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.