Financial Controller

Designation: Finance Controller – Business Unit

Location: Pune (Magarpatta)

Type: Hybrid (2-3 days work from office)

Experience Level: 6 to 10 Years

Qualified Chartered Accountant (CA) — this is a core requirement for the role

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.