Strategic Finance Lead

Spark Advisors • New York City, NY

3d • Hybrid

About The Position

Spark Advisors is hiring a Strategic Finance Lead to build and own the financial analysis that supports the company’s growth decisions. Reporting to the Director, Strategic Finance, this role will establish trusted views of Spark’s economics across applications, enrollments, partner agencies, sales channels, carriers, and new initiatives, including how much value each generates for Spark and its partners and how long that value lasts. The role will turn commission and enrollment data into repeatable monthly analysis, maintain and improve forecasting assumptions, and help lead annual planning and target-setting.

The Strategic Finance Lead will forecast revenue and cash across multiple time horizons and scenarios, own the operating drivers behind those forecasts, and collaborate with Spark’s outsourced finance partner, who maintains the model mechanics. The position will also support financial products for agency partners, including analysis for capital partners, performance tracking, and eligibility criteria; prepare investor and board analysis; and model potential new business lines. The role will provide leadership with timely recommendations and connect finance with sales, partner success, operations, product, and data teams.

This is a hybrid role based in Spark’s New York City office in the Flatiron District. Spark describes itself as a fast-growing Medicare platform combining AI, a CRM, and client services to support brokers and their clients.

Requirements

• 5–7+ years of experience in strategic finance, FP&A, investment banking, consulting, private equity, or credit.
• Excellent financial modeling skills, including linking operating drivers to revenue and cash flow.
• Track record of converting raw, unstructured data into repeatable processes and analyses using suitable tools.
• Sound judgment with imperfect data, including the ability to identify questionable numbers and trace their causes.
• Ability to turn vague questions into clear recommendations without step-by-step direction.
• Clear, concise communication with executives, board members, and external partners.

Nice To Haves

• Experience at a growth-stage company.
• Experience in insurance, insurance distribution, Medicare, fintech, lending, or another commission-based business.
• Experience with structured finance, receivables financing, or credit analysis.
• Experience with Snowflake, Hex, or similar tools.
• M&A modeling experience.

Responsibilities

• Build and own unit economics across applications, enrollments, partner agencies, sales channels, carriers, and new initiatives, including the value generated for Spark and its partners and how long that value lasts.
• Turn inconsistent carrier and commission data into repeatable processes and analyses that are refreshed monthly.
• Serve as the source of truth for unit economics used by other teams in business cases.
• Forecast revenue and cash over near-term, annual, and multi-year periods under varying assumptions.
• Own forecast drivers, including partner agencies and agents, applications, quality, retention, revenue, and cash.
• Work with the outsourced finance partner to maintain an accurate, adjustable financial model.
• Help lead annual planning, including the operating plan, targets, and KPIs.
• Support financial products for agency partners through capital-partner analysis, performance tracking, and eligibility criteria.
• Build investor and board analysis and models for potential new business lines.
• Provide leadership with fast, clear responses and recommendations on time-sensitive questions.
• Connect finance with sales, partner success, operations, product, and data teams; understand business drivers and incorporate them into forecasts and analysis.
• Provide business context and feedback to the outsourced finance partner to improve the model and reporting.
• Work with the data team and finance operations to define finance data needs and maintain data accuracy.

Benefits

• Equity compensation
• Health care, including dental and vision
• Flexible work location, with co-working available
• 401(k)
• Paid time off
• Monthly remote work stipend
• Paid parental leave: up to 14 weeks for birthing parents and up to 8 weeks for non-birth parents
• 11 paid holidays
• Two-week sabbatical after five years of employment
• Wellbeing perks through SpringHealth, Calm, and other providers

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed