Senior FP&A Lead, Spark
+ Equity
More information about location
Helping Medicare brokers build the insurance business of their dreams
Posted today
Helping Medicare brokers build the insurance business of their dreams
21-100 employees
Posted today
+ Equity
More information about location
21-100 employees
Company mission
To help independent Medicare brokers build the insurance business of their dreams.
Role
Who you are
- We’re looking for individuals who are high horsepower and high throughput, with the ability to synthesize complex data into clear narratives and actionable recommendations
- 4-6+ years of business operations, investment banking, accounting, consulting, or private equity experience
- Strong strategic thinking with ability to translate data into narratives and action plans
- Solid grounding in accounting fundamentals and experience managing external accountants or auditors
- Deep analytical and modeling skills
- Track record of operational execution with strong attention to detail and follow-through
- Proven project management skills in ambiguous, cross-functional environments
- Self-starter with ownership mentality and ability to thrive in a high-growth environment
- Healthcare experience is preferred, but not required
- Join us if you’re excited to redefine an industry and shape what the next era of insurance should look like
What the job involves
- We’re looking for a highly analytical and execution-oriented FP&A Lead to drive strategic planning, budgeting, forecasting, and financial management across the organization
- This role will report into the VP of Strategy and work closely with Finance, Operations, and the leadership team to deliver insights, improve decision-making, and support growth
- The FP&A Manager will also oversee accounting workflows and serve as the primary liaison with our external accounting firm to ensure accuracy, compliance, and timely reporting
- Create and own Company forecast budget model for revenue, expenses, and cash flow
- Oversee day-to-day accounting workflows in partnership with our third-party accounting firm
- Ensure timely and accurate monthly closes, reconciliations, and financial reporting
- Conduct financial & variance analyses on business performance, operational trends, and cost drivers to support decision-making and improve efficiency
- Create dashboards and scorecards for Board and leadership team to track KPIs and performance
Our take
Medicare is the national health insurance package for US citizens over the age of 65, with most people that seek to enrol in a plan making use of brokers to help them evaluate and select options. Spark is a technology company and “concierge” service that partners with independent Medicare brokers and provides a platform that helps them navigate and build retirement benefit packages for customers.
Handling the marketing, sales support, back office, and compliance requirements of Medicare brokering, Spark bridges the gap between insurance agents and their customers. The company already has partnerships with more than 100 leading Medicare agencies that represent over 3400 brokers, a good starting point from which to grow.
Agetech is a growing market, due to an aging population and longer lifespans, and Spark has benefitted from an increased demand and interest in Medicare brokering. Highlighting this is its 2024 raise of a $25 million Series B funding round that will support its future growth and product development.
Steph
Company Specialist at Welcome to the Jungle
Company
Funding (last 2 of 4 rounds)
Jan 2024
$25m
SERIES B
Jan 2023
$15m
SERIES A
Total funding: $53.6m
Company benefits
- Paid holidays - Everyone needs a healthy, happy, and productive life. This means you'll need time to rest & recover without restrictive holiday limits
- Flexible, remote working - We want you to work when and where you're most productive, whether you’re an early bird or a night owl
- Medical, dental and vision benefits - Enjoy the best medical, dental and optical coverage money can buy. We've got you and your family covered for all eventualities
- Meaningful equity - You’ll be contributing to the team's success, so you deserve to share in it. Everyone in our team gets a meaningful equity allocation
- Top of the line equipment - We’ll set you up with the right tools to do your best work—starting with a MacBook Pro, 4K monitors, & the right software to get the job done
- Parental Leave - Up to 12 weeks for birthing parents and up to 8 weeks for non birth parents
- 2 week Sabbatical after 5 years of employment
- Wellbeing Perks through SpringHealth, OneMedical, PerkSpot, and SoFi
- Monthly Remote Work Stipend (help cover costs of home-office needs)
- 401K
- A team that cares - You’ll be joining a team of smart, capable, helpful people that want you to win, our clients to be wowed, and our business to grow
Company values
- Take nothing for granted: We serve partners and clients with unique needs and backgrounds. Our team's empathy reflects that diversity
- Strive for excellence: We are ambitious, self-reflective and committed to growth
- Explicit accountability, broad responsibility: We clearly identify ownership, anticipate the needs of our teammates, and reward proactive initiative
- Succeed as a team: We celebrate wins, small and large, and recognize that success is a team effort
Company HQ
Civic Center, New York, NY
Articles
Leadership
James Jiang
(Co-Founder & CEO)Previously Co-Founder at Roster, Analyst at Night Owl Capital and part of the Restraucturing and Reorganisation Team at The Blackstone Group.
Diversity, Equity & Inclusion at Spark
- At Spark, we are committed to hiring the best team to serve our clients regardless of their background. We need diverse perspectives to reflect the diversity of our problems and the population we serve. We look to hire people from a variety of backgrounds, including, but not limited to, race, age, sexual orientation, gender identity and expression, national origin, religion, disability, and veteran status.
Share this job
View 8 more jobs at Spark