S

symplr

Healthcare operations software and credentialing services

FP&A Analyst

Full-TimeDeadline 8/11/27
No salary listed
Mid
Bachelor's, MBA
Bengaluru, Karnataka, India
In Person
Finance & BankingCorporate Finance & FP&A

About the job

Requirements
  • B.Com or MBA in Finance and Accounting.
  • At least 3 years of progressive experience in finance, FP&A, business finance, investment banking, corporate finance, consulting, analytics, or a related area.
  • Strong financial modeling, Excel, analytical, and problem-solving skills, including the ability to manage detail and present a clear business story.
  • Working knowledge of workforce planning, scenario analysis, variance analysis, cost-center reporting, vendor analytics, and productivity metrics.
  • Comfort working with planning systems, business intelligence tools, ERP/financial systems, and large datasets.
  • Strong ownership, intellectual curiosity, and willingness to question surface-level answers.
  • High attention to detail, strong documentation habits, and commitment to accurate, timely, explainable work.
  • Ability to clearly communicate analysis, risks, and drivers to finance and non-finance stakeholders.
  • A practical process-improvement mindset, scalable reporting orientation, and commitment to continuous learning.
Responsibilities
  • Support Engineering/R&D FP&A with recurring analysis, reporting, and decision support across workforce, capacity, roadmap investment, technical cost structure, and productivity.
  • Translate engineering priorities, product and platform initiatives, security work, technical debt, AI and platform investments, and maintenance activity into structured analysis and model inputs.
  • Prepare monthly Engineering financial review materials, variance analysis, metrics packages, and supporting schedules for review with Engineering and FP&A leadership.
  • Partner with Product and Professional Services FP&A as needed to analyze roadmap affordability, product commitments, implementation implications, and build-versus-buy economics.
  • Maintain detailed Engineering/R&D planning and forecast models aligned with Corporate FP&A templates, calendars, definitions, and submission standards.
  • Build and update workforce models by team, location, product or platform area, initiative, employee and contractor mix, hiring status, and forecast period.
  • Support monthly forecasting, annual planning, variance analysis, and scenario analysis for Engineering/R&D spend, headcount, contractors, vendors, cloud and tooling, and other technology-related costs.
  • Prepare accurate, timely, documented forecast inputs that Engineering FP&A leadership and Corporate FP&A can review, consolidate, and explain.
  • Support R&D capitalization and OpEx/CapEx analysis by organizing inputs, tracking activity, maintaining supporting schedules, and partnering with Accounting/CAO under FP&A leadership guidance.
  • Analyze cloud, tooling, vendor, contractor, and technology infrastructure spending tied to engineering productivity and cost efficiency.
  • Maintain reporting and analysis on R&D spend as a percentage of revenue, cost by product/platform/initiative, capitalized versus expensed development, innovation versus maintenance capacity, and location mix.
  • Support vendor rationalization, contractor mix, location strategy, and build-versus-buy analysis by preparing datasets, trends, comparisons, and scenario outputs.
  • Create and maintain repeatable reports, dashboards, and analysis packs to improve visibility into Engineering investment, capacity, productivity, and trade-offs.
  • Ensure Engineering FP&A outputs are accurate, traceable, documented, and consistent with FP&A definitions, KPI standards, model architecture, and version-control expectations.
  • Identify opportunities to simplify, automate, and improve recurring analysis and reporting using planning tools, BI tools, and analytical automation.
  • Maintain data hygiene across headcount, vendor, contractor, capitalization, cloud/tooling, and cost-center reporting inputs.
  • Develop fluency in Engineering/R&D operations, technology cost drivers, and symplr’s product/platform investment model.
  • Operate as an embedded tower resource, building functional depth to anticipate questions and improve analysis quality over time.
  • Collaborate across U.S. and India time zones while balancing responsiveness with high-quality, organized analytical output.
  • Bring curiosity, ownership, and a continuous-improvement mindset to the FP&A function.
Desired Qualifications
  • Experience supporting Engineering, Technology, Product, R&D, SaaS, enterprise software, healthcare technology, or similarly complex operating environments.
  • Experience with workforce planning, headcount modeling, variance analysis, forecast support, vendor/contractor spend analysis, or management reporting.
  • Exposure to PE-backed, high-growth, scaling, multi-product, or operationally complex businesses.
  • Familiarity with R&D capitalization, OpEx/CapEx concepts, cloud/tooling cost analysis, and technology cost structures.
  • Curiosity about automation and AI-enabled analytical improvements.

About the company

Symplr provides enterprise healthcare operations software and services to hospitals to simplify administrative tasks. Its Symplr Operations Platform unifies multiple operations tools via shared services and APIs to automate and connect workflows across facilities. Core products include Symplr Access for secure facility access and vendor check-ins with high compliance, and Symplr CVO for provider credentialing and payer enrollment, reducing admin workload. The platform aims to reduce administrative burden and improve clinical and financial outcomes by offering an integrated, compliant workflow solution across a large network of hospitals.

Company Size

1,001-5,000

Company Stage

Debt Financing

Total Funding

$311M

Headquarters

Houston, Texas

Founded

2006

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Simplify Jobs

Simplify's Take

What believers are saying

  • February 2026 ViVE launches added AI scheduling, contract redlining, and vendor access tools.
  • March 18, 2026 ShiftMed integrated with Smart Square, expanding real-time clinician fulfillment.
  • June 29, 2026 CFO Andrew Langford and April 13 CEO Venkat Kavarthapu strengthened execution.

What critics are saying

  • September 2026 refinancing confirms distress: $175 million preferred equity and $103.5 million debt.
  • First-lien debt matures in 2027; nonparticipants get subordinated, crushing recovery value.
  • AI-driven workflow commoditization threatens symplr's software moat and recapitalization fails without lender support.

What makes symplr unique

  • Symplr sits in nine of 10 U.S. hospitals, embedding itself deeply into operations.
  • Its Operations Platform unifies workforce, access, contracts, and provider data across workflows.
  • Smart Square won Best in KLAS in 2025 and 2026 for scheduling.

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Benefits

  • Flexible Work Hours
  • Remote Work Options

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

3%
PR Newswire
Oct 6th, 2026
Symplr secures $280M refinancing to extend debt maturities and support healthcare software growth

Symplr, a healthcare operations software provider, has secured commitment letters for a refinancing transaction that will extend debt maturities and provide approximately $280 million in new capital. The deal, expected to close by end of October, extends the company's first-lien term loan and revolving credit facility to December 2030, whilst second-lien term loans mature in June 2031. The refinancing includes substantial new investment from sponsors Clearlake Capital Group and Charlesbank Capital Partners. The transaction aims to enhance liquidity, reduce near-term cash interest requirements, and provide greater financial flexibility for the company's growth strategy. Chief executive Venkat Kavarthapu said the refinancing creates additional runway to execute strategy and invest in the business. Symplr's platform serves nine of 10 US hospitals and over 400 health plans.

MTS Partners
Sep 25th, 2026
Healthcare technology & tech-enabled services week in review: 10/2/2026.

Healthcare technology & tech-enabled services week in review: 10/2/2026. Healthcare technology & tech-enabled services week in review: 9/25/2026. September 25, 2026. Key highlights from this week include: * Angle Health, an AI-powered healthcare benefits platform, raised $600mm in equity financing including a $200mm Series C financing round and a $400mm tender offer led by Vitruvian Partners at a $2.7bn valuation * Heidi, an AI-powered care partner platform, received a $240mm growth investment from General Catalyst concurrent with a $100mm Series C financing round led by Blackbird at a $900mm valuation * Symplr, a healthcare operations software platform, received a $175mm preferred equity investment from existing sponsors Clearlake Capital and Charlesbank Capital Partners as part of a broader recapitalization * Rightway, a pharmacy benefits and care navigation company, raised $155mm in a Series E financing round led by Francisco Partners * Blackstone-backed Ascend Learning acquired M7 Health, an AI-powered clinical scheduling and workforce management platform * Ardan Equity made a strategic investment in Clinical Ink, a clinical trials software provider, alongside existing investor GI Partners at a $400mm valuation

GFM Limited
Sep 22nd, 2026
Clearlake and Charlesbank to inject $175m into distressed Symplr.

Clearlake and Charlesbank to inject $175m into distressed Symplr. * September 22, 2026 * - 10:34 am Private equity firms Clearlake Capital Group and Charlesbank Capital Partners have agreed to provide around $175m of preferred equity to healthcare software provider Symplr as part of a restructuring designed to shore up the company's finances and push out debt maturities, according to a report by Bloomberg. The report cites unnamed people familiar with the matter as revealing that the sponsors have reached an agreement with several groups of creditors on the proposed recapitalisation and are seeking wider lender support. Under the terms being discussed, Clearlake and Charlesbank will defer interest payments on newly issued junior-ranking debt, helping Symplr preserve cash as it works through its financial challenges. Separately, second-lien lenders are expected to provide $103.5m of additional financing through a first-out second-lien loan. The facility would rank ahead of existing second-lien debt and would be available to other junior-ranking creditors. The restructuring follows months of negotiations between Symplr and its lenders as the company's debt has traded at distressed levels amid broader concerns about the impact of artificial intelligence on the software sector. Symplr's debt has faced particular pressure. Its loans were among the largest markdowns recorded by an Ares private credit fund during the first quarter, while Moody's Ratings downgraded Symplr and its debt further into junk territory in July, citing an increased risk of restructuring. As part of the proposed transaction, existing second-lien lenders would receive a 100-basis-point increase in their coupon. The debt would carry a combination of cash interest and payment-in-kind interest, according to people familiar with the terms. Holders of Symplr's first-lien term loan, which matures in 2027, would also receive a 100-basis-point coupon increase in return for extending the maturity by three years. The revised loan documentation would include stronger protections for participating lenders. Creditors that choose not to take part in the proposed exchange would be pushed to the bottom of Symplr's capital structure and lose certain covenant protections. Symplr's approximately $1.2bn first-lien term loan was recently quoted at about 71.4 cents on the dollar, compared with around 78 cents in early March and 86.5 cents at the beginning of January. Its nearly $290m second-lien term loan, due in 2028, was recently quoted at about 70 cents. Symplr is held through a continuation vehicle containing the healthcare software company as its sole asset, according to a 2022 company announcement. Representatives for Clearlake, Charlesbank and Ares Capital reportedly declined to comment, while Symplr reportedly did not respond to requests for comment.

Mint
Sep 21st, 2026
Symplr secures $175M equity injection and $103.5M loan from PE backers amid restructuring

Symplr Software's private equity backers, Clearlake Capital Group and Charlesbank Capital Partners, have agreed to inject approximately $175 million of preferred equity into the distressed healthcare software provider. The restructuring deal includes multiple debt securities and extended repayment timelines. Second-lien lenders, including Ares Capital Corp., will provide $103.5 million in fresh funding structured as a first-out second-lien loan. Clearlake and Charlesbank have agreed to defer interest payments on new junior-ranking debt to conserve cash. The deal follows months of negotiations after concerns about artificial intelligence's impact hit software companies earlier this year. Symplr's roughly $1.2 billion first-lien term loan recently traded at 71.4 cents on the dollar, down from 86.5 cents in January. Existing lenders will receive 100-basis-point coupon increases in exchange for extending maturities.

PR Newswire
Jun 29th, 2026
symplr appoints Andrew Langford as CFO to drive AI-powered healthcare innovation

symplr, a healthcare operations software provider backed by Clearlake Capital Group and Charlesbank Capital Partners, has appointed Andrew Langford as chief financial officer. Langford brings extensive experience in finance leadership, strategic transformation and mergers and acquisitions. Previously, Langford served as executive vice president at Zelis, overseeing financial strategy, treasury and operational planning. He also spent nearly a decade at Global Payments in senior finance roles, with significant experience in investor relations and growth strategy across the Americas and Europe. As CFO, Langford will oversee financial planning, accounting, treasury, investor relations and M&A functions. He succeeds Tom Fink, who served as interim CFO since early 2026. The appointment comes as symplr scales its investment in AI-powered innovation for healthcare operations.