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SimplePracticeSimplePracticeUnited States

Senior Finance Analyst

Supports investment decisions and capital allocation through ROI-driven financial models, product finance analysis, and scenario planning. Partners with Product, Engineering, and other teams; requires 5+ years in finance, SaaS expertise, and advanced modeling skills.

105k – 130k
Remote5+ YOEFinance & Accounting

About the role

Responsibilities

Financial Modeling & Investment Analysis

  • Develop and maintain ROI-driven financial models to support key strategic initiatives, including product and platform investments, future launches, and incremental headcount.
  • 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 product initiatives, including cost to serve, unit economics, and margin drivers at the product or initiative level.
  • Partner with Product and Engineering 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 architectural decisions.

Business Partnering

  • Collaborate closely with cross-functional teams including Product, Engineering, and Customer Success 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.

Desired Skills & Experience

  • 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.

Compensation

Base Compensation Range: $105,000—$130,000 USD. Employees may also be eligible for an annual bonus or commission.

Skills

ExcelGoogle SheetsAnaplanAdaptive InsightsTableauLookerPower BISaaS MetricsASC 606Financial Modeling
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