Finance and Equity Analyst - Rotational Program

Carta is a connected platform and AI-native ecosystem for private capital, providing software, services, and legal infrastructure for equity and fund management. The Finance and Equity Analyst will complete a twelve-month rotation across Auditable Reporting services, supporting 409A valuations, financial reporting, tax projections, and financial statement aggregation for venture capital investors.

What you'll do:

• Validate and properly segment 409A Valuation requests
• Manage the delivery responsibility of 409A Valuations for Carta’s 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

What they're looking for:

• Bachelor's 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