Strategic Finance, Sr Associate

What We’re Looking For

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.

• Evaluate strategic opportunities
• Assess growth & efficiency opportunities
• Provide the financial insights that drive long-term business performance

What You’ll Be Doing

• 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
• Possess strong communication and presentation skills with experience supporting executive-level decision-making
• 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

YOU’LL HAVE THE FOLLOWING TO SUCCEED IN THIS ROLE:

• 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