The Problems You'll Solve

At Carta, our employees set out on a mission to unlock the power of equity ownership for more people in more places. We believe that the problems we solve today unlock the opportunities of tomorrow. As a Senior Strategic Finance Associate, you’ll work to:

• Support all parts of the organization by providing clean, consistent data and financial analysis
• Deliver high-quality monthly, quarterly, annual, and long-term forecasting
• Lead recurring BvA analysis and deliver monthly/quarterly analysis
• Automate and consolidate reporting of the business' financial results, including variances to plan, ensuring key issues, risks, and business drivers are understood and highlighted
• Provide analytical support, develop actionable insights, and proactively partner and collaborate with business stakeholders to better understand risks and opportunities
• Develop financial business cases to support investment decisions
• Partner across Strategic Finance to continuously improve processes and tools to drive scale
• Coordinate with Accounting to ensure accuracy of actuals in all internal reporting tools
• Promote vision/strategy around processes and systems to help support scale in a high-growth environment
• Be an expert in financial modeling and quantitative analysis, enjoying solving complex and unstructured problems
• Possess a demonstrated ability to work collaboratively across different functions and effectively influence senior business partners

The Team You'll Work With

You’ll be joining our Strategic Finance Team as a Senior Finance Associate.

This is a high-impact role on the Strategic Finance team supporting our R&D, G&A, and Sales and Marketing Platform organizations, generating insights into business performance, and providing Carta’s leadership team with effective decision-making support. In this role, you’ll be part of a highly dynamic team supporting the growth of Carta and the creation of the future of private capital markets, and be a key business partner to our department leaders.

About You

• You are personable, approachable, and able to collaborate constructively with each and every person on the team and throughout the business
• Capable of operating independently, managing relationships, deliverables, and expectations with business partners
• Bachelor's Degree in Finance, Accounting, Economics, or Business
• 3+ years of FP&A, Accounting, or Finance experience in the technology industry; familiarity with the software industry (and SaaS) is a plus
• Experience supporting G&A teams in a Finance or Operations role
• Experience in Headcount and Capacity Planning is a plus
• Strong financial modeling skills and quantitative analysis abilities
• Strong written and oral communication skills
• Strong knowledge of generally accepted accounting principles
• Ability to work independently in a fast-paced, quickly changing environment
• Attention to detail and the highest standards for accuracy and precision
• Experience with systems such as Netsuite, Coupa, Workday, Salesforce, G-Suite, Office, etc.
• Excellent communication skills with the ability to distill complex thoughts and strategies into simple, actionable recommendations, especially for executives

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 minimum cash compensation (salary + commission if applicable) range for this role is:
$125,000 - $148,000 in San Francisco

Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.