Finance Lead

Location: Pune (Magarpatta)Experience Level: 2-5 YearsAbout UsSimplify Healthcare is one of the fastest-growing healthcare technology solutions providers serving the US health insurance (Payer) industry. Headquartered in Chicago with a Global Delivery Centre in Pune, we are trusted by 65+ payer organizations and supported by a team of 800+ professionals.We specialize in delivering SaaS-based enterprise software solutions focused on product and benefits configuration, provider lifecycle management, and more. In 2023, we launched Simplify Health Cloud™, our flagship Payer Platform, reinforcing our leadership in cloud-native, low-code configurable solutions for the healthcare sector.With the strategic acquisition of Virtical.ai in 2024, we continue to accelerate innovation through AI integration-leveraging LLMs, conversational AI, and cloud-based intelligence to modernize payer operations.Role OverviewThe Finance Lead will play a critical role in driving key finance operations, financial planning, reporting, and compliance activities. This is a hands-on role requiring strong analytical capability, financial acumen, and a proactive partnership approach with cross-functional teams. The ideal candidate brings solid grounding in accounting, FP&A, and statutory compliance, with the ability to lead deliverables through a small team and external partners in a fast-paced environment.Key ResponsibilitiesFinancial Planning & Analysis (FP&A)- Support the development and execution of annual budgets, forecasts, and monthly financial reviews. - Prepare and maintain financial models and reports to support management decision-making. - Track and analyze key performance indicators, providing insights to drive business performance.Budgeting & Forecasting- Drive the budgeting process across business units and ensure timely and accurate consolidation. - Deliver variance analysis, commentary, and actionable recommendations for performance improvement. - Partner with department heads to align financial objectives with operational goals.Financial Reporting & Compliance- Ensure accurate accounting, monthly/quarterly book closure, and reporting in compliance with local and global standards. - Support statutory audits, tax filings, and other regulatory requirements in collaboration with internal and external partners. - Strengthen internal controls and financial governance processes.Business Partnership & Operations- Collaborate with business leaders to provide financial insights and enable informed decision-making. - Evaluate cost structures and identify opportunities for process optimization and efficiency. - Support implementation of systems and automation initiatives to streamline finance operations.Team Leadership- Guide and mentor team members to ensure timely, accurate, and compliant financial deliverables. - Foster a culture of ownership, accuracy, and continuous improvement within the team.Qualifications & Experience- Qualified Chartered Accountant (CA) - this is a core requirement for the role. - 2-5 years of post-qualification experience across accounting, FP&A, or related finance roles, with increasing levels of responsibility. - Big4 experience is a plus. - Strong understanding of financial reporting, statutory compliance, and internal controls. - Prior experience in SaaS, technology product, or service-based organizations preferred. - Hands-on exposure to financial tools/ERPs (e.g., Quick Books, Tally) will be an advantage. - Excellent analytical, problem-solving, and communication skills. - Ability to operate independently and manage multiple priorities in a dynamic environment.