Director, Auditable Reporting Services

The Company Youll Join

Carta connects founders investors and limited partners through worldclass software purposebuilt for everyone in venture capital private equity and private credit.

Cartas fund administration platform supports nearly 7000 funds and SPVs representing $150B in assets under administration 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 creating the endtoend ERP platform for private markets. Traditional ERP solutions dont work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Cartas software for the Office of the Fund CFO does just that its a new category of software to make private markets look more like public markets a connected ERP for private capital.

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

The Problems Youll Solve

At Carta our employees set out on a mission to unlock the power of equity ownership for more people in more places. We believe that the problems we solve today unlock the opportunities of tomorrow. As a Director Auditable Reporting Services youll work to:

• Operationalize Cartas portfolio company data collections to better serve investors: How do we gather data from portfolio companies to allow investors to make faster/better decisions
• Develop account management/support strategies for our fund clients: How can we make sure our fund customers are getting the most out of Cartas portfolio management and reporting tools
• Support Cartas current fund valuation strategy and assisting our product team to develop the next generation of fund valuation tools: How can we build tools that allow investors to report valuations faster more accurately and with a higher degree of transparency
• Support Carta financial reporting tools for investors: How can we make financial audits faster and more streamlined for investors
• Deliver fast and accurate waterfall tools for investors: How can we move investors out of current tools/models to Carta more integrated ERP modeling tools

The Team Youll Work With

Youll be joining our Auditable Reporting Services team overseeing the account management and support of Cartas portfolio modeling portfolio management and reporting platform (Tactyc). Additional responsibilities include oversight of Cartas fund valuation practice fund financial reporting teams and waterfall tooling for VC and PE firms.

Your clients are the most talented venture capitalists fund managers and dealmakers in the world. You will help them realize their ambitions of supporting the companies of tomorrow through our nextgen investment stack (including legals vehicle formation banking investor onboarding and much more).

You will also be collaborating with our wider Carta accounting fund administration and compliance teams on relevant valuation/financial reporting issues that relate to Cartas products and services.

About You

Must have experience supporting operations account management valuation financial reporting and audit.

Leadership and People Management:

• Proven track record of building leading and retaining highperforming teams.
• Demonstrated ability to coach mentor and develop leaders at all levels.
• Exceptional interpersonal skills with a history of driving strong employee engagement and performance outcomes.
• Ability to foster a culture of accountability collaboration and continuous improvement.

Operational Excellence:

• Extensive experience creating and managing operational metrics KPIs and performance measurement systems.
• Ability to design and implement operational processes that scale and improve efficiency.
• Demonstrated understanding of which operational levers most effectively drive business performance and outcomes.
• Strong background in continuous improvement methodologies and operational best practices.

Strategic Thinking and Business Integration:

• Strategic mindset with the ability to connect operational execution to broader business goals.
• Deep understanding of how ARS products and services integrate with support and drive the larger business ecosystem.
• Experience translating corporate strategy into executable operational plans.

Technical and Industry Expertise:

• Strong background in valuation methodologies particularly ASC 820 fair value measurement standards.
• Handson experience with valuation processes for venture capital and private equity funds.
• Deep existing relationships with major audit firms particularly in the VC and PE sectors.
• Ability to navigate audit requirements and build processes that meet compliance and reporting standards.
  
  

Additional Qualifications:

• Bachelors degree required; MBA CPA or CFA preferred.
• Minimum 10 years of relevant operational leadership experience preferably in finance professional services or technologyenabled businesses.
• High proficiency in operational analytics financial reporting and business intelligence tools.
• Ability to work crossfunctionally with finance product client services and executive teams.

Salary

Cartas 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 range for this role is:
$213750.00 $285000.00 in Seattle WA
$225000.00 $300000.00 in San Francisco CA & New York NY

Final offers may vary from the amount listed based on geography candidate experience and expertise and other factors.

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.
• For information on our data privacy policies seePrivacyCA Candidate Privacy and Brazil Transparency Report.
• Please note that all official communications from us will come from an @ or @ domain. Report any contact from unapproved domains to