• Elevate financial reporting rigor, KPI maturity, and forecasting capability • Establish a consistent reporting cadence across monthly close, forecast cycles, board reporting, and KPI packages • Maximize use of FP&A platform and improve cross-functional data integration • Support budgeting, forecasting, and strategic planning activities • Identify and assist in developing streamlined processes • Support development and maintenance of revenue, financial reporting, and KPI’s • Help maintain and deliver leadership-ready board and company KPI reporting packages • Create, analyze, and maintain meaningful reports to various department stakeholders • Streamline automation opportunities to reduce manual reporting • Deliver recurring corporate and individual-level profitability reporting for leadership.

• Serve as the primary strategic advisor to client institutions on financial aid policy, strategy, and optimization • Lead Financial Aid Optimization engagements and ensure strong outcomes for client partners • Analyze historical financial aid, enrollment, and yield data to develop strategies that optimize net tuition revenue and enrollment outcomes • Build trusted relationships with senior institutional leaders including Vice Presidents for Enrollment and Financial Aid Directors • Support retention and growth within client partnerships by identifying opportunities to expand financial aid and related enrollment services • Serve as enrollmentFUEL’s internal subject matter expert on financial aid optimization and data-informed strategy • Contribute to the continued development of enrollmentFUEL’s Financial Aid Optimization methodologies, tools, and solutions • Partner with the Client Development team to support discovery conversations, solution design, and proposals where financial aid expertise is required • Represent enrollmentFUEL through conference presentations, professional engagement, and thought leadership within the financial aid community • Accurately reflect and portray the mission and core values of enrollmentFUEL

• Lead current financial process, including monthly reporting to client teams and management, conducted by FP&A team. • Lead the periodic assessment of risks and opportunities to the current and subsequent quarter forecast. • Coach and measure team members based upon report accuracy, ability to meet data request deadlines, and forward-thinking nature of their analysis. • Lead the annual budget and three-year strategic planning process including developing budget templates, coordinating budget reviews long-term planning and corporate budget consolidation. • Provide key financial leadership for development and consolidation of operating plans. • Analyze consolidated LOB/client/detail data actual results vs. forecast, plan, and prior year benchmarks. • Lead the design and periodic review of key performance metrics. • Ensure that financial reporting is accurate and timely. • Maintain and continuously improve the company’s financial forecasting model. • Calculate statistics and other supporting documents relating to covenant compliance. • Lead the reengineering and change management of the FP&A team in preparation to meet the future needs of the organization. • Provides finance leadership for mergers and acquisitions. • Provide additional analysis and financial leadership to leadership as needed, for standard and ad hoc reporting requirements. • Initiate and lead projects aimed at improving profitability and cash flow. • Review and analyze actual vs. budget results/variances and provide analytical support to business leaders as requested or required. • Establish and champion all internal control policies as required. • Hire, develop, coach, lead and retain top-tier talent, with a focus on building and improving a team and culture that is able to assist in employing best in class practices to support and drive high levels of internal and external customer satisfaction. • Complete all responsibilities as outlined in the annual performance review and/or goal setting. • Complete all special projects and other duties as assigned.

About Carrot: Carrot is a global, comprehensive fertility and family care platform, supporting members and their families through many of life's most memorable moments. Trusted by many of the world’s leading multinational employers, health plans, and health systems, Carrot’s proven clinical program delivers exceptional outcomes and experiences for members and industry-leading cost-savings for employers. Its award-winning products serve all populations, from preconception care through pregnancy, IVF, male factor infertility, adoption, gestational carrier care, and menopause. Carrot offers localized support in over 170 countries and 25 languages. With a comprehensive program that prioritizes clinical excellence and human-centered care, Carrot supports members and their families through many of the most meaningful moments of their lives. Learn more at get-carrot.com. The Role: Carrot’s is seeking a Finance Systems Analyst to own the administration, configuration, and integration of our core Finance systems. This is a highly hands-on role where you’ll spend time directly in platforms like NetSuite, Brex, Zip, and our iPaaS solution—building the customizations and integrations that keep Finance running smoothly and evolving with the business. Beyond maintaining system health and supporting users, you’ll lead process improvement initiatives end-to-end—partnering closely with Finance stakeholders to understand needs and independently designing and delivering solutions. You’ll execute against a roadmap set by senior team members while contributing to larger cross-functional initiatives. What You’ll Do System Administration - Serve as the primary administrator for core Finance systems, with NetSuite as your anchor platform - Own the Business Systems support queue—triaging tickets, troubleshooting issues, and supporting Finance users - Build and maintain NetSuite customizations, including: - Custom fields, forms, and roles - Saved searches, reports, datasets, and workbooks - Event-based and scheduled workflows - Administer tools such as Brex and Zip, including approval routing and workflow configurations - Support additional Finance tools (e.g., revenue recognition, financial analysis, month-end close) as the tech stack evolves Integrations - Build and maintain integrations using an iPaaS platform (e.g., Workato, Celigo, Jitterbit, Boomi) - Configure native connectors and develop custom logic to optimize system integrations - Own key integrations (e.g., Salesforce ↔ NetSuite), ensuring data accuracy and reliability - Partner with engineering on complex builds, then take ownership of ongoing maintenance - Document integration configurations and system dependencies AI Tools & Automation - Configure and maintain Finance-focused AI tools and reporting workflows - Build role-based AI agents and automate reporting cadences using Finance system data - Design and implement AI-driven workflows to automate Finance processes across systems - Leverage NetSuite’s native AI capabilities to generate insights and streamline close activities Business Analysis & Process Improvement - Gather and translate requirements for Finance processes into functional system designs - Own end-to-end delivery of self-contained workflows (e.g., automating AR collections processes) - Partner with senior team members on complex, cross-functional initiatives (e.g., order-to-cash, procure-to-pay, revenue recognition) What We’re Looking For - 3–5 years of experience in Business Systems, Systems Administration, or Systems Analysis—preferably in a Finance or accounting technology environment - Hands-on NetSuite administration experience, including workflows, saved searches, reporting, and data structures - Experience owning a support queue and working directly with Finance stakeholders - Familiarity with iPaaS tools (Workato, Celigo, Jitterbit, Boomi, or similar) - Strong troubleshooting and problem-solving skills with the ability to work independently - Ability to translate business requirements into technical solutions - Experience with scripting or coding within financial systems (e.g., SuiteScript or similar) Nice to Have - Experience with Workato - Familiarity with tools like Zip, Brex, FloQast, or similar Finance platforms - Experience working in a high-growth startup or technology company Compensation: Carrot offers a holistic Total Rewards package designed to support our employees in all aspects of their life inside and outside of work, including health and wellness benefits, retirement savings plans, short- and long-term incentives, parental leave, family-forming assistance, and a competitive compensation package. The starting base salary for this position will range from $120,000.00 - $150,000.00. Actual compensation may vary from posted base salary depending on your confirmed job-related skills and experience. Fraud and Security Notice: Please note that all communication regarding job opportunities at Carrot will come exclusively from an @get-carrot.com email address. If you receive messages from any other domain, please disregard them and report the incident to: securityreporting@get-carrot.com Why Carrot? Carrot has received national and international recognition for its pioneering work, including Fast Company's Most Innovative Companies and World Changing Ideas, Inc. Power Partners, and Modern Healthcare’s Innovators. Carrot’s global workforce has been acknowledged with several accolades, including Fortune’s Best Workplaces in Healthcare, Great Place to Work, and Age-Friendly Employer certifications. Carrot is regularly featured in media reporting on issues related to the future of work, women in leadership, and healthcare innovation, including MSNBC, The Economist, Bloomberg, The Wall Street Journal, CNBC, National Public Radio, Harvard Business Review, and more. Learn more at carrotfertility.com.