Carta · 21 hours ago
Finance and Equity Analyst - Rotational Program
Seattle, WA
Full-time
Hybrid
New Grad, Entry Level
$71K/yr - $76K/yrCarta is a company that connects founders, investors, and limited partners through innovative software designed for the private capital markets. The Finance and Equity Analyst will participate in a twelve-month rotational program, supporting various functions within the Auditable Reporting Services team and gaining a comprehensive understanding of the organization.
Asset ManagementFinanceFinancial ServicesFinTechImpact InvestingSaaSSoftware
Responsibilities
Validate and properly segment 409A Valuation requests
Prepare 409A Valuations for Carta’s earliest-stage customers
Support the customer-facing process for requesting 409A Valuations
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 for the portfolio companies of venture capital funds
Process renewals for capital call lines of credit
Collect and process cap table data for the portfolio companies of private equity funds
Participate in preparation of tax returns for 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
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
Benefits
Equity for all full time roles
Exceptional benefits
Commissions plans
Company
Carta
Carta is a global ownership management platform that helps companies, investors, and employees manage equity and ownership.
Founded in 2012
1001-5000 employees
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 StageTotal Funding
$1.16BKey Investors
Silver LakeTribe CapitalAndreessen Horowitz
2021-08-13Series G· $500M
2021-04-21Series Unknown
2021-02-04Secondary Market
Leadership Team
Henry Ward
CEO & Co-Founder
Charly Kevers
CFO
Recent News
Crowdfund Insider
2026-01-20
2026-01-19
2026-01-19
Company data provided by crunchbase