Strategic Finance Lead

The role

You will own Spark's economics, including unit economics, revenue, and cash forecasting. You will build financial models, lead annual planning, and act as a finance connection to sales, product, and operations teams.

What you will do

• Build and own Spark's unit economics at every level
• Turn carrier and commission data into repeatable processes and analyses
• Be the source of truth for unit economics
• Forecast revenue and cash under different assumptions
• Own the drivers behind the forecast
• Help lead annual planning, targets, and KPIs
• Support new financial products for agency partners
• Build investor and board analysis and models for new business lines
• Provide leadership with fast, clear answers and recommendations
• Link finance to sales, partner success, operations, product, and data teams

Required qualifications

• 5–7+ years in strategic finance, FP&A, investment banking, consulting, private equity or credit
• Excellent financial modeling, including linking operating drivers to revenue and cash flow
• Track record of turning raw, unstructured data into repeatable processes and analyses using tools like SQL, Power Query, Python, or AI tools
• Sound judgment with imperfect data
• Ability to take a vague question to a clear recommendation
• Clear, concise communication with executives, board members and outside partners

Nice to have

• Experience in insurance, insurance distribution, Medicare, fintech, lending or another commission-based business
• Structured finance, receivables financing or credit analysis
• Experience with Snowflake, Hex or similar tools
• M&A modeling

Benefits

• Equity compensation
• Health care, including dental and vision
• Flexible work location; co-working available
• 401k
• Paid Time Off
• Monthly Remote Work Stipend
• Paid Parental Leave
• Up to 14 weeks for birthing parents
• Up to 8 weeks for non-birth parents
• 11 paid holidays
• 2 week sabbatical at 5 years of employment
• Wellbeing Perks through SpringHealth, Calm, and more!

Before you apply

• All work must be conducted from an approved location within the U.S.
• Spark uses the E-Verify program to confirm employment eligibility

About the company

Spark is a fast-growing Medicare platform that combines AI, an industry-leading CRM, and client services to transform how brokers acquire, enroll, and support clients. The team is backed by Primary Ventures and Viewpoint Ventures.