Spring Venture Group

  • Executive Vice President of Financial Planning and Analysis

    Req No
    Regular Full-Time
    US-MO-Kansas City
  • Company Overview

    Who We Are:

    Spring Venture Group is a leading digital direct-to-consumer sales and marketing company with product offerings focused on the senior market. We specialize in distributing Medicare Supplement, Medicare Advantage, and related products via our family of brands and dedicated team of licensed insurance agents. Powered by our unique technologies that combine sophisticated marketing, comparison shopping, sales execution, and customer engagement - we help thousands of seniors across the country navigate the complex world of Medicare every day.


    Job Specific

    What We Want:

    We are seeking an EVP of Financial Planning & Analysis, this role reports to our CFO and is based in our corporate headquarters in Kansas City, MO. This individual will lead the Financial Planning and Analysis function for Spring Venture Group including supporting all business lines for budgeting and forecasting, product profitability, marketing analysis, carrier contract modeling, hiring plans and new project evaluation.



    • Build deep and trusted partnerships with senior leaders across the organization to help optimize and strategize around investment decisions
    • Partner with the CFO and business leaders to oversee the company’s monthly forecasting and annual budgeting processes and long-term plan
    • Identify risks and opportunities to management and recommend strategies to achieve company financial goals (monthly, quarterly, annual and long-term)
    • Provide ongoing mentorship, training, and development of direct and indirect reports, potentially across different office locations
    • Ensure consistent monthly, quarterly and annual communication of results, forecasts and action plans to executive management, department heads and other business partners
    • Support key decisions (e.g. prioritize new growth opportunities, magnitude and timing of infrastructure investment) by leading the team to produce financial models for recommendations to senior management
    • Provide thought leadership on major initiatives directed at driving cost efficiencies in support of long-term planning
    • Continually improve processes and ensure consistencies, drive change as necessary, and elevate the level of reporting for the overall company, subsidiaries and individual departments
    • Be forward thinking and focus on continually developing information, trends and instincts to help predict issues before they occur
    • Play a key role in the creation of Board materials and content for monthly business reviews


    • Minimum 12 years of experience in finance and treasury, with a minimum of 5 years leading an FP&A organization
    • Bachelor’s degree in finance, economics or accounting
    • Must be highly organized with an attention to detail
    • Strong experience leading budgeting processes for complex organizations
    • Strong problem-solving skills with a focus on process improvement
    • Collaborate effectively and desire to work in a team environment
    • Excellent analytical, interpersonal, communication and presentation skills
    • MBA a plus


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