Senior Finance Analyst

At SimplePractice, we are improving access to quality care by equipping health and wellness clinicians with all the tools they need to thrive in private practice. More than 250,000 providers trust SimplePractice to build their business through our industry-leading software with powerful tools that simplify every part of practice management. From admin work to clinical care, our suite of innovative solutions work together to reduce administrative burden—empowering solo and small group practitioners to thrive alongside their clients. Award-winning and people-first, SimplePractice is shaping the future of health tech.

About the role

We are seeking a highly analytical and motivated Senior Finance Analyst to join our dynamic Finance team. This is a critical role that will directly support investment decision making, staffing and capital allocation across the business. The ideal candidate will bring strong experience in ROI analysis, Opex management, headcount modeling, and product finance, with a passion for translating strategic initiatives into clear financial tradeoffs and actionable recommendations. This role will partner closely with Customer Success, Sales and other functional leaders to ensure the company is investing efficiently and scaling sustainably.

Responsibilities

• Financial Modeling & Investment Analysis:
  • Develop and maintain ROI-driven financial models to support key strategic initiatives, including incremental headcount asks, productivity modeling, product and platform investments.
  • Support annual planning, forecasting, and long-range planning with a focus on cost structure, operating leverage, and spend efficiency.
• Product Finance & Performance Insights:
  • Track and analyze key metrics for strategic initiatives, including cost to serve, unit economics, productivity, staffing modeling and margin drivers at the product or initiative level.
  • Partner with Customer Success/Support and Sales teams to provide financial input into roadmap prioritization, sequencing decisions, and investment tradeoffs.
  • Provide scenario-based analysis to quantify the financial impact of technology, tooling, and staffing optimization solutions.
• Business Partnering:

  Collaborate closely with cross-functional teams including Product, Sales, and Customer Success/Support to understand their financial impact and provide financial guidance for forecasting and modeling.

• 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.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related quantitative field. Master's degree or CFA a plus.
• 5+ years of progressive experience in product 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.
• 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.
• 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.

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)

Pay

Base salary is one component of total compensation. Employees may also be eligible for an annual bonus or commission. Some roles may also be eligible for overtime pay.

Base Compensation Range: $110,000 USD - $130,000 USD