Finance Analyst

SimplePracticeMexico City, MexicoHybrid, Onsite

About Us

At SimplePractice, our team is dedicated to improving the health and wellness industry by building a suite of innovative solutions for practitioners and their clients. Our product supports practitioners on their clinical journey to becoming licensed, helps them manage their business and practice once they’re up and running, and enables new clients to discover and interact with practitioners. Taking a practitioner-first approach in everything we do makes it possible for health and wellness practitioners to devote more time to their clients while they use SimplePractice to start, grow, and maintain a successful private practice.

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 Manager of FP&A and will be responsible for the Company’s budgeting, forecasting processes, and financial analysis to support key 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 and has 2+ years of experience in corporate finance, accounting, or other related fields. MBA or CPA is a plus.

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.)
Look for places to drive reporting and ongoing analysis automation

Desired Skills & Experience

Proven experience as a Financial Analyst or similar role
Strong proficiency in financial modeling and analysis
Advanced knowledge of Excel
Excellent analytical and problem-solving skills
Strong attention to detail and accuracy
Ability to communicate complex financial information clearly
Experience with SAAS business model and requisite KPIs and Analytics
Experience with financial planning software especially Adaptive Insights and NetSuite is a plus
Must be comfortable managing geographically diverse business units
Strong verbal, written and interpersonal communication skills
Must show initiative, be hands-on, work well both independently on projects and as part of a team
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
Excellent project management skills and ability to drive projects to completion
Flexibility to meet continuously changing priorities and challenges

Monthly Compensation Range

MXN $31,000 - $37,000 per month Base salary is one component of total compensation. The above represents the expected 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.

Benefits

We offer a competitive benefits program including:

Privatized Medical, Dental & Vision Coverage
Flexible Time Off (FTO), wellbeing days, paid holidays, and Summer Fridays
Holiday Bonus, 15-day Aguinaldo
Hybrid Work Schedule & Catered Lunch
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.

Life at SimplePractice

Thrive Here & What We Value1. Practitionerfirst approach in everything we do | 2. Dedicated team that strives to improve the health and wellness industry by building innovative solutions for practitioners and their clients | 3. Unparalleled support for customers | 4. Passionate about collaboration and technology to provide a worldclass experience for customers | 5. Nontraditional business hours availability, including weekends and evening hours, to help manage response time goals throughout the entire week.</s> | Practitioner-first approach in everything we do | Health and wellness industry focus | Suite of products to support practitioners on their clinical journey</s> | SimplePractice values simplicity, humility, and collaboration | Emphasis on empowering private practices to succeed | Focus on generating a positive impact in the mental health industry | Multinational teams with opportunities for participation in face-to-face meetings both in Mexico and the US</s> | 1. Dedicated team focused on improving the health and wellness industry by building innovative solutions for practitioners and their clients. | 2. Allin-one platform to manage practices and tools/resources to thrive as a practitioner/business owner. | 3. Competitive benefits program including privatized medical, dental & vision coverage, work from home stipend, flexible time off (FTO), wellbeing days, paid holidays, summer Fridays, monthly meal reimbursement, holiday bonus, 15day Aguinaldo, hybrid work schedule & catered lunch. | 4. Employee Resource Groups (ERGs) for a diverse and inclusive workplace culture.</s> | Empowering clinicians through data-driven innovations | Welcoming and dynamic environment for AI enthusiasts</s> | Dedicated to improving the health and wellness industry by building a suite of innovative solutions for practitioners and their clients | All-in-one platform to manage their practice and tools and resources to thrive as a practitioner and business owner | Small business owners who dedicate their careers to helping others</s> | 1. Innovationdriven | 2. Customercentric | 3. Collaborative | 4. Supportive | 5. Resultsoriented</s> | Practitioner-first approach in everything we do makes it possible for health and wellness practitioners to devote more time to their clients while they use SimplePractice to start, grow, and maintain a successful private practice. | Dedicated team focused on improving the health and wellness industry by building a suite of innovative solutions for practitioners and their clients.</s> | Flexible Time Off (FTO), wellbeing days, paid holidays, and Summer Fridays | Holiday Bonus, 15-day Aguinaldo | California Job Applicant Privacy Notice</s> | Dedicated team is focused on improving the health and wellness industry by building a suite of innovative solutions for practitioners and their clients.</s> | Dedicated to improving the mental health industry through innovative solutions for professionals and clients | Focus on supporting professional success while providing exceptional customer service | Emphasis on teamwork and collaboration across departments</s> | We think big | Take simplicity seriously | Come as we are | Act with humility | Built on trust</s> | Supporting customer success is our top priority at SimplePractice.</s> | Innovative Solutions for Practitioners and Clients | Geographically Diverse Business Units | Flexible Time Off and Wellbeing Days | Holiday Bonus and Aguinaldo | Hybrid Work Schedule and Catered Lunch</s> | 2. Dedicated to improving the health and wellness industry by building a suite of innovative solutions for practitioners and their clients. | 3. Focus on supporting practitioners on their clinical journey to becoming licensed, helping them manage their business and practice once they’re up and running, and enabling new clients to discover and interact with practitioners.</s> | SimplePractice is headquartered in Los Angeles, California, but we have team members who work and live across the United States, Dominican Republic, Mexico City, and Ukraine. | We are the world’s leading health practice management software. | Our mission is to empower private practices to thrive. | At SimplePractice, culture is our foundation. It influences the way we work, how we serve our customers, and how we approach accomplishing our mission. | We have five core values that we strive to embody every day: We think big, take simplicity seriously, come as we are, act with humility, and are built on trust. | Connection and collaboration are also key to our success. You will work with our talented multi-national teams and have opportunities to participate in onsites in both the US and Mexico.</s> | 2. Health and wellness industry focus | 3. Innovative solutions for practitioners and their clients | 5. Competitive benefits program including privatized medical, dental & vision coverage, work from home stipend, flexible time off, wellbeing days, paid holidays, summer Fridays, monthly meal reimbursement, holiday bonus, 15day Aguinaldo, hybrid work schedule & catered lunch, relocation bonus for candidates joining us from a different city.</s> | Culture is everyone's responsibility at SimplePractice | Connection and collaboration are key to success | Startup Savvy: understanding the fast pace, scrappiness, and flexibility required for success | Collaborative and inclusive work environment that embodies continuous learning and growth.</s> | Health and wellness practitioners can devote more time to their clients while they use SimplePractice to start, grow, and maintain a successful private practice.</s>