Implementations Accountant

About the Role

Carta is a leading platform for equity management and financial operations. We are seeking an experienced Implementations Accountant to join our team and support our fast-growing Fund Administration business.

Key Responsibilities

• 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

About You

• 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
• Fluent in English, both written and verbal

Nice-to-Haves

• Acumen in or knowledge of accounting with a specific focus in venture, hedge fund, and/or private equity
• Familiarity as an end user with Carta or other financial dataset or accounting software programs