Executive Assistant

Posted 26 Days Ago
San Francisco, CA, USA
Hybrid
136K-160K Annually
Mid level
Fintech • Software
Carta develops purpose-built software that transforms traditional accounting into a powerful growth engine.
The Role
Provide high-touch support to the CFO and SVP of Finance including heavy calendar management, inbox triage, international travel and visa coordination, board and audit committee meeting logistics, expense approvals, event and offsite planning, end-of-day briefings, and cross-team liaison work while contributing to EA team projects.
Summary Generated by Built In
The Company You’ll Join

Carta is the connected platform and AI-native ecosystem for private capital. Built to replace fragmented tools with a single system of record, Carta brings together the software, services, and legal infrastructure that founders use to manage equity, fund managers use to run administration and reporting, and legal teams use to close transactions. Trusted by 55,000 companies and 1.8M+ equity holders in 160+ countries, and 10,000 funds and SPVs representing $250B+ in assets under management, Carta is transforming how private capital operates. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work.

For more information about our offices and culture, check out our Carta careers page.

The Problems You'll Solve

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 an Executive Assistant, you’ll work to:

  • Proactively and accurately manage heavy calendars for the CFO and assist the broader G&A team with complex scheduling as needed, including coordination of audit committee meetings
  • Triage and reply to emails, Google comments, Slack channels; manage CFO’s inbox and ensure timely follow-ups
  • Coordinate speaking engagements and conferences for the CFO, ensuring all logistics, travel, and briefing materials are managed smoothly
  • Manage international travel, including visa requirements and detailed itineraries
  • Provide end of day briefings to the CFO to prepare for the next day’s priorities
  • Track key meetings, external events, and conferences to provide the CFO with internal visibility and ensure all details and logistics are seamlessly managed
  • Plan and execute team meetings, events and offsites; including the coordination of agendas and materials, budgets, logistics, hospitality and more
  • Approve expenses, travel and time off requests for your Executive’s direct reports
  • Maintain a pulse on the sentiment of the organization serving as a liaison between your Executive and their team
  • Contribute to projects on the Executive Assistant team 
The Team You'll Work With

We are looking for an Executive Assistant (EA) to join our team and support our Chief Financial Officer and SVP of Finance.  This person will report to an EA Manager and work closely with our EA team, the Finance team, and the broader leadership team at Carta.

Carta’s EA team is small and wears many hats. We work autonomously for our executives—handling scheduling, meeting preparation, travel, expenses, and projects—while also collaborating as a team on broader initiatives such as events, offsites, hiring, training, and best practices. We operate within a hybrid model, with team members based in offices across New York, Sandy, and San Francisco.

About You

You are a roll-up-your-sleeves, “get in the weeds,” individual that has experience supporting senior leaders  in a fast paced startup environment. You are incredibly detail oriented, thoughtful, strategic, and proactive. You can block and tackle for your Executive and navigate ambiguity. You know how to find common ground with leadership and peers alike to build relationships. You are professional and eager to learn about the business, and collaborate with fellow EAs on impactful projects.

We believe you will be successful in this role if you have:
  • 4+  years of Executive Assistant experience  supporting a senior leader in the C-suite,  preferably in the technology or banking industry
  • Experience  coordinating board and audit committee meetings
  • Heavy calendar management and international travel coordination experience
  • Ability to effectively multitask and prioritize on a daily basis
  • Excellent written and verbal communication skills 
  • Ability to commute to our SF office 3 days per week (required)
Salary

Carta’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 (salary + commission if applicable) range for this role is: 

$136,000.00 - $160,000.00  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

  • 4+ years of Executive Assistant experience supporting a C-suite leader
  • Experience coordinating board and audit committee meetings
  • Heavy calendar management and international travel coordination experience (including visas)
  • Ability to effectively multitask and prioritize daily
  • Excellent written and verbal communication skills
  • Ability to commute to the San Francisco office three days per week
  • Experience approving expenses, travel, and time off requests for direct reports
  • Experience in the technology or banking industry

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.

  • 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.
  • 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.
  • 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

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The Company
HQ: San Francisco, CA
1,902 Employees
Year Founded: 2012

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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