Full-Time

M&a Integration Lead

Posted on 8/15/2024

Carta

Carta

1,001-5,000 employees

Financial platform for fundraising and equity management

Fintech
AI & Machine Learning
Financial Services

Compensation Overview

$208k - $295kAnnually

+ Equity + Commission

Senior, Expert

San Francisco, CA, USA + 1 more

More locations: New York, NY, USA

Category
Project Management
Strategy Development
Business & Strategy
Required Skills
Communications
Mergers & Acquisitions (M&A)
Requirements
  • 6 - 8+ years of experience in M&A integration, management consulting, corporate development, investment banking, private equity, venture capital, corporate strategy, or business operations
  • Strong organizational skills with the ability to effectively design and set priorities, goals, and feedback loops with internal teams
  • Deep understanding of enterprise software, SaaS; experience working in the VC/PE ecosystem and/or fintech a plus
  • Excellent communication skills with the ability to distill complex thoughts and strategies into simple, actionable recommendations, especially to executives
Responsibilities
  • Work with product and business leaders within Carta to influence strategy for our different businesses and products
  • Develop integration strategy and deliver robust integration plans for acquisitions
  • Own integration plan execution, and ensure strong alignment with acquired founders and teams about go-forward planning
  • Coordinate with internal stakeholders on all aspects of the integration - people, back office, operations, product, business integration. Run integration meetings and project lead all workstreams
  • Work with cross-functional groups within Carta (including Legal, People, Finance / Accounting, Product, Engineering teams) to plan, prioritize, and execute projects on time and within budget
  • Interact with senior leadership in developing integration plans and identifying issues/concerns to ensure alignment of objectives
  • Create materials and develop communications to provide regular updates to the leadership team on progress, key decisions, and major risks / issues that need to be resolved
  • Continuously improve integration capabilities by identifying and developing process improvements, playbooks and tools to increase the efficiency and effectiveness of the team and improve the quality of integration efforts.

Carta provides a platform that helps businesses, particularly startups and investment firms, manage their fundraising processes more efficiently. The platform offers a variety of tools and services that assist in asset management, back office automation, and portfolio insights. One of its standout features is the use of machine learning to provide real-time market intelligence, which helps businesses make informed decisions about employee compensation. Additionally, Carta simplifies the process of equity sales for employees and investors, making it easier to navigate what can often be a complicated area. Unlike many competitors, Carta focuses on providing a comprehensive suite of services that not only streamline fundraising but also support audit, tax, and valuation needs. The goal of Carta is to make the fundraising journey faster, easier, and more cost-effective for its clients.

Company Stage

Series G

Total Funding

$1.1B

Headquarters

San Francisco, California

Founded

2012

Growth & Insights
Headcount

6 month growth

0%

1 year growth

0%

2 year growth

-2%
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

INACTIVE