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Finance Analyst

United States

About Us

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.

The Role

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.

Responsibilities

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

Desired Skills & Experience

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

Benefits

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.

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.

The 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.

Base Compensation Range

$70,000—$90,000 USD

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