Carlee Herzog

Director of Financial Planning & Analysis

Professional Overview
Carlee Herzog is a seasoned finance professional with over 8 years of experience in financial planning, analysis, and investor relations. As the Director of Financial Planning & Analysis at US Fertility, she leverages her expertise in strategic financial management to drive organizational growth and profitability.

Experience Summary

Current Role
As the Director of Financial Planning & Analysis at US Fertility, Carlee is responsible for leading the company's financial planning and analysis initiatives. She oversees the development and implementation of comprehensive financial models, forecasts, and strategic plans to support the organization's decision-making processes. Carlee's contributions have been instrumental in enhancing financial transparency, optimizing resource allocation, and aligning financial strategy with the company's overall business objectives.

Career Progression
Prior to her current role, Carlee held various leadership positions within the financial sector. As the Head of Investor Relations at Doma, she played a crucial role in effectively communicating the company's financial performance and strategic vision to investors, analysts, and other stakeholders. She has also served as the Investor Relations Manager, Financial Planning & Analysis Lead, and Senior Financial Analyst at Doma, as well as an Associate in the Consumer Banking Planning & Analysis and Asset Management Strategy & Business Development teams at JPMorgan Chase & Co.

Academic Background
Carlee holds a Bachelor of Science in Finance from the University of Pennsylvania, where she graduated with honors.

Areas of Expertise

• Financial planning and analysis

• Budgeting and forecasting

• Investor relations and communications

• Strategic financial management

• Financial modeling and data analysis

• Cross-functional collaboration and leadership

Professional Impact
Throughout her career, Carlee has demonstrated a track record of driving operational efficiency, optimizing financial performance, and aligning financial strategies with business objectives. At Doma, she played a key role in improving the company's financial reporting processes, leading to enhanced transparency and better-informed decision-making. Carlee's analytical expertise and strategic mindset have enabled her to identify cost-saving opportunities, enhance profitability, and support the organization's long-term growth.

Conclusion
With her extensive finance experience, strategic thinking, and commitment to excellence, Carlee Herzog is poised to continue making a significant impact in her role as the Director of Financial Planning & Analysis at US Fertility. Her ability to translate complex financial data into actionable insights and her collaborative leadership style make her a valuable asset to the organization.