{"id":2576249,"url":"https://alion.io/job/simplepractice-strategic-finance-associate","title":"Strategic Finance Associate","company":{"id":685577,"name":"SimplePractice","domain":"simplepractice.com","url":"https://alion.io/company/simplepractice-2","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":{"grade":"B","score":75,"open_postings":7,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":null,"computed_at":"2026-10-17T05:46:00Z"}},"role":"Finance","role_family":"Finance","seniority":"senior","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":112000,"max":140000,"currency":"USD","period":"year","gross":null,"usd_annual":140000},"salary_estimate":null,"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Looker","optional":true},{"name":"Power BI","optional":true}],"status":"live","first_seen_at":"2026-06-09T19:27:40Z","employer_posted_date":"2026-08-14","last_verified_at":"2026-10-17T17:11:19Z","board_verified":true,"closed_at":null,"days_open":129,"trust":{"level":"stale","repost_count":0,"flags":["stale"],"days_open":129},"description":"About Us \nAt 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. \nMore 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. \nAward-winning and people-first, SimplePractice is shaping the future of health tech. Recognized by MedTech Breakthrough, the Digital Health Awards, and BuiltIn's Best Places to Work.\nThe Role\nWe are seeking a highly analytical and motivated Strategic Finance Associate to join our Finance team. This is a critical role that will directly support board-level and investor-facing investment decision making and capital allocation strategy across the business. The ideal candidate will bring strong experience in financial modeling and a passion for translating complex financial analysis into clear strategic narratives and actionable recommendations for internal and external audiences. A background in investment banking, private equity or management consulting is highly preferred. This role will partner closely with senior Finance leadership and other cross- functional roles.\nResponsibilities\nLong-Range Financial Modeling & Investment AnalysisBuild and maintain complex financial models from scratch to support major capital allocation decisions, board presentations, investor updates and executive strategy sessions\nSupport annual planning, forecasting, and longrange planning with a focus on cost structure, operating leverage and spend efficiency\nBuild and maintain dynamic sensitivity models to assess potential outcomes, risks and return profiles\nTranslate scenario outputs into executive-ready narratives that inform resource allocation and strategic prioritization\n\nCorporate Development & Investor SupportSupport M&A business and financial diligence efforts, including target valuation analysis, return modeling and synergy assessment\nConduct market and competitive research to support strategic investment decisions and growth initiatives\nAssist in creation of investor presentations, earnings support packages and shareholder communications\n\nBusiness Partnering: Collaborate closely with cross-functional teams to understand financial performance and provide modeling and forecasting support.\n\nScenario 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. \n\nExternal Communication Support: Assist in the preparation of investor materials, presentations, and analyses for external discussions as needed.\n\nDesired Skills & Experience\nBachelor's degree in Finance, Accounting, Economics, Business Administration, or a related quantitative field. Master's degree or CFA a plus.\nExperience: 5+ years of progressive experience in investment banking, private equity or management consulting, with direct exposure to building financial models for external executive and investor audiences; prior in-house strategic finance experience at a SaaS or technology company a plus.\n SaaS Expertise: Deep understanding of key SaaS metrics, revenue recognition (ASC 606), and the drivers of value in a subscription-based business model.\nFinancial Modeling Prowess: Expert-level proficiency in financial modeling with a proven ability to build robust, scalable and dynamic models from scratch.\nAnalytical Skills: Exceptional analytical and problem-solving skills, with the ability to synthesize complex data into clear, concise and actionable insights.\nCommunication: Excellent written and verbal communication skills, with the ability to present complex financial information clearly and persuasively to diverse audiences, including senior leadership.\nBusiness Acumen: Strong business acumen and a strategic mindset, with the ability to understand the broader business context and how financial decisions impact overall company performance.\n Tools: 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.\nAttention to Detail: Strong attention to detail and a commitment to accuracy.\n Proactive & Self-Starter: Ability to work independently, manage multiple priorities and thrive in a fast-paced, high-growth environment.\nBenefits\nWe offer a competitive benefits program including:\nMedical, dental, vision, life & disability insurance\n401(k) plan with company match\nFlexible Time Off (FTO), wellbeing days, paid holidays, and summer Fridays\nMental health resources\nPaid parental leave & Backup Care\nTuition reimbursement\nEmployee Resource Groups (ERGs)\nCalifornia Job Applicant Privacy Notice\nThank you for your interest in opportunities at SimplePractice LLC (“SimplePractice” or “us” or “we” or “our”). Please note that when you submit your resume or application materials to us for employment purposes, you are subject to the SimplePractice California Job Applicant Privacy Notice. \nFor more information about our privacy practices, please contact us at .\nNotice to Candidates:\nSimplePractice has been made aware of fraudulent job postings and unaffiliated third parties posing as our recruiting team. We do not have any affiliation or connection to these situations and only post open roles on our official Careers page (simplepractice.com/careers) and reputable job boards like our official LinkedIn or Indeed pages. \nAll official SimplePractice recruitment emails will be sent from the domains @simplepractice.com,  or  email addresses. \nExamples of fraudulent domains include careers-simplepractice.com, simplepractices.com, and simplepractice.careers.\nPlease note that SimplePractice will never ask candidates or new hires for money or payment of any kind at any stage of the recruitment or onboarding process.\nBase 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.\nThe amount below represents the expected annual base compensation range for this job requisition. Ultimately, in determining your pay, we’ll consider many factors including, but not limited to, skills, experience, qualifications, geographic location, and other job-related factors.\nBase Compensation Range\n$112,000—$140,000 USD","description_format":"text","description_chars":6709,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Equity","Flexible time off","Parental leave"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["EHR & Clinical Software","Practice Management Software"],"lifecycle":[{"event":"open","at":"2026-10-15T00:18:11Z"}],"visa":[],"liveness":{"score":11,"band":"cold","label":"Long shot","p_open":1,"p_active":0.391,"p_room":0.28,"age_days":129,"expected_fill_days":38,"reasons":["conf:1","velocity","win:tail","crowd:"],"computed_at":"2026-10-17T05:46:00Z"},"pay":{"stated_usd_annual":140000,"is_top_pay":true},"html_url":"https://alion.io/job/simplepractice-strategic-finance-associate","json_url":"https://alion.io/job/simplepractice-strategic-finance-associate.json","meta":{"generated_at":"2026-10-17T17:33:45Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":24147,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-18T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":685577},"rest":"https://alion.io/mcp/rest/get_company?id=685577"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fsimplepractice-strategic-finance-associate"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fsimplepractice-strategic-finance-associate"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fsimplepractice-strategic-finance-associate"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/simplepractice-strategic-finance-associate\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fsimplepractice-strategic-finance-associate"}]}