At Carta, we’re building the future of equity and ownership. We’ve changed how companies, investors, and employees manage equity. Now, we’re transforming how capital markets operate. Our goal is to create more owners and increase transparency and liquidity for shareholders. More than 800,000 investors, law firms, and employees use our platform, and we manage over $575B in equity.
As an Implementations Accountant, you will focus efforts on supporting new Fund Administration customers in their journey into Carta services. You will drive operational excellence within our fast-growing Fund Administration business by coordinating, facilitating and managing onboarding activities that are critical to achieving success for both our customers and Carta within a tight deadline.
In this role you will be responsible for interacting with a fund’s back office (CFO, fund manager) to collect their historical data, provide advisory support, and ultimately deliver accurate financial statements to both the client and internal stakeholders.
From sale close, to implementation, and continued customer success, the ideal Implementations Accountant will exhibit a high degree of problem-solving, velocity, and integrity as they leverage their subject-matter expertise to provide customers with a world-class onboarding experience.
Collaborate with new fund clients to collect data and advise on best accounting practices within Service Level Agreements (SLAs)
Effectively liaise between sales and Fund Accounting teams as the bridge post-sales
Identify process and quality improvements and highlight them to appropriate leadership
Create balanced, accurate quarterly financial statements from, at times, unstructured client data
Bachelor’s degree in Accounting, Finance, or related field
1+ years of experience in a role with a finance or accounting background.
Strong accounting analysis with the ability to interpret a story through unstructured data
Passionate, tactical, and direct, with an ambitious attitude and a proven history to go above and beyond baseline requirements
Proven thought-leader having implemented and successfully managed both small and large projects or initiatives with sustained, measurable success
Incredible organizational skills, high attention to detail, and an ability to complete competing priorities quickly and autonomously
Strong communicator (both written and oral)
Accounting acumen, with a specific focus in venture, hedge fund, and/or private equity accounting
Familiarity with the Carta platform and Xero or Quickbooks as an end-user
Carta is aSeries E company and is backed by top-tier VCs like Andreessen Horowitz, Lightspeed Venture Partners, Meritech Capital, and more.
We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, connect with us via email at firstname.lastname@example.org. As a company, we value fairness, helpfulness, transparency, leadership and build our teams around these values. Check out our careers page to get to know us better as you think about your next step at Carta.