Director, FP&A

The Role: 

Carrot Fertility is seeking a strategic and experienced Director of FP&A to lead our growing FP&A function. The individual will be an integral member of a team responsible for budgeting, forecasting and managing Carrot’s full P&L and serving as  analytical and strategic business partners throughout the organization. Reporting to  Carrot’s SVP, Finance, the Director of FP&A will be responsible for forecasting and reporting revenue, marketing costs, and statistical/non-financial metrics. The Director of FP&A will lead and mentor a team of three.

The ideal candidate will be an expert in financial modeling and scenario analyses and will own our 3-statement multi-year financial projections.  In addition, the candidate will have a passion for business partnering, people management, continuous improvement, and using data to drive business insight and decision-making.

Key Responsibilities:

• Provide strategic leadership for the FP&A function, setting overall goals, priorities, and initiatives.
• Develop and implement financial planning processes and frameworks to support organizational growth.
• Manage and mentor a team of FP&A professionals, fostering a collaborative and high-performance culture.
• Oversee day-to-day tasks, ensuring the team's alignment with organizational objectives.
• Oversee the development and maintenance of comprehensive financial models, including the 3-Statement Model, Sales Capacity Model and Monthly Recurring Revenue (MRR) model.
• Generate regular reports and analyses, tracking key performance indicators related to revenue, new customer acquisition, expansion, churn, and contraction.
• Assist in the preparation of materials for senior management, investors, and regular BOD financial reporting.
• Collaborate closely with Sales, Sales Ops, and other cross-functional teams to understand business needs and provide financial insights.
• Lead the forecasting, budgeting, and long-range planning processes, including expense budgets, working capital, cash flow estimates, and scenario analyses. 
• Engage with key stakeholders inside and outside of the finance organization, ensuring a unified approach to financial planning.
• Identify areas and be a change agent for process improvement, automation, and operational efficiency within FP&A to enhance the effectiveness and value-add of the function.

Minimum Qualifications:

• Bachelor's degree in Finance, Accounting, Business, or a related field.  
• 10+ years of progressive experience in financial planning and analysis, with experience in revenue modeling and forecasting.
• Strong proficiency in financial modeling and data analysis tools (e.g., Excel, SQL, Tableau, etc.).
• Proven experience in building and maintaining sales capacity models.
• Experience managing a team of finance professionals.

Preferred Qualifications:

• MBA is a strong plus.
• Minimum of 2 years in investment banking.
• Familiarity with planning/budgeting software solutions (ie. Anaplan, Adaptive); NetSuite is a plus.
• Extensive experience collaborating with Sales and Sales Ops teams.
• Knowledge of SaaS and subscription-based business models or usage-based models; healthcare industry a big plus.
• Excellent communication and presentation skills.
• Detail-oriented with strong problem-solving skills.
• Proven ability to work independently and prioritize tasks in a fast-paced environment.
• Passion for data-driven decision-making and a proactive approach to identifying opportunities for improvement.

Compensation: 

Carrot offers a holistic Total Rewards package designed to support our employees in all aspects of their life inside and outside of work, including health and wellness benefits, retirement savings plans, short- and long-term incentives, parental leave, family-forming assistance, and a competitive compensation package. The starting base salary for this position will range from $180,000-$200,000. Actual compensation may vary from posted base salary depending on your confirmed job-related skills and experience.