Finance And Equity Analyst

The Company You'll Join

Carta is a platform that helps people manage equity, build businesses, and invest in the companies of tomorrow. Our mission is to unlock the power of equity ownership for more people in more places.

Carta is trusted by more than 40,000 companies and over two million people in nearly 160 countries to manage cap tables, compensation, and valuations. Carta also supports nearly 7,000 funds and SPVs, and represents nearly $130B in assets under administration. Carta's tender offer solutions have returned $14B to shareholders in secondary transactions. Today, Carta's platform manages nearly three trillion dollars in equity globally.

For more information about our offices and culture, check out our Carta careers page.

The Team You'll Work With

As an Equity and Finance Analyst enrolled in our 9-12-month rotational program, you will get the opportunity to master the fundamentals of startup valuations, enhance customer experience through services, and gain expertise in individual tax advisory through collaboration with our Equity Advisory team. Additionally, you will have the chance to gather information on investment performance by working with our Portfolio Insights team.

During the program, you'll rotate through three of our four teams, spending 3-6 months with each. This immersive experience will give you insight into the daily tasks of each team, providing you with a holistic understanding of our customers' journey. Success in this program will position you well to take on a full time, specialized role on one of the teams.

The Problems You'll Solve

• Manage data validations, customer support, ongoing projects, and ad-hoc valuations in a timely manner

• Provide exceptional customer service to address and resolve customer issues prior to valuation report delivery via on-demand specialized support (phone, email, and other)

• Escalate customer issues as needed to appropriate team/level

• Review and interpret financial statements, articles of incorporation, note documents, and other legal/financial documents

• Translate unstructured financial data into Carta models

• Prepare or revise valuation work or audit responses as needed

• Participate in discussions to drive operational improvements for the team

• Complete assigned tasks and follow-up as necessary

• Provide feedback to R&D via testing, bug reporting, etc.

About You

• Bachelor's degree

• Comfortable learning quickly and taking on new challenges

• Willingness to solve problems and work autonomously

• Able to address finance-related and accounting questions in a clear and concise manner

• Knowledge of financial statements and common financial concepts

• Experienced with multi-tasking and able to balance dozens of projects at any given time

• Highly organized with a strong attention to detail

• Possess a helpful and professional attitude with excellent verbal and written skills

• Exhibit diplomacy, tact, and poise under pressure when working through customer issues as well as a strong sense of curiosity to solve problems

At Carta, you're not just an employee. You're a builder who is creating infrastructure that accelerates innovation and empowers more ownership. Cartans are helpful, relentless, unconventional and kind; representing Carta's Identity Traits. 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 expected cash compensation (salary + commission if applicable) range for this role is:

• $67,500 Seattle, WA

We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the recruiter via email. As a company, we value fairness, helpfulness, transparency, leadership and build our teams around these values. Check out our careers page to get to know us better as you think about your next step at Carta.

Important Security Notice for Candidates

Our company has been targeted by individuals creating fake domains similar to ours to scam prospects and candidates. Please note that all official communications from us will come from an @carta.com domain. Be cautious of any requests for sensitive information or payments outside of our official channels. For more information about this type of scam, please review the guidelines provided by the Federal Trade Commission (FTC). If you encounter any suspicious activity, please report it immediately to recruiting-systems@carta.com.

Awards and Acknowledgements

Companies and funds like Tribe and Pipe build their businesses on Carta. The company has been included on the Forbes World's Best Cloud Companies, Fast Company's Most Innovative list, and Inc.'s Fastest-Growing Private Companies. We've also been recognized as a 2023 Built In Best Place to Work in the U.S., a Muse VIBE Award winner in the Vacation and Time Off category and certified as a Great Place to Work.

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