Implementations Accountant

Carta is a leading platform that empowers individuals and organizations to 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're trusted by over 40,000 companies and two million people in nearly 160 countries to manage cap tables, compensation, and valuations. Our platform also supports nearly 7,000 funds and SPVs, representing nearly $130B in assets under administration. We've returned $14B to shareholders in secondary transactions and manage nearly three trillion dollars in equity globally.

As an Implementations Accountant, you'll collaborate with new fund clients to collect data and advise on best accounting practices within Service Level Agreements (SLAs). You'll effectively liaise between sales and Fund Accounting teams as the bridge post-sales, identify process and quality improvements, and highlight them to appropriate leadership. You'll create balanced, accurate quarterly financial statements from unstructured client data.

You'll join a team that supports new Fund Administration customers in their journey into Carta services. You'll drive operational excellence within our fast-growing Fund Administration business by coordinating, facilitating, and managing onboarding activities that are critical to achieving success for both our customers and Carta within a tight deadline.

In this role, you'll interact with a fund's back office (CFO, fund manager) to collect their historical data, provide advisory support, and deliver accurate financial statements to both the client and internal stakeholders. You'll leverage your subject-matter expertise to provide customers with a world-class onboarding experience.

• 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

• 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