Finance and Equity Analyst Rotational Program

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. Trusted by 65000 companies in 160 countries Cartas platform of software and services lays the groundwork so you can build invest and scale with confidence.

Cartas Fund Administration platform supports 9000 funds and SPVs representing nearly $185B in assets under management with tools designed to enhance the strategic impact of fund CFOs. Recognized by Fortune Forbes Fast Company Inc. and Great Places to Work Carta is shaping the future of private market infrastructure.

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 Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.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

• Validate and properly segment 409A Valuation requests.
• Manage the delivery responsibility of 409A Valuations for Cartas earliest-stage customers.
• Support the customer-facing process for requesting 409A Valuations.
• Assist customers with low-complexity high-volume 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 stock-based 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 twelve-month 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 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 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.

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.
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