Financial Leadership Position

1 week ago


New York, New York, United States cartage Full time
About the Role

We are seeking a highly skilled and experienced Fund Administration Expert to lead our implementation accounting team. As an Implementations Accountant Team Lead, you will be responsible for overseeing the onboarding of new fund administration customers into Carta services.

Your primary focus will be on ensuring a smooth and efficient onboarding process, which includes coordinating with internal teams and external stakeholders, managing data migration, and addressing any client issues that may arise.

Key Responsibilities
  • Lead a team of Implementation Fund Accountants by promoting best practices, setting a strong example, contributing to team deliverables, and ensuring customer satisfaction
  • Ensure work is properly allocated to team members and that projects are completed on time
  • Review data uploaded by your team in Carta and conduct quality assurance checks to ensure the accuracy and completeness of onboarding
  • Monitor and assist team members in the daily operation aspects of the project including reviewing the status and performance against targets, performing root cause analysis of variances and making improvements to meet the targets
  • Take full responsibility for reporting on team performance by assisting in hiring, offering training and mentorship, conducting regular 1:1 meetings, providing performance feedback, and supporting your team members in achieving their career objectives
  • Review team and individual level metrics to identify opportunities for improvement, plan improvement initiatives, and lead execution of those plans with your team
  • Collaborate with both internal teams and external stakeholders on complex projects, handling ambiguity as needed
  • Address and de-escalate any issues related to data migration or client onboarding, ensuring that root causes are identified and processes are adjusted to prevent recurrence
  • Help define prioritization needs and provide leverage to our internal teams and external clients
  • Proactively escalate client issues by providing details and recommendations for solutions
  • Represent your team's interests in leadership discussions and work closely with managers and directors
About You

To be successful in this role, you will need to have a deep understanding of Venture Capital, Private Equity, Hedge Fund and Fund Administration, with 5+ years of experience in this industry.

You will also need to have:

  • Bachelor's degree in Accounting or Finance, or equivalent experience
  • Proven 1 to 3 years of leadership experience
  • Advanced Microsoft Office skills
  • Experience maintaining, managing and nurturing multiple client relationships
  • Experience producing and reviewing financial statements, ensuring quality and consistency of the accounting data uploaded to internal systems
  • Experience managing and monitoring the timely delivery of quality client deliverables
  • Risk management experience, identifying risk and putting controls in place
  • Experience providing training and guidance to new and existing team members
  • Incredible organizational skills, high attention to detail, and an ability to complete competing priorities quickly and autonomously
Compensation

Carta offers a competitive salary, equity for all full-time roles, exceptional benefits, and commissions plans. The minimum cash compensation range for this role is $113,240 - $141,550 in Seattle, WA and $119,200 - $149,000 in San Francisco, CA, Santa Clara, CA, and New York, NY.



  • New York, New York, United States The Brotherhood Sister Sol Full time

    Job Title: Financial Leadership PositionWe are seeking an experienced Financial Leadership Position to join our team at The Brotherhood Sister Sol. As a key member of our senior leadership team, you will be responsible for managing the organization's overall financial health by maintaining accurate financial records, ensuring compliance with regulatory...


  • New York, New York, United States Hoxton Circle Full time

    About the RoleWe are seeking a highly skilled Group Controller to join our team at Hoxton Circle. The successful candidate will play a crucial role in supporting multiple acquisitions annually, focusing on consolidation and integration of acquired organizations.This is a fully remote position with extensive travel requirements. As a key member of our...


  • New York, New York, United States Randstad Full time

    Randstad is seeking a Senior Controller to join their NYC office. This role will be reporting to the CFO/COO and will be responsible for revamping financial operations and procedures as well as leading a team.This is an excellent opportunity for someone with strong FP&A, budgeting, forecasting, and accounting skills to make a major impact at a leading...


  • New York, New York, United States RTM Business Group Full time

    Vice President of Finance Opportunity at RTM Business Group We are seeking a highly motivated and experienced Financial Executive to join our leadership team as Vice President of Finance. As a key member of our team, you will be responsible for leading our finance and accounting functions and providing strategic guidance to drive business growth and...


  • New York, New York, United States Pyle USA Full time

    Senior Finance Director - Join Our Team!Pyle USA is a leader in the consumer products industry, with a diverse range of brands prominently featured through leading online retailers. We are seeking a highly experienced Finance Professional to join our team and drive our financial strategy.About the RoleThe ideal candidate will have a strong background in...


  • New York, New York, United States LHH Recruitment Solutions Full time

    At LHH Recruitment Solutions, we are currently seeking an experienced Finance Manager to oversee the organization's accounting, finance, and reporting activities in our NYC office.We offer a competitive salary range of $95,000.00 to $105,000.00 per year for this role.About the JobThis is a 4-day-per-week position that requires strong attention to detail,...


  • New York, New York, United States Eclipse Recruiting Solutions Full time

    Job OverviewWe are seeking an experienced Financial Leadership Role to join our team at Eclipse Recruiting Solutions. The successful candidate will be responsible for safeguarding the financial affairs and data integrity of the organization.This role involves preparing financial analyses of operations, including interim and final financial statements with...


  • New York, New York, United States CPA firm Full time

    Regional CPA firm seeks a seasoned Audit Manager / Senior Manager with expertise in professional services firms. This role offers an exceptional opportunity to lead multiple auditing and accounting projects, driving growth and excellence within the organization.The ideal candidate will possess a strong background in public accounting, with 5 years of audit...


  • New York, New York, United States Spartan Placements, LLC Full time

    Job OverviewSpartan Placements, LLC is seeking a skilled Financial Leadership Specialist to join their team.Estimated Salary Range$120,000 - $180,000 per year, depending on experience and qualifications.About the RoleThis leadership position involves identifying and proposing solutions to technical issues, developing client relationships through effective...


  • New York, New York, United States Hoxton Circle Full time

    We are seeking a highly skilled Controller to lead our financial operations at Hoxton Circle. As a seasoned financial leader, you will be responsible for overseeing our accounting and finance functions, ensuring compliance, accuracy, and efficiency while supporting our firm's strategic growth.Key Responsibilities:Develop and implement financial strategies to...


  • New York, New York, United States Slang Full time

    Slang.ai is revolutionizing the way businesses interact with customers through conversational AI. As our Director of Finance, you'll be responsible for leading our financial operations, implementing efficient financial processes and controls, and developing plans to scale the business. You'll work closely with other department leaders and external...


  • New York, New York, United States Sandler Search Full time

    The Chief Financial Officer (CFO) will play a vital role in shaping the financial future of The Roads to Success organization. Reporting directly to the CEO, this individual will oversee all aspects of fiscal management, including budget planning, financial reporting, and forecasting. About Us: RTS is committed to empowering young people to take control of...


  • New York, New York, United States Rider Solution Full time

    About the JobAs a Senior Controller at Rider Solution, you will oversee all controllership functions in our operating company, including general accounting, financial reporting, and financial systems. This role requires 3 days in the office, offering a fast-paced environment, strong company values, and unique opportunities for career growth.


  • New York, New York, United States Koda Bookkeeping Llc Full time

    Job DescriptionKoda Bookkeeping Llc is seeking a strategic and detail-oriented director for our bookkeeping team. The ideal candidate will take ownership of the team and hold them accountable for managing multiple client files varying in size and industry.This is a remote, work-from-home position with flexible hours and unlimited time off. The salary for...


  • New York, New York, United States Keller Executive Search Full time

    About the Job:Keller Executive Search is currently seeking a highly skilled Assistant Director of Finance to join their team. This senior-level position offers a unique opportunity for a seasoned finance professional to take on a leadership role in overseeing the financial operations of the organization. In this capacity, you will be responsible for...


  • New York, New York, United States Fusemachines Full time

    Requirements & QualificationsEducation: Bachelor's degree in Finance, Accounting, or a related field, MBA or advanced degree in Finance or Accounting is preferred, professional certification (CPA, CMA, or equivalent) is advantageous.Experience: Minimum of 10 years of experience in senior financial management roles, proven experience as a CFO, preferably in a...


  • New York, New York, United States KIPP NYC Public Schools Full time

    About KIPP NYC Public SchoolsKIPP NYC Public Schools is a non-profit organization dedicated to providing high-quality education to students in the Bronx, Brooklyn, and Manhattan. Our mission is to create joyful and rigorous schools that prepare students for success in college and beyond.Job DescriptionWe are seeking an experienced Controller to join our...


  • New York, New York, United States Creative Financial Staffing Full time

    **Job Summary:**We are seeking a highly skilled Financial Controller to join our team at Creative Financial Staffing. This is a fantastic opportunity for an experienced professional to take on a leadership role in accounting and financial management.The ideal candidate will have 2+ years of experience in Accounts Payable and a strong understanding of...


  • New York, New York, United States Soho House & Co. Full time

    Soho House & Co. is seeking a highly experienced Accounting Manager to lead the accounting department in Manhattan. The successful candidate will oversee the supervision of staff, review workpapers, and prepare statutory financial statements. This role requires strong technical accounting skills, experience with ERP functionality, and expertise in Microsoft...


  • New York, New York, United States Orchestra Full time

    Job DescriptionWe are looking for a highly skilled Director, Client Finance to join our dynamic team. In this role, you will develop and present monthly and quarterly management reporting, identify opportunities and provide strategic counsel to managing directors on business decisions, help develop and implement an integration plan for the financial...