Finance and Equity Analyst
3 weeks ago
The Team You’ll Work With
As an Equity and Finance Analyst enrolled in our 9-12-month rotational program, you will get the opportunity to master the fundamentals of startup valuations, enhance customer experience through services, and gain expertise in individual tax advisory through collaboration with our Equity Advisory team. Additionally, you will have the chance to gather information on investment performance by working with our Portfolio Insights team.
During the program, you'll rotate through three of our four teams, spending 3-6 months with each. This immersive experience will give you insight into the daily tasks of each team, providing you with a holistic understanding of our customers' journey. Success in this program will position you well to take on a full time, specialized role on one of the teams.
The Problems You’ll Solve
Manage data validations, customer support, ongoing projects, and ad-hoc valuations in a timely manner
Provide exceptional customer service to address and resolve customer issues prior to valuation report delivery via on-demand specialized support (phone, email, and other)
Escalate customer issues as needed to appropriate team/level
Review and interpret financial statements, articles of incorporation, note documents, and other legal/financial documents
Translate unstructured financial data into Carta models
Prepare or revise valuation work or audit responses as needed
Participate in discussions to drive operational improvements for the team
Complete assigned tasks and follow-up as necessary
Provide feedback to R&D via testing, bug reporting, etc.
About You
Bachelor’s degree
Comfortable learning quickly and taking on new challenges
Willingness to solve problems and work autonomously
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, 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
Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our expected cash compensation (salary + commission if applicable) range for this role is:
$67,500 Seattle, WA
#J-18808-Ljbffr
-
Vice President, Finance
3 weeks ago
Seattle, United States Transwestco Full timeTransWest is looking for a VP, Finance and Accounting to join our team in Seattle, WA! The VP, Finance & Accounting is a pivotal role that combines strategic oversight with a willingness to engage deeply with the details. This position is accountable for all finance and accounting operations, and will guide financial strategy to improve company performance...
-
Seattle, United States Amazon.com Inc Full timeThis is an exciting opportunity to join a growing organization within Amazon Web Services (AWS). The AWS Partner Organization (APO) is a force multiplier for AW - Ss customer reach and allows AWS to win more deals, faster. We're seeking a Senior Fina AWS, Financial Analyst, Finance, Financial, Analyst, Senior, Technology
-
Equity and Reporting Accountant
1 week ago
Seattle, United States Stripe Full timeWho we are About Stripe Stripe is a financial infrastructure platform for businesses. Millions of companies - from the world's largest enterprises to the most ambitious startups - use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of...
-
Research Analyst
4 weeks ago
Seattle, United States Himalaya Capital Full timeHimalaya Capital, a value investment fund management firm based in Seattle, Washington, is looking to hire a Research Analyst. The successful candidate would be a generalist and involved in all research areas within the firm. Applicants should have at least five years of equity research experience, extensive knowledge in value investing, and a credible track...
-
Research Analyst
3 weeks ago
Seattle, United States Himalaya Capital Full timeHimalaya Capital, a value investment fund management firm based in Seattle, Washington, is looking to hire a Research Analyst. The successful candidate would be a generalist and involved in all research areas within the firm. Applicants should have at least five years of equity research experience, extensive knowledge in value investing, and a credible track...
-
Private Equity Associate
3 days ago
Seattle, United States Sound Growth Partners Full timeBackground: Sound Growth Partners (“SGP”) is a Seattle-based private equity firm focused on investing in clear market leaders within defined niches of the lower middle market using a unique one-stop buyout approach. SGP makes investments in companies in the business services, consumer products, and niche manufacturing sectors with $2mm - $10mm of EBITDA....
-
Private Equity Associate
3 days ago
Seattle, United States Sound Growth Partners Full timeBackground: Sound Growth Partners ( SGP ) is a Seattle-based private equity firm focused on investing in clear market leaders within defined niches of the lower middle market using a unique one-stop buyout approach. SGP makes investments in companies in the business services, consumer products, and niche manufacturing sectors with $2mm - $10mm of EBITDA. SGP...
-
Private Equity Associate
5 days ago
Seattle, United States Sound Growth Partners Full timeBackground: Sound Growth Partners (“SGP”) is a Seattle-based private equity firm focused on investing in clear market leaders within defined niches of the lower middle market using a unique one-stop buyout approach. SGP makes investments in companies in the business services, consumer products, and niche manufacturing sectors with $2mm - $10mm of EBITDA....
-
Private Equity Associate
22 hours ago
Seattle, United States Sound Growth Partners Full timeBackground: Sound Growth Partners (“SGP”) is a Seattle-based private equity firm focused on investing in clear market leaders within defined niches of the lower middle market using a unique one-stop buyout approach. SGP makes investments in companies in the business services, consumer products, and niche manufacturing sectors with $2mm - $10mm of EBITDA....
-
Analyst, CFO Services
4 days ago
Seattle, United States Alvarez & Marsal Full timeA&M CFO Services work with private equity held portfolio companies and provide our clients with solutions to preserve and generate value for their businesses. Our goal is to improve transparency to key drivers and business performance, to support inc CFO, Analyst, Accounting, Service, Project Management, Operations, Business Services, Technology
-
Financial Analyst
3 weeks ago
Seattle, United States Creative Financial Staffing Full timeFinancial Analyst CFS has teamed up with an IT company on the forefront of innovation in the Seattle area. About the Company Join a team of entrepreneurial, analytical and creative leaders who is dedicated to success This role is for someone who enjoys being a part of a fast paced innovative team that is making history Located in the heart of...
-
Credit Analyst
3 weeks ago
Seattle, Washington, United States gpac Full timePOSITION SUMMARY: The Ag/Commercial Credit Analyst will support the lenders in underwriting requests for credit extensions to new and existing ag/commercial clients. The right credit analyst will perform detailed financial analysis for all lending opportunities, prepare credit approval and modification requests for presentation to Loan Committee by the...
-
Financial Analyst
6 days ago
Seattle, United States Creative Financial Staffing Full timeFinancial Analyst CFS has teamed up with an IT company on the forefront of innovation in the Seattle area. About the Company Join a team of entrepreneurial, analytical and creative leaders who is dedicated to success This role is for someone who enjoys being a part of a fast paced innovative team that is making history Located in the heart of beautiful...
-
Manager, Post-Award Business and Finance
1 week ago
Seattle, Washington, United States Seattle Children's Hospital Full timeResponsibilities: This position provides operational leadership and direction for the development and growth of the post-award business operations team in Seattle Children's Research Integration Hub (RIH). The incumbent will be responsible for ensuring effective and timely cost recovery via sponsor payments for all clinical research grants, contracts, and...
-
Financial Analyst
4 weeks ago
Seattle, United States Turning Point Strategic Advisors Full timeTurning Point is a financial advisory firm serving mid-market companies in the Pacific Northwest. We specialize in harnessing financial data for CFO consulting, scale and restructuring services, debt and capital advisory, and improved operations and profitability. We are expanding our business and are looking to add a Financial Analyst to our team. This is...
-
Financial Analyst
4 weeks ago
Seattle, United States Turning Point Strategic Advisors Full timeTurning Point is a financial advisory firm serving mid-market companies in the Pacific Northwest. We specialize in harnessing financial data for CFO consulting, scale and restructuring services, debt and capital advisory, and improved operations and profitability. We are expanding our business and are looking to add a Financial Analyst to our team. This is...
-
Financial Analyst
22 hours ago
Seattle, United States Turning Point Strategic Advisors Full timeTurning Point is a financial advisory firm serving mid-market companies in the Pacific Northwest. We specialize in harnessing financial data for CFO consulting, scale and restructuring services, debt and capital advisory, and improved operations and profitability. We are expanding our business and are looking to add a Financial Analyst to our team. This is...
-
Accounts Payable Analyst
2 weeks ago
Seattle, United States Creative Financial Staffing Full timeAccounts Payable Analyst CFS has teamed up with a Non-Profit that serves the health interests of the community. About the Company Join a team of dedicated leaders who see employees as their strongest asset Leadership prioritizes the development of the team and the organization by aiding in professional advancement Work with a team of happy, enthusiastic...
-
FinOps Analyst/Business Analyst
3 days ago
Seattle, United States Careerbuilder-US Full timeSoftware Resources has an immediate job opportunity for a FinOps Analyst/Business Analyst with a major corporation, on-site in Seattle, WA. Duration : 6 month(s) Description : This is for a FinOps /Business Analyst role The cloud first strategy has driven extreme growth across the cloud providers, platforms, and tools used across the enterprise to deliver...
-
Financial Analyst/Tax
6 days ago
Seattle, United States Educated Solutions Corp Full timeESC’s Premier Client is looking for a Financial Analyst\Legal Accountant to join their Tax Finance Team. This team is responsible for Procure to Pay lifecycle for Tax Advisory engagements, in addition to operational planning, financial controllership and FP&A. You will work through a ticket queue of legal contract review requests and note any areas for...