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Director, FP&A

Carrot Fertility

Carrot Fertility

Posted on Tuesday, February 27, 2024

About Carrot:

Carrot Fertility is the leading global fertility care platform, serving people of every age, race, income, sex, sexual orientation, gender, marital status, and geography. Trusted by hundreds of 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. Whether there is a need for care through fertility preservation, male-factor infertility, pre-pregnancy, IVF, pregnancy and postpartum, adoption, gestational surrogacy, or menopause, Carrot supports members and their families through many of the most memorable and meaningful moments of their lives. With Carrot, you can pursue your possible.

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. 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 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, 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.


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. The starting base salary for this position will range from $180,000-$200,000. Actual compensation may vary from posted base salary depending on your confirmed job-related skills and experience.

Why Carrot?

Carrot has received national and international recognition for its pioneering work, including Best Diversity, Equity, & Inclusion Product from the Anthem Awards, Fast Company's Most Innovative Companies, CNBC's 100 Barrier Breaking Startups, and more. Carrot is regularly featured in media reporting on issues related to the future of work, women in leadership, healthcare innovation and diversity, equity, and inclusion, including MSNBC, The Economist, Bloomberg, The Wall Street Journal, CNBC, National Public Radio, Harvard Business Review, and more.

Carrot is a remote-first company with teams in more than 40 states across the United States and dozens of countries around the world. It has received numerous workplace awards, including Fortune's Best Workplaces in Healthcare, Quartz’s Best Companies for Remote Workers, and Great Place to Work and Age-Friendly Employer certifications. Learn more at