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.
Carta is hiring a Senior Treasury Operations Analyst to be part of the Treasury Operations team and support payment initiatives and money movement between clients for all business units.
In this critical role you’ll work closely with all business units to monitor, review, and reconcile the flow of payments between clients that are running through Carta daily. Work with customer support team and internal staff to help resolve any arising payment issues and inquiries. Collaborate with cross-functional teams such as Product, Engineering, Legal, Compliance, and Business on payment related ad hoc projects and initiatives.
Initiate, review, and reconcile ACH, wires, and F/X funds transfers for all business units
Perform daily reconciliation between bank activities holding customer funds and Carta platform
Support internal staff and customer support team on payment exceptions and inquiries
Help develop operational procedures and maintain bank accounts and payment system mapping documentations
Participate and partner with cross functional teams on financial products and payment related projects and initiatives
5+ years of Treasury/Finance operations or cash management experience
Strong Excel knowledge and technical aptitude
Must love reconciling data
Experience on performing data analysis and reporting
Great communication skills, organized and detail-oriented, ability to multitask and be a team player
Flexible to changes and strive in a fast moving working culture
Bachelor's degree in Finance, Business or Management Information System
Start-up experience preferably in Fintech or on a Finance team
Knowledge of SQL and VBA
Experience with reporting tools and analytics
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.