Carta
Finance and Equity Analyst
Sandy, UT · Exec
Sponsorship not specifiedDetected 78 days ago
PythonFinancial ModelingFinancial AnalysisAccountingExcelERPCommunicationFinancial Reporting
About the role
- Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is shaping the future of private market infrastructure.
- Traditional ERP solutions don't work for Private Funds.
- Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.
Responsibilities
- Support customers through both deliverable and client-facing work on 409A valuations, tax reporting, fund implementations, and portfolio data collection
Requirements
- Bachelor's degree in Accounting, Finance, Economics, Mathematics, or related fields (or equivalent experience)
- Knowledge of financial statements and common financial concepts
- Experience managing multiple projects simultaneously and adapting to shifting priorities
Nice to have
- 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 AI tools (Claude, Gemini, etc.) thoughtfully in your work
- Carta uses E-Verify in the United States for employment authorization.
- See the E-Verify and Department of Justice websites for more details.
- For information on our data privacy policies, see Privacy, CA Candidate Privacy, and Brazil Transparency Report.
- Please note that all official communications from us will come from an @carta.com or @carta-external.com domain.
Benefits
- Become an expert in private markets, AI tools, and Carta's ERP vision
Company info
- You'll Work With
- You'll be joining our auditable reporting services team, which supports multiple products and services including 409A Valuations, Qualified Small Business Stock (QSBS) Attestations, Fund Tax, Venture Capital & Private Equity Implementations, VC Financial Reporting, Portfolio Data Collection, and Capital Call Lines of Credit.
- This 12-month program rotates you across these teams to build deep expertise in private capital operations while developing systems thinking and automation skills that directly improve how our customers manage complex financial workflows.
- Strong interest in AI and automation-you understand these as tools to augment thinking, not replace it
- Bias for action-you take ownership and don't wait for perfect instructions
- Excellent verbal and written communication skills with diplomacy and poise under pressure
- Curious, competitive mindset-you want to be excellent, not just get a job
Equal opportunity
- equal opportunity employer and are committed to providing a positive interview experience for every candidate.
This listing is sourced directly from Carta's careers page and normalized into a canonical job model.