Finance and Equity Analyst - Rotational Program

Carta
Utah
Workplace: OnsiteFull timeFunction: Finance & AccountingEducation: bachelorsSkills: ["Communication","Attention to detail","Multitasking","Organization","Problem-solving"]

Join the Auditable Reporting Services team for a twelve-month rotation delivering 409A valuations, financial reporting support, tax projections, and equity-focused advisory for venture capital funds. Collaborate with Equity Advisors, assist portfolio companies, and provide feedback to engineering and product while helping build foundational private market infrastructure.

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FursaFursa
Carta
Carta
3 years ago

Finance and Equity Analyst - Rotational Program

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Last checked: 2 hours agoStatus: Live

Job Summary

Join the Auditable Reporting Services team for a twelve-month rotation delivering 409A valuations, financial reporting support, tax projections, and equity-focused advisory for venture capital funds. Collaborate with Equity Advisors, assist portfolio companies, and provide feedback to engineering and product while helping build foundational private market infrastructure.
Location: Utah
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting

Key Responsibilities

  • •Validate and properly segment 409A Valuation requests.
  • •Manage the delivery responsibility of 409A Valuations for Carta’s earliest-stage customers.
  • •Support the customer-facing process for requesting 409A Valuations.
  • •Assist customers with low-complexity, high-volume financial reporting inquiries.
  • •Prepare qualified small business tax exemption, or QSBS, attestation letters.

Key Requirements

  • •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
Experience:Venture capitalPrivate marketsFund administration
Education:Bachelor's
Skills:CommunicationAttention to detailMultitaskingOrganizationProblem-solving
Languages:English

Company Brief

Carta
Provides equity management, cap table software, and valuation services for private companies and investors. Carta streamlines ownership tracking, employee equity plans, and compliance for startups, venture-backed firms, and venture capital investors.
Industry: Fintech Infrastructure
Company Size: Enterprise (1,001+ employees)
Growth: Scaleup
Valuation: Unicorn (USD 1B+)
Funding: Series G
Headquarters: San Francisco, United States
Founded: 2012
WebsiteLinkedIn