Finance and Equity Analyst

3 weeks ago


Seattle, United States Carta Full time

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

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