Finance and Equity Analyst

The Company Youll Join

Carta develops purposebuilt software that transforms traditional accounting into a powerful growth engine.

Cartas worldclass fund administration platform supports nearly 7000 funds and SPVs and represents nearly $130B in assets under management in venture capital and private equity.

Trusted by more than 40000 companies Carta also helps private businesses in over 160 countries manage their cap tables valuations taxes equity programs compensation and more.

Together Carta is setting a new standard as the endtoend platform for private markets. Our bestinclass solution for fund management seamlessly integrates investor and portfolio company insights via a suite of tools designed groundup to support the strategic impact of the fund CFO.

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

The Problems Youll Solve

• Validate and properly segment 409A Valuation requests.
• Manage the delivery responsibility of 409A Valuations for Cartas earlieststage customers.
• Support the customerfacing process for requesting 409A Valuations.
• Assist customers with lowcomplexity highvolume financial reporting inquiries.
• Prepare qualified small business tax exemption or QSBS attestation letters.
• Assist Equity Advisors with equity compensation tax projection vetting and preparation.
• Collect and process the financial metrics KPIs capitalization tables and articles of incorporation or AOIs for the portfolio companies of venture capital funds.
• Participate in discussions that drive operational improvements for the team.
• Provide feedback to engineering and product via testing bug reporting etc.

The Team Youll Work With

The Auditable Reporting Services business unit at Carta includes a diverse set of services including Valuations Financial Reporting (or ASC 718 Equity Advisory Qualified Small Business Stock QSBS Portfolio Insights and Capital Call Lines of Credit CCL.

These services are connected in various ways; for example Cartas 409AValuations determine the strike price of employee options which not only feeds into ASC 718s stockbased compensation expense but is a focal point of tax planning conversations with Cartas Equity Advisory team. The narrative of these tax planning conversations can shift depending on whether the employees company is QSBS eligible which also impacts the capital gains tax implications for Portfolio Insights customers; additionally these customers are afforded flexible investment decisions with the assistance of Cartas CCL product.

As a Finance and Equity Analyst youll participate in a twelvemonth rotation serving various parts of Auditable Reporting including but not limited to preparing 409A Valuations advising customers on financial reporting preparing tax projections and aggregating financial statements for Venture Capital investors. Finance and Equity Analysts will be assigned a dedicated team upon successful completion of the L1 rotation.

About You

• Bachelors degree in Accounting Finance Economics or a related field
• Comfortable learning quickly and taking on new challenges
• Able to address financerelated and accounting questions in a clear and concise manner
• Knowledge of financial statements and common financial concepts
• Experienced with multitasking 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 youre not just an employee. Youre a builder who is creating infrastructure that accelerates innovation and empowers more ownership. Cartans are helpful relentless unconventional and kind; representing Cartas 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

Cartas compensation package includes a market competitive salary equity for all full time roles exceptional benefits and for applicable roles commissions plans. Our minimum cash compensation (salary commission if applicable) range for this role is:

• $77968.80 in Seattle WA

Disclosures:

• 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 talent partner via email.

• Carta uses EVerify in the United States for employment authorization. See the EVerify and Department of Justice websites for more details.

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