Finance and Equity Analyst - Rotational Program jobs in United States
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Carta · 1 day ago

Finance and Equity Analyst - Rotational Program

positionSandy, UT
timeFull-time
remoteHybrid
seniorityNew Grad, Entry Level

Carta is a company that connects founders, investors, and limited partners through software designed for venture capital and private equity. The Finance and Equity Analyst role involves participating in a twelve-month rotational program, focusing on tasks such as preparing 409A Valuations, advising on financial reporting, and assisting with tax projections.

Asset ManagementFinanceFinancial ServicesFinTechImpact InvestingSaaSSoftware
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Comp. & Benefits
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H1B Sponsor Likelynote

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 the financial metrics, KPIs, capitalization tables and articles of incorporation, or ‘AOIs’, for the 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

Qualification

Financial statements knowledge409A ValuationsAccounting degreeFinance degreeVerbal skillsProblem-solving curiosityProfessional attitudeMulti-tasking abilityWritten skillsAttention to detail

Required

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 as well as a strong sense of curiosity to solve problems

Company

Carta

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Carta is a global ownership management platform that helps companies, investors, and employees manage equity and ownership.
dateFounded in 2012
location
San Francisco, California, USA
people-size1001-5000 employees
web-link
https://carta.com/

H1B Sponsorship

Carta has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (37)
2024 (30)
2023 (32)
2022 (13)
2021 (38)
2020 (36)

Funding

Current Stage
Late Stage
Total Funding
$1.16B
Key Investors
Silver LakeTribe CapitalAndreessen Horowitz
2021-08-13Series G· $500M
2021-04-21Series Unknown
2021-02-04Secondary Market

Leadership Team

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Henry Ward
CEO & Co-Founder
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Charly Kevers
CFO
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Recent News

Crowdfund Insider
PE Mega Deals a Good Sign – Carta
2026-01-20
SiliconANGLE
With a mission to simplify startup equity, Carta bags $300M in funding
2026-01-19
tsvcap.com
TSVC’s 4th Unicorn: Carta Raises $300M Series E with $1.7B Valuation
2026-01-19
Company data provided by crunchbase