Director, FP&A

February 27

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Carrot Fertility

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A complete global solution that makes fertility benefits affordable and accessible to all

fertility • employee benefits • fertilitybenefits • healthcare • fertilitycoverage

201 - 500

💰 $75M Series C on 2021-08

Description

• 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.

Requirements

• 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. • 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.

Benefits

• Health and wellness benefits • Retirement savings plans • Short- and long-term incentives • Parental leave • Family-forming assistance • Competitive compensation package