Director, FP&A
Remote
About Carrot:
Carrot Fertility is the leading global fertility and family-building platform providing care for everyone, everywhere. Trusted by more than a thousand multinational employers, health plans, and health systems, Carrot's comprehensive clinical program delivers industry-leading cost savings for employers and award-winning experiences for millions of people worldwide. From maternity through menopause and pre-pregnancy through parenting, Carrot is dedicated to expanding access and improving outcomes. Carrot empowers members with compassionate, personalized, and inclusive support.
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. The Director of FP&A will be responsible for forecasting and reporting revenue, marketing costs, and statistical/non-financial metrics.
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, …
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Benefits/PerksCompetitive compensation package Family-forming assistance Health and wellness benefits Holistic total rewards package Inclusive support Parental leave Retirement savings plans Short- and long-term incentives Total Rewards package
Tasks- Collaborate with cross functional teams
- Generate reports
- Lead Budgeting and Forecasting
- Process Improvement
Analytical Budgeting Communication Customer acquisition Data analysis Data-driven Excel Financial modeling Forecasting Healthcare Industry Knowledge Marketing Netsuite Operational Efficiency Organizational Problem-solving Process Improvement Sales SQL Tableau
Experience10 years
EducationAccounting Bachelor's degree Degree Finance MBA Related Field