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. Recognized by MedTech Breakthrough, the Digital Health Awards, and BuiltIn's Best Places to Work.

SimplePractice is seeking detail-oriented, organized self-starter to join our Finance team as a Financial Analyst. As the Financial Analyst you will report to Sr Manager (Product Finance) and will be responsible for the Company's budgeting, forecasting processes, and financial analysis to support key product decisions. This role will interact with key stakeholders to present timely and accurate reports, work to streamline procedures, improve efficiencies and resolve issues.

The ideal candidate has a bachelor's degree in Finance, Accounting or a related field with experience in Analytics (SQL, Python) and has 2+ years of experience.

• Assist in budgeting and forecasting processes
• Analyze financial data and create financial models for decision support.
• Assist with preparation of board presentations and other monthly reports
• Collaborate with various departments to gather and analyze financial information
• Work side by side with accounting team on topics such as variance analysis & reporting
• Work with business unit leads to help them understand how their business is performing, provide insight and recommendations
• Perform ad hoc special analysis projects (i.e. profitability analysis of products & services, CAC, LTV, etc.), including analytics driven projects related to marketing and customer funnel
• Look for places to drive reporting and ongoing analysis automation

• Proven experience as a Financial Analyst
• Experience working with budgets, forecasting, and variance analysis
• Advanced knowledge of Excel
• Strong attention to detail and accuracy
• Must show initiative, be hands-on, work well both independently on projects and as part of a team
• Excellent analytical and problem-solving skills
• Strong verbal, written and interpersonal communication skills
• Proven ability to multitask and work through ambiguous requirements
• Ability to succeed in a fast-paced environment and work through issues at all levels within the organization

We offer a competitive benefits program including:

• 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)
• California Job Applicant Privacy Notice

Thank 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.

For more information about our privacy practices, please contact us at privacy@simplepractice.com.