Strategic Finance Lead
About The Position
Spark Advisors is hiring a Strategic Finance Lead to build and own the financial analysis that supports decisions about investment, growth funding, and new products. Reporting to the Director, Strategic Finance, this role owns Spark’s economics across applications, enrollments, partner agencies, sales channels, carriers, and new initiatives; forecasts revenue and cash; and helps lead annual planning and target-setting. The position works closely with the COO and CEO and serves as finance’s connection to sales, partner success, operations, product, data, and an outsourced finance partner. Much of the financial foundation is still being built, offering the opportunity to shape how a fast-growing company makes decisions. The role is hybrid and based in Spark’s New York City office in the Flatiron District. Spark builds technology for independent Medicare advisors, combining AI, a CRM, and client services to help brokers acquire, enroll, and support clients. The company describes itself as a fast-growing, mission-driven startup focused on expanding access to quality healthcare.
Requirements
- 5–7+ years of experience in strategic finance, FP&A, investment banking, consulting, private equity, or credit; ideally including experience at a growth-stage company.
- Excellent financial modeling skills, including linking operating drivers to revenue and cash flow.
- Track record of turning raw, unstructured data into repeatable processes and analyses, using suitable tools such as SQL, Power Query, Python, AI tools, or others.
- Sound judgment when working with imperfect data, including the ability to identify implausible figures and trace their causes.
- Ability to turn vague questions into clear recommendations independently.
- Clear, concise communication with executives, board members, and external partners.
Nice To Haves
- 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 for applications, enrollments, partner agencies, sales channels, carriers, and new initiatives, including value to Spark and its partners and how long that value lasts.
- Turn inconsistent carrier and commission data into repeatable monthly processes and analyses.
- Serve as the source of truth for unit economics used by other teams in business cases.
- Forecast revenue and cash across near-term, current-year, and multi-year periods under different assumptions.
- Own forecast drivers, including partner agencies, agents, applications, quality, retention, revenue, and cash.
- Work with the outsourced finance partner to keep the financial model accurate and easy to adjust.
- Help lead annual planning, including the operating plan, targets, and tracked KPIs.
- Support financial products for agency partners through analysis for capital partners, performance tracking, and eligibility criteria.
- Build investor and board analyses and models for new business lines.
- Provide leadership with timely answers 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 analyses.
- Provide business context and feedback to the outsourced finance partner to improve models 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; co-working available
- 401(k)
- Paid time off
- Monthly remote work stipend for home-office needs
- 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 more
- Company retreats
- Choice between equity and cash as part of compensation
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
