Strategic Finance, Sr Associate
Posted 9 days ago
simplifiFort Worth (TX)
Financial and Investment AnalystsPortfolio Management and Investment Advice
SENIORITY
Senior
About the role
Simpli.fi provides marketing technologies, solutions, and workflow automation for advertisers and agencies of all sizes. We specialize in helping organizations that operate across many locations, jurisdictions, or local markets, where location matters and incrementality counts, by uniting data, automation, and intelligence to drive measurable growth. Our platform powers highly targeted, high-volume campaigns across omnichannel environments including CTV, native, mobile, display, and social. We deliver transparent performance with local precision at national scale. Simpli.fi enables marketers, from multi‑location brands and independent agencies who serve them, to political, advocacy, and public‑affairs organizations, to activate locally relevant messaging, measure real‑world impact, and generate clear, actionable insights. Simpli.fi is backed by leading private equity firms Blackstone and GTCR.
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
Key Qualifications
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
Benefits & Perks
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.
#J-18808-Ljbffr
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
More like this
