# Director of Strategic Finance - GTM

**Company**: Carta
**Location**: San Francisco, CA
**Experience**: executive
**Job type**: full-time
**Salary**: $217,500 - $290,000
**Category**: Finance
**Industry**: Technology

**Apply**: https://job-boards.greenhouse.io/carta/jobs/7685748003?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_6c6dc74c-aac

## Description

## 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.

## Skills

### Required
- FP&A
- Strategic Finance
- SaaS business models
- financial modeling
- quantitative analysis
- Headcount and Capacity Planning
- Netsuite
- Pigment
- Salesforce
- Workday
- G-Suite

### Nice to have
- BI tools such as Looker
- AI-assisted finance workflows

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Source: [Apply at job-boards.greenhouse.io](https://job-boards.greenhouse.io/carta/jobs/7685748003?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)