Financial Services Expert
Há 6 dias
At Carta, our mission is to unlock the power of equity ownership for more people in more places. Our team is dedicated to providing exceptional customer experiences and driving operational excellence within our fast-growing Fund Administration business.
About the RoleWe are seeking a highly skilled Implementations Accountant to join our team. As an Implementations Accountant, you will be responsible for collaborating with new fund clients to collect data and advise on best accounting practices within Service Level Agreements (SLAs). You will also effectively liaise between sales and Fund Accounting teams as the bridge post-sales, identify process and quality improvements, and highlight them to appropriate leadership. Additionally, you will create balanced, accurate quarterly financial statements from unstructured client data.
Key Responsibilities- Collaborate with new fund clients to collect data and advise on best accounting practices within SLAs
- 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 unstructured client data
- Bachelor's degree in Accounting, Finance, or related field, or equivalent experience
- 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
- Committed to team and project success, emotionally intelligent in navigating relationships, transparent and forthright when communicating information, and passionate about growing and advancing with Carta
- Proven internal influencer 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
- Ability to communicate in both written and verbal formats in a timely and appropriate manner
Carta offers a competitive salary, equity for all full-time roles, exceptional benefits, and commissions plans. The estimated cash compensation range for this role is $81,000 - $85,000 in New York, NY; $72,900 - $76,500 in Seattle, WA; and $81,000 - $85,000 in San Francisco, CA. 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, please connect with the recruiter via email.
About UsCarta is a platform that helps people manage equity, build businesses, and invest in the companies of tomorrow. Our mission is to unlock the power of equity ownership for more people in more places. We are trusted by more than 40,000 companies and over two million people in nearly 160 countries to manage cap tables, compensation, and valuations. Carta also supports nearly 7,000 funds and SPVs, and represents nearly $130B in assets under administration. Today, Carta's platform manages nearly three trillion dollars in equity globally. For more information about our offices and culture, check out our website.
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