Finance and Equity Analyst Sandy, UT

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.Carta is 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.As a Finance and Equity Analyst, you'll participate in a twelve-month rotation serving various parts of Equity Platform, including but not limited to preparing 409A Valuations, advising customers on financial reporting, preparing tax projections, and aggregating financial statements for Venture Capital investors. Finance and Equity Analysts will be assigned a dedicated team upon successful completion of the L1 rotation.The Problems You’ll Solve

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.Assist Equity Advisors with equity compensation tax projection vetting and preparation.Collect and process the financial metrics, KPIs, capitalization tables and articles of incorporation, or ‘AOIs’, for the portfolio companies of venture capital funds.Participate in discussions that drive operational improvements for the team.Provide feedback to engineering and product via testing, bug reporting, etc.About You

Bachelor’s degree in Accounting, Finance, Economics or a related fieldComfortable learning quickly and taking on new challengesAble to address finance-related and accounting questions in a clear and concise mannerKnowledge of financial statements and common financial conceptsExperienced with multi-tasking and able to balance dozens of projects at any given timeHighly organized with a strong attention to detailPossess a helpful and professional attitude with excellent verbal and written skillsExhibit diplomacy, tact, and poise under pressure when working through customer issues as well as a strong sense of curiosity to solve problemsAt 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.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, WAWe are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the recruiter via email. As a company, we value fairness, helpfulness, transparency, leadership and build our teams around these values.

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