Strategic Finance Senior Manager (Corporate)

DBA Carta, Inc.•San Francisco, CA

40d•Hybrid

About The Position

Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. Trusted by 65,000+ companies in 160+ countries, Carta's platform of software and services lays the groundwork so you can build, invest, and scale with confidence. Carta's Fund Administration platform supports 9,000+ funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is shaping the future of private market infrastructure. Together, Carta is creating the end-to-end ERP platform for private markets. 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 Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Carta's software for the Office of the Fund CFO does just that - it's a new category of software to make private markets look more like public markets - a connected ERP for private capital. For more information about our offices and culture, check out our Carta careers page. At Carta, our employees set out on a mission to unlock the power of equity ownership for more people in more places. We believe that the problems we solve today unlock the opportunities of tomorrow. As a Strategic Finance Senior Manager (Corporate), you'll work to: Shape Carta's long-range financial story by owning corporate-level financial models and forecasting frameworks that align growth, margin, and capital efficiency targets across all business units Elevate strategic storytelling for executives and the Board by distilling complex financial data into clear narratives that frame trade-offs, highlight opportunities, and drive alignment on company priorities Operationalize strategic priorities by linking company-wide initiatives and investments to bottom-line outcomes, ensuring financial plans reflect both ambition and discipline Partner across Product, GTM, and G&A leadership to evaluate trade-offs in headcount, spend, and investments-turning analysis into actionable recommendations that balance growth and efficiency Apply benchmarking and scenario analysis to evaluate Carta's performance against peers and emerging industry trends, helping the business identify gaps, opportunities, and best practices Own quarterly and annual planning processes at the corporate level, aligning bottom-up inputs with top-down targets to ensure predictability and accountability Enhance financial reporting and insights by improving automation, dashboards, and KPIs that enable executives to track progress against growth, margin, and cash flow goals in real time Mature Carta's financial infrastructure and processes to meet the needs of a scaling business, building the rigor, transparency, and insights needed to support sustained growth You'll be joining our Strategic Finance team supporting Carta's leadership. This is a high-impact role at the center of corporate planning and decision-making, responsible for driving alignment across Product, GTM, and G&A functions. You'll generate insights into Carta's overall financial performance, shape our long-range strategy, and provide the frameworks that guide investment and resource allocation. As a primary finance partner to company leadership, you'll bring clarity and storytelling to complex financial topics-helping Carta mature its financial infrastructure while continuing to scale as a category-defining business.

Requirements

8+ years of progressive Finance experience, ideally combining time in professional services (investment banking, private equity, or consulting) with in-house Corporate Finance or FP&A in a technology company; SaaS or high-growth experience strongly preferred
Strong foundation in analytical rigor, financial modeling, and strategic problem-solving, developed in environments where precision and speed are equally critical
Ability to translate complex financial data into clear insights and compelling narratives for executives and Boards
Track record of supporting strategic planning, capital allocation, and investment decisions that balance growth and efficiency
Proven success operating in dynamic, high-growth settings, managing multiple priorities with minimal oversight
Record of driving automation and process improvements to enhance insights, scalability, and efficiency
Strong communication skills with the ability to influence senior stakeholders and partner effectively across Product, GTM, and G&A teams
Familiarity with financial and business systems such as Pigment, NetSuite, Coupa, Workday, Salesforce, Google Workspace, and Microsoft Office a plus
Bachelor's degree in Finance, Accounting, Economics, or Business; advanced degree or certification (e.g., MBA, CPA, CFA) a plus
Comfortable going into the San Francisco office on a hybrid schedule (Tue-Thu, 3 days/week)

Responsibilities

Shape Carta's long-range financial story by owning corporate-level financial models and forecasting frameworks that align growth, margin, and capital efficiency targets across all business units
Elevate strategic storytelling for executives and the Board by distilling complex financial data into clear narratives that frame trade-offs, highlight opportunities, and drive alignment on company priorities
Operationalize strategic priorities by linking company-wide initiatives and investments to bottom-line outcomes, ensuring financial plans reflect both ambition and discipline
Partner across Product, GTM, and G&A leadership to evaluate trade-offs in headcount, spend, and investments-turning analysis into actionable recommendations that balance growth and efficiency
Apply benchmarking and scenario analysis to evaluate Carta's performance against peers and emerging industry trends, helping the business identify gaps, opportunities, and best practices
Own quarterly and annual planning processes at the corporate level, aligning bottom-up inputs with top-down targets to ensure predictability and accountability
Enhance financial reporting and insights by improving automation, dashboards, and KPIs that enable executives to track progress against growth, margin, and cash flow goals in real time
Mature Carta's financial infrastructure and processes to meet the needs of a scaling business, building the rigor, transparency, and insights needed to support sustained growth

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