Finance and Equity Analyst - Rotational Program

Position Overview

The Auditable Reporting Services (ARS) Team at Carta supports a diverse set of product lines and services that span the entire Carta network. As an Equity & Finance Analyst, you'll participate in a twelve‐month rotational program supporting various parts of the ARS team. The goal of this program is to cultivate the skills and perspective needed to develop a holistic understanding of the ARS organization and Carta network, positioning participants for long‐term success within the business. Upon successful completion of the program, Equity & Finance Analysts will be assigned to a dedicated team within ARS.

Key Responsibilities

• Validate and properly segment 409A Valuation requests.
• Prepare 409A Valuations for Carta's earliest-stage customers.
• Support the customer-facing process for requesting 409A Valuations.
• 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 for the portfolio companies of venture capital funds.
• Process renewals for capital call lines of credit.
• Collect and process cap table data for the portfolio companies of private equity funds.
• Participate in preparation of tax returns for venture capital funds.
• Participate in discussions that drive operational improvements for the team.
• Provide feedback to engineering and product via testing, bug reporting, etc.

Required Qualifications

• 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

Benefits & Perks

• Salary: $71,250 - $76,000 in Seattle, WA (Hourly rate of $34.25 - $36.54); Annualized based on an estimated 40 hours per week before overtime. Final offers may vary based on geography, candidate experience, expertise, and other factors.
• Benefits: Market competitive salary, equity for all full-time roles, exceptional benefits, and, for applicable roles, commission plans.