Director of Strategic Finance - GTM

Job Summary

As a Director of Strategic Finance for GTM at Carta, you will play a high-impact leadership role on Carta's Strategic Finance team, supporting our Sales & Marketing organizations and leading our GTM Strategic Finance team.

Responsibilities

• Build deep partnerships with Sales and Marketing Leadership by providing strategic decision support across all areas of investment, delivering high-level financial results, and identifying emerging market trends.
• Own and continuously improve GTM capacity planning and headcount forecasting; drive alignment between Sales, Marketing, Finance, and Recruiting to ensure investment levels are tied to growth targets.
• Develop frameworks for translating complex GTM strategies into measurable financial reporting with the goal of optimizing target setting for revenue and operating investments.
• Own and evolve GTM KPIs and ROI frameworks (CAC, LTV, Payback) to guide decision-making that aligns with the company's long-term objectives.
• Partner with Sales leadership on target setting, quota design, rep productivity assumptions, and territory planning , translating growth objectives into a headcount and capacity model the GTM org can execute against.
• Lead quarterly analysis and reporting of financial results, including executive-level variance analysis, ensuring key risks and business drivers are proactively highlighted.
• Drive total alignment between Sales, Marketing, and Delivery teams on ARR, new business targets, and long-range capacity planning.
• Leverage automation and AI tools , including Pigment and emerging AI capabilities like Claude Code , to scale existing forecasting processes, reduce manual work, and improve forecast accuracy over time.

Requirements

• 8+ years of FP&A or Strategic Finance experience within the technology industry.
• Deep familiarity with SaaS business models is required, along with 3+ years of experience leading high-performing teams.
• You are capable of managing executive relationships, high-stakes deliverables, and complex expectations with your business partners.
• You are an expert in financial modeling and quantitative analysis who thrives on solving complex, unstructured problems and influencing senior business partners.
• Extensive experience supporting Sales or Marketing teams in a Finance or Operations leadership role; specific expertise in Headcount and Capacity Planning.
• You are comfortable operating with a degree of organizational ambiguity , including establishing credibility quickly with stakeholders.
• Demonstrated success in managing and developing high-performing finance professionals.
• Deep experience with systems such as Netsuite, Pigment, Salesforce, Workday, and G-Suite. Familiarity with BI tools such as Looker is a plus.
• Genuine interest in AI-assisted finance workflows.

Benefits

• Market competitive salary
• Equity for all full-time roles
• Exceptional benefits
• Commissions plans for applicable roles

Salary Range

The minimum cash compensation range for this role is: $217,500 - $290,000 in San Francisco, CA.