Finance and Equity Analyst

4 weeks ago

Seattle, Washington, United States Carta Full time
About the Role

We are seeking a highly skilled Finance and Equity Analyst to join our team at Carta. As a key member of our Equity Platform business unit, you will play a critical role in supporting the growth and success of our company.

Key Responsibilities
  • Valuation and Financial Reporting: Validate and properly segment 409A Valuation requests, manage the delivery responsibility of 409A Valuations for Carta's earliest-stage customers, and support the customer-facing process for requesting 409A Valuations.
  • Financial Analysis and Advisory: Assist customers with low-complexity, high-volume financial reporting inquiries, prepare qualified small business tax exemption, or 'QSBS', attestation letters, and assist Equity Advisors with equity compensation tax projection vetting and preparation.
  • Portfolio Management: Collect and process the financial metrics, KPIs, capitalization tables, and articles of incorporation, or 'AOIs', for the portfolio companies of venture capital funds.
  • Operational Improvement: Participate in discussions that drive operational improvements for the team and provide feedback to engineering and product via testing, bug reporting, etc.
Requirements
  • Education: Bachelor's degree in Accounting, Finance, Economics, or a related field.
  • Skills: 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, and a strong sense of curiosity to solve problems.
About Carta

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. We are 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.

What We Offer
  • Market Competitive Salary: Carta's compensation package includes a market competitive salary, equity for all full-time roles, exceptional benefits, and, for applicable roles, commissions plans.
  • Exceptional Benefits: Our benefits package includes [insert benefits].
Why Join Carta?

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.

  • Senior Investment Analyst

    4 weeks ago

    Seattle, Washington, United States Equity Residential Full time

    About the RoleWe are seeking a highly skilled Senior Investment Analyst to join our team at Equity Residential. As a key member of our investment team, you will be responsible for analyzing and optimizing our real estate portfolio to maximize returns.Key ResponsibilitiesConduct in-depth financial analysis and modeling to identify opportunities for portfolio...

  • Real Estate Private Equity Analyst

    2 weeks ago

    Seattle, Washington, United States Security Properties Full time

    Job Title: Analyst, Real Estate Private EquitySecurity Properties is seeking a skilled and detail-oriented Analyst, Real Estate Private Equity to join our team. As a key member of our Investments team, you will be responsible for performing financial analysis of multifamily investment properties and preparing reports for investors and senior management.Key...

  • Real Estate Private Equity Analyst

    2 weeks ago

    Seattle, Washington, United States Security Properties Full time

    Job Title: Analyst, Real Estate Private EquitySecurity Properties is seeking a highly skilled and detail-oriented Analyst, Real Estate Private Equity to join our team. As a key member of our Investments team, you will be responsible for performing financial analysis of multifamily investment properties and preparing reports for investors and senior...

  • Finance Analyst II

    1 week ago

    Seattle, Washington, United States Blue Origin Full time

    Job Title: Finance Analyst IIBlue Origin is seeking a highly skilled Finance Analyst II to join our team. As a Finance Analyst II, you will play a critical role in supporting the financial planning and analysis functions of the company.Key Responsibilities:Develop and maintain financial models and forecasts to support business decisionsAnalyze financial data...

  • Finance Analyst III

    7 days ago

    Seattle, Washington, United States Blue Origin Full time

    Financial Analyst Opportunity at Blue OriginWe are seeking a highly analytical and detail-oriented Financial Analyst to join our Operations Finance team at Blue Origin. As a key member of our team, you will play a critical role in driving financial insights and decision-making across the organization.Key Responsibilities:Develop and maintain financial models...

  • Finance Analyst III

    1 week ago

    Seattle, Washington, United States Blue Origin Full time

    Financial Analyst IIIAt Blue Origin, we're pushing the boundaries of space exploration and development. As a Financial Analyst III, you'll play a critical role in supporting our In-Space Systems business unit, driving financial analysis and planning to ensure the success of our projects.Key Responsibilities:Perform financial analysis and reporting to ensure...

  • Finance Analyst II

    6 days ago

    Seattle, Washington, United States Blue Origin Full time

    Financial Analyst Opportunity at Blue OriginWe are seeking a highly skilled Financial Analyst to join our team at Blue Origin. As a Financial Analyst, you will play a critical role in contributing to our mission of reducing the cost of access to space.Responsibilities:Partner with program leadership to align quarterly program forecasts for Cash Receipts,...

  • Senior Financial Analyst

    4 weeks ago

    Seattle, Washington, United States Amazon Full time

    About the RoleWe are seeking a highly skilled Senior Financial Analyst to join our Amazon Marketing Finance team. As a key member of our team, you will work closely with finance leaders to develop financial models and analytical insights to assist in evaluating new business concepts, turning insights into operational measurements, and identifying paths to...

  • Senior Financial Analyst

    4 weeks ago

    Seattle, Washington, United States Trident Seafoods Full time

    Job SummaryThe Senior Financial Analyst - Domestic Finance role supports the Domestic Finance function by interpreting and analyzing financial results for the US Value-Add team. This position will work closely with operational results and present analysis and recommendations to management and provide mentorship to more junior analysts.Key...

  • Senior Financial Analyst

    4 weeks ago

    Seattle, Washington, United States Amazon Full time

    About the RoleWe are seeking a highly skilled Senior Financial Analyst to join our Amazon Marketing Finance team. As a key member of our team, you will work closely with finance leaders to develop financial models and analytical insights to assist in evaluating new business concepts, turning insights into operational measurements, and identifying paths to...

  • Senior Financial Analyst

    4 weeks ago

    Seattle, Washington, United States Amazon Full time

    About the RoleAmazon is seeking a highly skilled Senior Financial Analyst to join our Marketing Finance team. As a key member of this team, you will play a critical role in developing financial models and analytical insights to drive business decisions.Key ResponsibilitiesDevelop and maintain financial metrics, reports, and scorecards to support...

  • Finance Analyst III

    4 weeks ago

    Seattle, Washington, United States Blue Origin Full time

    About Blue OriginBlue Origin is a pioneering aerospace manufacturer and spaceflight services company that is working to make humanity a multi-planetary species. Our mission is to enable millions of people to live and work in space, and to help make space travel accessible to everyone.Job SummaryWe are seeking a highly skilled and experienced Financial...

  • Senior Financial Analyst, Accounts Payable, Finance Operations M&A

    4 weeks ago

    Seattle, Washington, United States Amazon Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team at Amazon. As a key member of our Finance Operations team, you will be responsible for driving the development and execution of programs, policies, and controls that promote the operational health of our acquired subsidiaries.Key ResponsibilitiesAssess risk in subsidiary...

  • Program Finance Analyst II

    4 weeks ago

    Seattle, Washington, United States Blue Origin Full time

    About the RoleWe are seeking a highly skilled Financial Analyst to join our Engines program at Blue Origin. As a key member of our finance team, you will play a critical role in driving the monthly business rhythm and major financial planning processes.Key ResponsibilitiesDrive the monthly business rhythm and all major financial planning processes, including...

  • Senior Financial Analyst, Advertising Finance

    4 weeks ago

    Seattle, Washington, United States Amazon Full time

    About the RoleAmazon is seeking a highly motivated Senior Financial Analyst to join our high-growth Sponsored Advertising business. As a key partner, you will play a critical role in evaluating complex opportunities, creating models and reporting mechanisms, and developing business insights through data analytics.Key ResponsibilitiesManage financial and...

  • Finance Analyst III

    4 weeks ago

    Seattle, Washington, United States Blue Origin Full time

    About Blue OriginBlue Origin is a pioneering aerospace manufacturer and spaceflight services company that is revolutionizing the space industry. Our mission is to make humanity a multi-planetary species, and we're working towards making space travel accessible and affordable for everyone.Job SummaryWe're seeking a highly skilled and experienced Financial...

  • Real Estate Investment Manager

    1 month ago

    Seattle, Washington, United States Equity Residential Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Investment Analyst to join our team at Equity Residential. As a key member of our investment team, you will play a critical role in driving the success of our business by providing strategic investment advice and guidance to our leadership team.Key ResponsibilitiesConduct in-depth financial...

  • Renewable Energy Project Financing Credit Analyst

    3 weeks ago

    Seattle, Washington, United States Eclipse Solutions Full time

    About the RoleWe are seeking a skilled Credit Analyst to join our team at Eclipse Solutions, specializing in renewable energy project financing. As a key member of our cross-location team, you will be based in Düsseldorf and Koblenz.Your BenefitsPerformance-based compensation: Attractive and fair pay based on your performance.Remote work: Flexibility to...

  • Compensation and Benefits Analyst

    2 weeks ago

    Seattle, Washington, United States Trupanion Full time

    Job Title: Compensation & Equity AnalystTrupanion is seeking a detail-oriented Compensation & Equity Analyst to join our Total Rewards team. As a key member of our team, you will be responsible for analyzing salary and incentive data, developing and implementing compensation policies and procedures, and administering employee bonus plans and equity-based...

  • Debt Finance Attorney

    5 days ago

    Seattle, Washington, United States Lateral Link Full time

    Debt Finance Attorney OpportunityLateral Link is assisting a reputable law firm in their search for a mid/senior-level debt finance attorney with 3-6 years of experience.The firm's debt financing attorneys represent both public and private companies, as well as institutional lenders, in complex, structured financing transactions. They also have a strong...