Finance and Equity Analyst

The Team You’ll Work With

The Equity Platform business unit at Carta includes a diverse set of services, including Valuations, Financial Reporting (or ASC 718), Equity Advisory, Qualified Small Business Stock  (‘QSBS’), Portfolio Insights, and Capital Call Lines of Credit  (‘CCL’).

These services are connected in various ways; for example, Carta’s 409A Valuations determine the strike price of employee options, which not only feeds into ASC 718’s stock-based compensation expense, but is a focal point of tax planning conversations with Carta’s Equity Advisory team. The narrative of these tax planning conversations can shift depending on whether the employee’s company is QSBS eligible, which also impacts the capital gains tax implications for Portfolio Insights customers; additionally, these customers are afforded flexible investment decisions with the assistance of Carta’s CCL product.

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 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
• 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 as well as a strong sense of curiosity to solve problems

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.