Sr. FP&A Analyst- Sales & Marketing

About Carrot:

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.

• 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.

The Team

This role is part of the FP&A team and will serve as a key business partner to the Sales & Marketing organizations.

Minimum Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• 4+ years of experience in FP&A, Commercial Finance, or a similar strategic finance role including investment banking and consulting
• Advanced proficiency in financial modeling, forecasting, and data visualization with a willingness to learn other tools
• Experience with SQL is 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.
• Ability to develop and/or improve processes, and work cross-functionally to influence decision making and implement change collaboratively across the organization.
• Intense curiosity about understanding key drivers of a complex business with eagerness and motivation to make an impact on the business

Preferred Qualifications:

• Thrives in Ambiguity – Ability to navigate and make decisions in uncertain or rapidly changing environments, adapting strategies as needed.
• Strong Influencing Skills – Proven ability to build relationships, communicate effectively, and drive alignment across teams without direct authority.
• High-Pace Execution – Demonstrated success in delivering high-quality work under tight deadlines, managing multiple priorities effectively.
• Strategic Problem-Solving – Ability to assess complex challenges, identify opportunities, and drive innovative solutions with limited guidance.
• Resilient and Adaptable – Comfortable with change, able to pivot quickly, and maintain focus in dynamic or quickly evolving situations.
• Cross-Functional Collaboration – Experience working across teams and departments to align priorities and achieve business goals efficiently.
• Passion for business partnering and data-driven decisions, with a proactive approach to identifying opportunities for improvement and scalability.

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. The starting base salary for this position will range from $110,000-$120,000. Actual compensation may vary from posted base salary depending on your confirmed job-related skills and experience.

Fraud and Security Notice: Please note that all communication regarding job opportunities at Carrot will come exclusively from an @get-carrot.com email address. If you receive messages from any other domain, please disregard them and report the incident to: [email protected]

Why Carrot?

Carrot has received national and international recognition for its pioneering work, including Fast Company's Most Innovative Companies and World Changing Ideas, Inc. Power Partners, and Modern Healthcare’s Innovators. Carrot’s global workforce has been acknowledged with several accolades, including Fortune’s Best Workplaces in Healthcare, Great Place to Work, and Age-Friendly Employer certifications. Carrot is regularly featured in media reporting on issues related to the future of work, women in leadership, and healthcare innovation, including MSNBC, The Economist, Bloomberg, The Wall Street Journal, CNBC, National Public Radio, Harvard Business Review, and more. Learn more at carrotfertility.com.