Director, FP&A - San Francisco, United States - Carrot Fertility
Description
The Role:
Carrot Fertility is seeking a strategic and experienced Director of FP&A to leadour 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 willown 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 supportorganizational growth.
Manage and mentor a team of FP&A professionals, fostering a collaborative andhigh-performance culture.
Oversee day-to-day tasks, ensuring the teams alignment with organizationalobjectives.
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 indicatorsrelated 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 tounderstand business needs and provide financial insights.
Lead the forecasting, budgeting, and long-range planning processes, includingexpense 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, andoperational efficiency within FP&A to enhance the effectiveness and value-add ofthe function.
Minimum Qualifications:
Bachelors 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.