Director, Financial Planning And Analysis

Summary

Join Carrot Fertility as their Director of FP&A, a key leadership role within the Finance team. Reporting to the VP of FP&A, you will lead financial planning, analysis, and reporting, overseeing budgeting and the three-statement financial model. You will partner with senior leadership, providing data-driven insights and recommendations. This hands-on role requires building and maintaining financial models, optimizing financial systems, and managing the evolution of planning processes. The position demands strong leadership, business partnering skills, and a commitment to continuous improvement. Carrot offers a comprehensive compensation and benefits package.

Requirements

• 10 years of progressive experience in FP&A, with a demonstrated track record of success in a high-growth, dynamic environment
• 2-4 years managing FP&A teams and overseeing the financial planning process
• Advanced financial modeling skills with the ability to collect, organize, and translate data into robust, comprehensive financial models, and synthesize analysis and insights to drive business decisions
• Advanced proficiency in Excel / Google Sheets and business systems (financial ERP and FP&A planning tools (e.g. NetSuite, Adaptive, Anaplan or similar)
• Strong critical thinking and problem-solving abilities, with attention to detail and the ability to navigate ambiguous situations
• Ability to develop and/or improve processes, and work cross-functionally to influence decision making and implement change collaboratively across the organization
• Excellent communication skills, both written and verbal, with a proven ability to present thoughtful analysis, insights, and recommendations clearly to senior leadership
• Exceptional organizational and time management skills, including the ability to prioritize and balance multiple deliverables with competing timelines in a dynamic environment
• Must be a proactive self-starter with exceptional follow-through and the ability to work well independently with minor supervision
• Passion for business partnering and data-driven decisions, with a proactive approach to identifying opportunities for improvement and scalability
• Results-oriented leadership and team management skills, with proven ability to develop, motivate, and retain high-performing teams

Responsibilities

• Lead the financial planning, analysis, and reporting functions
• Oversee the development and management of the financial planning and budgeting process
• Oversee the three-statement financial model
• Serve as a key analytical and strategic business partner to senior leadership
• Provide actionable business insights and recommendations to drive decision-making
• Build and maintain robust financial models
• Implement and optimize financial systems
• Manage the evolution of the financial planning processes
• Foster a culture of continuous improvement by identifying and implementing opportunities for scale and efficiency
• Manage an FP&A team

Preferred Qualifications

• Experience implementing or optimizing financial planning software (i.e. Adaptive, Anaplan or similar tools)
• Experience in venture-backed growth companies preferred; healthcare industry experience not required

Benefits

• Health and wellness benefits
• Retirement savings plans
• Short- and long-term incentives
• Parental leave
• Family-forming assistance
• Competitive compensation package
• The starting base salary for this position will range from $175,000-$195,000