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.
You will partner with Senior and Executive Leadership to evaluate strategic opportunities, assess growth & efficiency opportunities, and provide the financial insights that drive long-term business performance. This role plays a critical part in financial modeling, investment evaluation, and strategic decision making across the business.
This position offers direct exposure to executive leadership, board-level decision-making, and corporate development initiatives. You'll gain broad visibility across the business while helping shape decisions that impact growth, profitability, and value creation.
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
- 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
WORKING WITH US HAS ITS REWARDS:Awesome company environment and benefits with a great management team. Competitive pay based on experience, 17 PTO days, 401K match, long-term incentive plan and employer sponsored healthcare options. Hybrid work schedule. Company is focused on developing and mentoring employees!
Candidates must be authorized to work in the United States. We are unable to provide visa sponsorship at this time.
