Director of Analytics & Strategic Finance (CFO-Track)

At Advocate, we don’t just push paper—we push boundaries. We don’t wait for change—we build it. And we’re inviting you to build with us. Our mission is clear: fix federal government access from the outside in. By cutting through red tape and leveraging technology and empathy at scale, we’re making sure millions of Americans get the benefits they deserve—faster, more efficiently, and with dignity.

We’re looking for a relentless finance-and-data operator to step in as Director of Analytics & Strategic Finance—a partner to our CEO who thrives on financial modeling, business intelligence, and execution. This isn’t just a role; it’s a CFO-track opportunity for someone ready to own the financial backbone of a fast-scaling company. You’ll be the engine behind our financial and operational analytics systems—building models, forecasts, and dashboards that shape how we scale with discipline and impact.

• Financial Modeling & Analysis – Build and maintain world-class models, run scenario analyses, and generate insights that drive strategic and fundraising decisions.

• Forecasting & Planning – Own FP&A, including revenue forecasts, unit economics, and long-range planning that inform company strategy.
• Operational & Marketing Analytics – Develop and own the core suite of dashboards that track the entire client lifecycle, from initial lead to case resolution. This includes monitoring key metrics like CAC by case stage, channel quality, and lead-to-stage funnel velocity.
• Business Intelligence & Reporting – Design and implement dashboards and reporting systems (BI tools, SQL, Sheets) that turn raw data into actionable insights.
• Strategic Finance Projects – Lead fundraising support, investor materials, financial diligence, and capital strategy alongside the CEO.

• Cross-Functional Finance & Analytics Partnering – Collaborate across operations, marketing, and product to tie financial and data strategy directly to execution.

• 3–5 years of relevant experience in investment banking, venture capital, FP&A, or corporate finance. You’ve built complex models, stress-tested assumptions, and delivered analysis that influenced big decisions.

• Crusher modeler—you’re exceptional in Excel/Sheets, able to build, audit, and adapt models that stand up to scrutiny.

• Data-driven problem solver—you can pull, manipulate, and interpret data using BI tools or SQL to find clarity fast.

• Strategic communicator—adept at distilling complexity into clear stories using PowerPoint, Figma, or a sharp memo.

• Builder mindset—you don’t just analyze problems, you solve them, fast and effectively.

• Future leader—you see this as the pathway to Head of Finance/CFO and are eager to grow into that responsibility.

We march forward, no matter the obstacles. We take on challenges others shy away from, because we know big change starts with bold action. You’re not here for a job—you’re here for a mission. You see bureaucracy and inefficiency as puzzles to be solved, and you won’t stop until we’ve built a better system for millions of people.

This is a fully hybrid remote position, with monthly expectations to collaborate with the NYC based CEO in person. Advocate is an equal opportunity employer, and we value diverse perspectives both in and outside the workplace.

If this is speaking your language, don’t wait—drop an email to [email protected] and tell us how you’re ready to help change one million lives.