Strategic Finance Manager

The Company Youll Join

Carta connects founders investors and limited partners through world-class software purpose-built 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 end-to-end 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 Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.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 Strategic Finance Manager focusing on Go To Market teams youll work to:

• Build trusted partnerships with Sales and Marketing leadership by delivering actionable financial insights identifying emerging trends and providing strategic support on operating expense and headcount planning
• Analyze the impact of GTM initiatives on growth and retention metrics (ARR NRR) translating findings into clear data-backed recommendations
• Own and drive the quarterly and annual ARR/NRR forecasting process in close collaboration with RevOps Data Science and FP&A teams
• Operationalize strategic goals by developing target-setting frameworks and aligning incentive structures to business priorities
• Lead recurring budget vs. actual (BvA) reviews with Sales and Marketing executives highlighting key performance drivers variances to plan and emerging risks
• Partner closely with Data Science and Systems teams to automate forecasting reporting and KPI dashboards improving accuracy and scalability
• Develop and champion efficient scalable processes and tooling to support a high-growth data-driven GTM motion
• Apply advanced financial modeling and quantitative analysis skills to solve complex cross-functional problems in dynamic environments

The Team Youll Work With

Youll be joining our Strategic Finance Team supporting GTM leaders. This is a high-impact role on the Strategic Finance team supporting our Sales and Marketing organizations by generating insights into business performance and enabling data-driven decision-making for Cartas leadership team. Youll play a critical role in supporting Cartas growth and shaping the future of the private capital markets. As the primary finance business partner to our Go-to-Market leadership youll provide strategic guidance and analytical support in a fast-paced collaborative environment.

About You

• 5 years of FP&A Accounting or Finance experience in the technology sector; SaaS experience strongly preferred
• Be a collaborative team player with strong communication skills and the ability to influence senior stakeholders and cross-functional partners
• You are personable and approachable with a proven ability to collaborate effectively across teams and functions
• Able to operate independently managing relationships deliverables and stakeholder expectations with minimal oversight
• Experience supporting Sales or Marketing teams in a Finance or Operations capacity
• Experience in SaaS and/or high growth environment is a plus.
• Proven managerial experience with a track record of developing high-performing teams
• Proven record of driving automation to enhance analytical insights and efficiencies
• Strong financial modeling skills and quantitative analysis abilities
• Excellent written and oral communications skills
• Strong understanding of Generally Accepted Accounting Principles (GAAP)
• Meticulous attention to detail with a commitment to accuracy and precision
• Ability to identify critical business issues and address them through data-driven analysis and actionable recommendations
• Experience with financial and business systems such as NetSuite Coupa Workday Salesforce Google Workspace and Microsoft Office
• Bachelors Degree in Finance Accounting Economics or Business

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) range for this role is:
$155550 - $183000 in San Francisco

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 E-Verify in the United States for employment authorization. See the E-Verify 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