Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. Trusted by 65,000+ companies in 160+ countries, Carta’s platform of software and services lays the groundwork so you can build, invest, and scale with confidence.
Carta’s Fund Administration platform supports 9,000+ funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is shaping the future of private market infrastructure.
Together, Carta is creating the end-to-end ERP platform for private markets. Traditional ERP solutions don’t work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Carta’s software for the Office of the Fund CFO does just that - it’s a new category of software to make private markets look more like public markets - a connected ERP for private capital.
For more information about our offices and culture, check out our Carta careers page.
At Carta, our employees set out on a mission to unlock the power of equity ownership for more people in more places. We believe that the problems we solve today unlock the opportunities of tomorrow. As a Director of Strategic Finance for GTM, you’ll work to:
- Build deep partnerships with Sales and Marketing Leadership by providing strategic decision support across all areas of investment, delivering high-level financial results, and identifying emerging market trends.
- Own and continuously improve GTM capacity planning and headcount forecasting; drive alignment between Sales, Marketing, Finance, and Recruiting to ensure investment levels are tied to growth targets
- Develop frameworks for translating complex GTM strategies into measurable financial reporting with the goal of optimizing target setting for revenue and operating investments
- Own and evolve GTM KPIs and ROI frameworks (CAC, LTV, Payback) to guide decision-making that aligns with the company’s long-term objectives.
- Partner with Sales leadership on target setting, quota design, rep productivity assumptions, and territory planning — translating growth objectives into a headcount and capacity model the GTM org can execute against
- Lead quarterly analysis and reporting of financial results, including executive-level variance analysis, ensuring key risks and business drivers are proactively highlighted
- Drive total alignment between Sales, Marketing, and Delivery teams on ARR, new business targets, and long-range capacity planning
- Leverage automation and AI tools — including Pigment and emerging AI capabilities like Claude Code — to scale existing forecasting processes, reduce manual work, and improve forecast accuracy over time. The foundation is in place; your role is to build on it
This is a high-impact leadership role on Carta’s Strategic Finance team supporting our Sales & Marketing organizations and leading our GTM Strategic Finance team. The team generates deep insights into business performance, and provides Carta’s executive leadership team with critical decision-making support. In this role, you’ll be part of a highly dynamic team architecting the growth of Carta and the future of private capital markets. You will serve as the primary strategic finance business partner to our Chief Revenue Officer and Chief Marketing Officer.
About You- 8+ years of FP&A or Strategic Finance experience within the technology industry. Deep familiarity with SaaS business models is required, along with 3+ years of experience leading high-performing teams
- You are capable of managing executive relationships, high-stakes deliverables, and complex expectations with your business partners
- You are an expert in financial modeling and quantitative analysis who thrives on solving complex, unstructured problems and influencing senior business partners
- Extensive experience supporting Sales or Marketing teams in a Finance or Operations leadership role; specific expertise in Headcount and Capacity Planning
- You are comfortable operating with a degree of organizational ambiguity — including establishing credibility quickly with stakeholders
- Demonstrated success in managing and developing high-performing finance professionals
- Deep experience with systems such as Netsuite, Pigment, Salesforce, Workday, and G-Suite. Familiarity with BI tools such as Looker is a plus. Genuine interest in AI-assisted finance workflows — we use these tools actively, not aspirationally
- You are personable, approachable, and able to collaborate constructively with every person across the business, from analysts to the C-suite
At Carta, you’re not just an employee. You’re a builder who is creating infrastructure that accelerates innovation and empowers more ownership. Cartans are helpful, relentless, unconventional and kind; representing Carta’s Identity Traits. They work collaboratively and cross functionally to challenge the status quo; working towards a common goal of creating more owners in the private markets.
SalaryCarta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our minimum cash compensation range for this role is:
- $217,500 - $290,000 in San Francisco, CA
Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.
Disclosures:
- 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 talent partner via email.
- Carta uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details.
- For information on our data privacy policies, see Privacy, CA Candidate Privacy, and Brazil Transparency Report.
- Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to [email protected].
Skills Required
- 8+ years of FP&A or Strategic Finance experience
- Deep familiarity with SaaS business models
- 3+ years of experience leading high-performing teams
- Expert in financial modeling and quantitative analysis
- Extensive experience supporting Sales or Marketing teams
- Deep experience with systems such as Netsuite, Pigment, Salesforce, Workday, and G-Suite
Carta Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Carta and has not been reviewed or approved by Carta.
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Fair & Transparent Compensation — Compensation is portrayed as market-competitive in many roles, with particularly strong positioning in engineering and product packages. Pay is also framed as comparatively strong versus other aspects of the overall employee experience.
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Parental & Family Support — Parental leave is positioned as notably generous, with extended paid leave for birthing parents and paid bonding leave for all parents. Family-building support is also emphasized through fertility treatment and egg-freezing coverage.
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Leave & Time Off Breadth — Time off is structured with a required minimum amount of paid leave and then additional flexibility through an unlimited PTO and sick-time approach. This design is intended to ensure time off is actually taken while preserving flexibility beyond the minimum.
Carta Insights
What We Do
Carta develops purpose-built software that transforms traditional accounting into a powerful growth engine. Carta’s world-class fund administration platform supports nearly 7,000 funds and SPVs, and represents nearly $130B in assets under management in venture capital and private equity. Trusted by more than 40,000 companies, Carta also helps private businesses in over 160 countries manage their cap tables, valuations, taxes, equity programs, compensation, and more. Together, Carta is setting a new standard as the end-to-end platform for private markets. Our best-in-class solution for fund management seamlessly integrates investor and portfolio company insights via a suite of tools designed ground-up to support the strategic impact of the fund CFO. Carta has been included on the Fortune Best Large Workplaces in Financial Services and Insurance list, Forbes’ list of the World's Best Cloud Companies, Fast Company's Most Innovative list, and Inc.'s Fastest-Growing Private Companies list. For more information, visit carta.com.
Why Work With Us
Carta is a place where everyone can be the best version of themselves. We're a team of unconventional builders who's focus is to create infrastructure for innovators. Join our team and help us to create more owners.
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