Director of Strategic Finance - GTM

The Company You’ll Join Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. 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. Carta’s Fund Administration platform supports 9,000+ funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is shaping the future of private market infrastructure. Together, Carta is creating the end-to-end ERP platform for private markets. Traditional ERP solutions don’t work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. 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 . The Problems You’ll Solve At Carta, our employees set out on a mission to unlock the power of equity ownership for more people in more places. 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: 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. 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 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 quantitativ