Full-Time

Executive Assistant to the CFO

Confirmed live in the last 24 hours

Carta

Carta

1,001-5,000 employees

Financial platform for fundraising and equity management

Fintech
AI & Machine Learning
Financial Services

Compensation Overview

$151.3k - $178kAnnually

+ Equity + Commission Plans

Senior, Expert

San Francisco, CA, USA

Candidate must commute to the SF office 3 days per week.

Category
Executive Support
Administrative & Executive Assistance
Specialized Administrative Roles

You match the following Carta's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • 7+ years of Executive Assistant experience supporting a senior leader in the C-suite, preferably in the technology or banking industry
  • Experience coordinating board and audit committee meetings
  • Heavy calendar management and international travel coordination experience
  • Ability to effectively multitask and prioritize on a daily basis
  • Excellent written and verbal communication skills
  • Ability to commute to our SF office 3 days per week (required)
Responsibilities
  • Proactively and accurately manage heavy calendars for the CFO and assist the broader G&A team with complex scheduling as needed, including coordination of board and audit committee meetings
  • Triage and reply to emails, Lattice tasks/Google comments, Slack channels; manage CFO’s inbox and ensure timely follow-ups
  • Coordinate speaking engagements and conferences for the CFO, ensuring all logistics, travel, and briefing materials are managed smoothly
  • Manage international travel, including visa requirements and detailed itineraries
  • Provide end of day briefings to the CFO to prepare for the next day’s priorities
  • Track key meetings, external events, and conferences to provide the CFO with internal visibility and ensure all details and logistics are seamlessly managed
  • Plan and execute team meetings, events and offsites; including the coordination of agendas and materials, budgets, logistics, hospitality and more
  • Approve expenses, travel and time off requests for your Executive’s direct reports
  • Maintain a pulse on the sentiment of the organization serving as a liaison between your Executive and their team
  • Contribute to projects on the Executive Assistant team

Carta provides a platform that simplifies the fundraising process for businesses, particularly startups, venture capitalists, and private equity firms. The platform offers a variety of tools and services that help manage assets, automate back office operations, and provide insights into investment portfolios. One of its standout features is the use of machine learning to deliver real-time market intelligence, which aids businesses in making informed decisions about employee compensation. Additionally, Carta facilitates equity sales for employees and investors, making what can be a complicated process much easier. Unlike many competitors, Carta combines software with expert services to create a more comprehensive solution for its clients. The goal of Carta is to make fundraising faster, easier, and more cost-effective for businesses.

Company Stage

Series G

Total Funding

$1.1B

Headquarters

San Francisco, California

Founded

2012

Growth & Insights
Headcount

6 month growth

0%

1 year growth

1%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • Increased demand for digital equity management solutions benefits Carta.
  • Corporate Transparency Act creates a new market for Carta's compliance solutions.
  • Rising Series A valuations boost demand for Carta's services.

What critics are saying

  • Increased competition from startups like Slice threatens Carta's market share.
  • Recent data breach raises concerns about Carta's data security.
  • Decline in venture deal count on Carta's platform indicates potential business slowdown.

What makes Carta unique

  • Carta offers a comprehensive platform for managing equity electronically.
  • Carta provides real-time market intelligence powered by machine learning.
  • Carta simplifies equity sales for employees, stakeholders, and investors.

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Benefits

Free lunch and snacks

Equity

Employee liquidity every 12-18 months