis, return modeling and synergy assessment; conduct market and competitive research to support strategic investment decisions and growth initiatives; assist in creation of investor presentations, earnings support packages and shareholder communications.
  • •Business Partnering: Collaborate closely with cross-functional teams to understand financial performance and provide modeling and forecasting support.
  • •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.

Pay and Benefits

Salary: USD 112,000 - 140,000 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kTime OffParental LeaveErgs

Key Requirements

  • •Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related quantitative field; Master’s degree or CFA a plus.
Experience:5+ yearsSaaS
Education:Bachelor's
Skills:CommunicationProblem-solvingAnalyticalFinancial analysis
Certifications:CFA
Languages:English
Tech Stack:AnaplanAdaptive InsightsHyperionVena SolutionsTableauLookerPower BI

Company Brief

SimplePractice
Provides practice management and telehealth software for behavioral health and wellness professionals, offering scheduling, billing, documentation, and secure telehealth services to streamline clinical workflows.
Industry: HealthTech
Headquarters: Lehi, United States
Founded: 2012
WebsiteLinkedIn