Finance and Equity AnalystNew

Carta • Seattle, WA

395d

About The Position

As a Finance and Equity Analyst at Carta, you will play a crucial role in managing and delivering 409A Valuations for early-stage customers, supporting financial reporting inquiries, and assisting with equity compensation tax projections. This position involves a twelve-month rotation across various functions within the Equity Platform, providing a comprehensive understanding of financial operations in venture capital and private equity.

Requirements

• 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.

Nice To Haves

• Strong sense of curiosity to solve problems.

Responsibilities

• 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 financial metrics, KPIs, capitalization tables, and articles of incorporation for 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.

Benefits

• Market competitive salary
• Equity for all full-time roles
• Exceptional benefits
• Commission plans for applicable roles

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Health and Personal Care Retailers
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees