management
Posted Apr 3Director of Strategic Finance - GTM
at Carta
San Francisco, United StatesOn-site
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.
- 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
Requirements
- Trusted by 65,000+ companies in 160+ countries, Carta’s platform of software and services lays the groundwork so you can build, invest, and scale with confidence.
- Together, Carta is creating the end-to-end ERP platform for private markets.
- 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
- 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.
- experience within the technology industry. Deep familiarity with SaaS business models is required, along with 3+ years of
- experience leading high-performing teams
- 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 — we use these tools actively, not aspirationally
- Carta uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details.
Experience
- 8+ years of FP&A or Strategic Finance
Benefits
- Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit.
- At Carta, our employees set out on a mission to unlock the power of equity ownership for more people in more places.
- They work collaboratively and cross functionally to challenge the status quo; working towards a common goal of creating more owners in the private markets. Salary
- Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans.
- Our minimum cash compensation range for this role is:
- $217,500 - $290,000 in San Francisco, CA
Contact
- Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to security@carta.com.
Additional details
- Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is shaping the future of private market infrastructure.
- Traditional ERP solutions don’t work for Private Funds.
- Carta’s software for the Office of the Fund CFO does just that - it’s a new category of software to make private markets look more like public markets - a connected ERP for private capital.
- For more information about our offices and culture, check out our Carta careers page .
- We believe that the problems we solve today unlock the opportunities of tomorrow.
- As a Director of Strategic Finance for GTM, you’ll work to:
- The foundation is in place; your role is to build on it The Team You’ll Work With
- This is a high-impact leadership role on Carta’s Strategic Finance team supporting our Sales & Marketing organizations and leading our GTM Strategic Finance team. The team generates deep insights into business performance, and provides Carta’s executive leadership team with critical decision-making support.
- In this role, you’ll be part of a highly dynamic team architecting the growth of Carta and the future of private capital markets.
- You will serve as the primary strategic finance business partner to our Chief Revenue Officer and Chief Marketing Officer. About You