Sr. Treasury Operations Manager

Carta San Francisco , CA 94118

Posted 2 months ago

At Carta, we're building the future of equity and ownership. We've changed how companies, investors, and employees manage equity. Now, we're transforming how capital markets operate. Our goal is to create more owners and increase transparency and liquidity for shareholders. More than 800,000 investors, law firms, and employees use our platform, and we manage over $575B in equity.

Carta is hiring a Sr. Treasury Operations Manager to be part of the Treasury Operations team to support payment initiatives and money movement for the company and our clients. In this critical role you'll work closely with all business units to monitor, review, and reconcile the flow of payments between clients that are running through Carta daily.

You will work with our customer support team and internal staff to resolve payment issues and improve operations processes. This is also a highly collaborative role, in which you'll partner with cross-functional teams such as Product, Engineering, Legal, Compliance, and Business to help drive payment projects and initiatives.


  • Initiate, review, and reconcile ACH, wires, and F/X funds transfers for all business units

  • Perform daily reconciliation between bank activities and Carta platform

  • Support internal staff and customer support team on payment exceptions, inquiries and escalations

  • Proficient knowledge and user of various banking portals to manage, administer and track bank accounts and payment system role, access, and permissions with strong control mindset

  • Establish and maintain operational cash management procedures, safeguarding controls and oversight

  • Support audit and due-diligence requests from internal audit and external auditors

  • Manage short-term cash management and associated monitoring and reporting

  • Proven to partner effectively across functional teams especially with Product, Engineering, Legal and Compliance to drive requirements implementation and controls for payment and cash management projects and initiatives

Minimum Qualifications

  • 7+ years of Treasury/Finance operations, payment and cash management experience

  • Strong knowledge of domestic and international payment, banking services, and administrations

  • Strong knowledge of domestic and international payment rules and regulatory guidelines

  • Strong technical aptitude and proficient knowledge of Excel

  • Experience on performing data analysis and concise reporting

Solid communication, reporting and presentation skills

  • Must be organized, detail-oriented, intellectually curious and quick to comprehend

  • Flexible to changes and proven to strive in a fast moving working culture with a continuous mindset on process improvement

Preferred Experience (Nice to haves)

  • Bachelor's degree in Finance, Business or Management Information System

  • Start-up experience preferably in Fintech or on a Finance team

  • Experience with data analysis, reporting tools and analytics

  • Knowledge of SQL and VBA

Carta is a Series E company and is backed by top-tier VCs like Andreessen Horowitz, Lightspeed Venture Partners, Meritech Capital, and more.

We are an equal opportunity employer. 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.

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Sr. Treasury Operations Manager