Sr. FP&A Analyst- Sales & Marketing

Position Overview

• Location Type: Remote
• Employment Type: Full-time
• Salary: Not specified

Carrot Fertility is the leading global fertility, family-building, and lifelong hormonal healthcare 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. Carrot Fertility is seeking a high-performing Senior FP&A Analyst to join our Finance team! This individual will report directly to the Sr. Finance Manager and will primarily be focused on supporting our commercial finance function. This individual will be a key business partner to the Sales and Marketing teams to provide financial guidance to optimize profitable growth through robust financial analysis, but may support other cross-functional departments.

Responsibilities

• Commercial Finance Planning & Strategy: Facilitate financial planning and expense forecasting for the Sales and Marketing teams, ensuring alignment with corporate goals while partnering closely with our Accounting team.
• Commission Payouts: Lead sales commission payouts in accordance with the various commission plans through our CaptivateIQ system, along with synthesizing commissions analyses on attainment and performance.
• Financial Analysis & Reporting: Drive reporting, process, and discipline for finance process to shape and influence decision-making including annual budgeting, quarterly forecasts, monthly budget vs. actual reviews, and long-range plans such as a sales capacity model.
• Sales & Marketing ROI: Partner with the Marketing team to evaluate campaign performance, customer acquisition costs, and return on investment (ROI) to maximize efficiency.
• Support Ad-Hoc Analyses: Lead ad-hoc financial analyses to support decision-making across our finance organization.

Requirements

• Education: Bachelor's degree in Finance, Accounting, Economics, or a related field
• Experience: 4+ years of experience in FP&A, Commercial Finance, or a similar strategic finance role including investment banking and consulting
• Skills:
  • Advanced proficiency in financial modeling, forecasting, and data visualization
  • Experience with SQL (a plus, but not required)
  • Demonstrated experience to collaborate cross-functionally and influence decision-making at all levels of an organization
  • Detail-oriented with strong problem-solving skills and a proactive, results-driven mindset
  • Strong critical thinking and problem-solving abilities, with attention to detail and the ability to navigate ambiguous situations

Application Instructions

• Not specified in the provided text.

Company Information

Carrot Fertility is the leading global fertility, family-building, and lifelong hormonal healthcare 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.