Director, FP&A

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, …