Senior Strategic Finance Associate

San Francisco, CA, United States

The Company You’ll Join

Carta is a platform that helps people manage equity, build businesses, and invest in the companies of tomorrow. Our mission is to unlock the power of equity ownership for more people in more places.

Carta is trusted by more than 40,000 companies and over two million people in nearly 160 countries to manage cap tables, compensation, and valuations. Carta also supports nearly 7,000 funds and SPVs, and represents nearly $130B in assets under administration. Carta's tender offer solutions have returned $14B to shareholders in secondary transactions. Today, Carta’s platform manages nearly three trillion dollars in equity globally.

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

The Problems You'll 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 Senior Strategic Finance Associate, You’ll Work To

Support all parts of the organization by providing clean, consistent data and financial analysis

Deliver high-quality monthly, quarterly, annual, and long-term forecasting

Lead recurring BvA analysis and deliver monthly/quarterly analysis

Automate and consolidate reporting of the business' financial results, including variances to plan, ensuring key issues, risks, and business drivers are understood and highlighted

Provide analytical support, develop actionable insights, and proactively partner and collaborate with business stakeholders to better understand risks and opportunities

Develop financial business cases to support investment decisions

Partner across Strategic Finance to continuously improve processes and tools to drive scale

Coordinate with Accounting to ensure accuracy of actuals in all internal reporting tools

Promote vision/strategy around processes and systems to help support scale in a high-growth environment

Be an expert in financial modeling and quantitative analysis, enjoying solving complex and unstructured problems

Possess a demonstrated ability to work collaboratively across different functions and effectively influence senior business partners

The Team You'll Work With

You’ll be joining our Strategic Finance Team as a Senior Finance Associate.

This is a high-impact role on the Strategic Finance team supporting our R&D, G&A, and Sales and Marketing Platform organizations, generating insights into business performance, and providing Carta’s leadership team with effective decision-making support. In this role, you’ll be part of a highly dynamic team supporting the growth of Carta and the creation of the future of private capital markets, and be a key business partner to our department leaders.

About You

You are personable, approachable, and able to collaborate constructively with each and every person on the team and throughout the business

Capable of operating independently, managing relationships, deliverables, and expectations with business partners

Bachelor's Degree in Finance, Accounting, Economics, or Business

3+ years of FP&A, Accounting, or Finance experience in the technology industry; familiarity with the software industry (and SaaS) is a plus

Experience supporting G&A teams in a Finance or Operations role

Experience in Headcount and Capacity Planning is a plus

Strong financial modeling skills and quantitative analysis abilities

Strong written and oral communication skills

Strong knowledge of generally accepted accounting principles

Ability to work independently in a fast-paced, quickly changing environment

Attention to detail and the highest standards for accuracy and precision

Experience with systems such as Netsuite, Coupa, Workday, Salesforce, G-Suite, Office, etc.

Excellent communication skills with the ability to distill complex thoughts and strategies into simple, actionable recommendations, especially for executives

At Carta, you’re not just an employee. You’re a builder who is creating infrastructure that accelerates innovation and empowers more ownership. Cartans are helpful, relentless, unconventional and kind; representing Carta’s 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

Benefits

Carta’s 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:

$125,000 - $148,000 in San Francisco

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

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 recruiter via email. As a company, we value fairness, helpfulness, transparency, leadership and build our teams around these values. Check out our careers page to get to know us better as you think about your next step at Carta.

Important Security Notice for Candidates

Our company has been targeted by individuals creating fake domains similar to ours to scam prospects and candidates. Please note that all official communications from us will come from an @carta.com domain . Be cautious of any requests for sensitive information or payments outside of our official channels. For more information about this type of scam, please review the guidelines provided by the Federal Trade Commission (FTC). If you encounter any suspicious activity, please report it immediately to [email protected] .

Awards and Acknowledgements

Companies and funds like Tribe and Pipe build their businesses on Carta. The company has been included on the Forbes World’s Best Cloud Companies , Fast Company's Most Innovative list, and Inc.’s Fastest-Growing Private Companies . We’ve also been recognized as a 2023 Built In Best Place to Work in the U.S. , a Muse VIBE Award winner in the Vacation and Time Off category and certified as a Great Place to Work .

Interested in data privacy? Check out our policies on Privacy and CA Candidate Privacy.

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