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Carta

Fintech platform streamlining fundraising, equity, back-office

Finance and Equity Analyst - Rotational Program

Corporate Finance & FP&AConfirmed live in the last 24 hours
Full-timeSandy, UT, USANo salary listedIn-person

About the Job

Requirements

  • A Bachelor's degree in Accounting, Finance, Economics, Mathematics, or a related field, or equivalent experience.
  • A strong interest in artificial intelligence and automation, using them to augment thinking rather than replace it.
  • Knowledge of financial statements and common financial concepts.
  • Experience managing multiple projects simultaneously and adapting to shifting priorities.

Responsibilities

  • Use artificial intelligence tools, scripting, and command-line interface-based workflows to complete tasks and automate financial processes.
  • Support customers with deliverable and client-facing work on 409A valuations, tax reporting, fund implementations, and portfolio data collection.
  • Identify workflow inefficiencies and turn them into repeatable, scalable systems.
  • Provide feedback to engineering and product through testing, bug reporting, and process insights.
  • Develop expertise in private markets, artificial intelligence tools, and Carta's enterprise resource planning vision.
  • Rotate across auditable reporting services teams, including 409A Valuations, Qualified Small Business Stock Attestations, Fund Tax, Venture Capital and Private Equity Implementations, Venture Capital Financial Reporting, Portfolio Data Collection, and Capital Call Lines of Credit.

Desired Qualifications

  • Exposure to financial concepts through coursework, internships, or personal interest.
  • Experience with Python, scripting, or basic technical tooling.
  • Familiarity with financial modeling in Excel.
  • Experience using artificial intelligence tools such as Claude or Gemini thoughtfully in work.

About the Company

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Carta

Fintech platform streamlining fundraising, equity, back-office

Carta provides a fintech platform that helps startups, venture capitalists, and private equity firms manage fundraising, equity, and related back-office tasks. It automates processes such as compensation planning with real-time market data and machine learning, and also supports equity sales, audits, tax matters, valuations, and fund formations within a single system. The platform differentiates itself by offering an integrated suite that combines fundraising workflow, equity management, portfolio insights, and market data in one place. The goal is to make fundraising faster, easier, and more cost-effective while helping organizations manage their equity and portfolios more efficiently.

Company size
1,001-5,000
Company stage
Series G
Total funding
$1.1B
Headquarters
San Francisco, CA
Founded
2012

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