Finance Lead

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 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 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.