Director of Strategic Finance - GTM
Carta operates an intelligent platform for private capital markets, connecting data, workflows, and people across portfolio management, cap tables, fund administration, and tax services. It serves private equity firms, venture capital firms, private corporations, and limited partners.
About Carta
Carta provides a platform that helps players in private capital—including private equity firms, venture capital firms, private corporations, and limited partners—manage portfolios, move money, and model the future with unprecedented connectivity. Its offerings combine cutting-edge AI with expert human service, including cap table management, fund administration, tax services (such as Carta Fund Tax and QSBS attestation), 409A valuations, compliance, and reporting tools. The platform emphasizes real-time visibility, agentic intelligence for productivity, strategic modeling for scenario planning, and end-to-end collaboration between firms, companies, investors, and partners. Carta serves a large client base including over 1.7 million equity holders, 50,000+ companies, and 9,000+ funds and SPVs, with clients ranging from venture capital funds to global private corporations operating across multiple countries.
Skills
About the Role
You'll build deep partnerships with Sales and Marketing leadership, providing strategic decision support and identifying emerging market trends. You'll own GTM capacity planning and headcount forecasting, driving alignment between Sales, Marketing, Finance, and Recruiting so investment levels tie to growth targets. You'll develop frameworks for translating complex GTM strategies into measurable financial reporting to optimize target setting for revenue and operating investments. You'll own and evolve GTM KPIs and ROI frameworks like CAC, LTV, and Payback to guide decision-making. You'll partner with Sales leadership on target setting, quota design, rep productivity assumptions, and territory planning. You'll lead quarterly analysis and reporting of financial results, including executive-level variance analysis. You'll drive alignment between Sales, Marketing, and Delivery teams on ARR, new business targets, and long-range capacity planning, and you'll leverage automation and AI tools to scale forecasting processes and improve accuracy.
Requirements
- 8+ years of FP&A or Strategic Finance experience within the technology industry
- Deep familiarity with SaaS business models required
- 3+ years of experience leading high-performing teams
- Capable of managing executive relationships, high-stakes deliverables, and complex expectations
- Expert in financial modeling and quantitative analysis
- Extensive experience supporting Sales or Marketing teams in a Finance or Operations leadership role
- Specific expertise in Headcount and Capacity Planning
- Comfortable operating with a degree of organizational ambiguity
- 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
Responsibilities
- Build deep partnerships with Sales and Marketing Leadership by providing strategic decision support across all areas of investment
- 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
- Own and evolve GTM KPIs and ROI frameworks (CAC, LTV, Payback) to guide decision-making
- Partner with Sales leadership on target setting, quota design, rep productivity assumptions, and territory planning
- Lead quarterly analysis and reporting of financial results, including executive-level variance analysis
- Drive total alignment between Sales, Marketing, and Delivery teams on ARR, new business targets, and long-range capacity planning
- Leverage automation and AI tools to scale forecasting processes, reduce manual work, and improve forecast accuracy
Benefits
- Equity for all full time roles