Description:
The Auditable Reporting Services (ARS) Team at Carta supports a diverse set of product lines and services that span the entire Carta network.
As an Equity & Finance Analyst, you'll participate in a twelve-month rotational program supporting various parts of the ARS team. The goal of this program is to cultivate the skills and perspective needed to develop a holistic understanding of the ARS organization and Carta network, positioning participants for long-term success within the business.
Upon successful completion of the program, Equity & Finance Analysts will be assigned to a dedicated team within ARS.
The Problems You’ll Solve
- Validate and properly segment 409A Valuation requests.
- Prepare 409A Valuations for Carta’s earliest-stage customers.
- Support the customer-facing process for requesting 409A Valuations.
- 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 for the portfolio companies of venture capital funds.
- Process renewals for capital call lines of credit.
- Collect and process cap table data for the portfolio companies of private equity funds.
- Participate in preparation of tax returns for 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