Finance Lead
3 days ago
Location:
Pune (Magarpatta)
Experience Level:
2-5 Years
About Us
Simplify 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
in 2024, we continue to accelerate innovation through AI integration-leveraging LLMs, conversational AI, and cloud-based intelligence to modernize payer operations.
Role Overview
The
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 Responsibilities
Financial 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.
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