Financial Reporting Analyst at Carta (Salt Lake City, UT)

| Salt Lake City, UT
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The Company You’ll Join

At Carta we create owners and make private markets liquid. 

We live in a world where some people live on the equity stack and enjoy exponential wealth growth and preferential tax treatment; others live on the debt stack and may work their entire lives for a company and retire only with the cash they’ve managed to save from their paychecks. Our contribution to solving the wealth inequality problem is moving people from the debt stack (payroll) to the equity stack. By making it as easy to issue equity to employees as it is to put them on payroll, we can create more owners. 

At Carta, we are helpful, transparent, fair, and kind. We are relentless executors, unconventional thinkers, and masters of our craft. 

Learn more about our Series G fundraising round here. 

The Team You’ll Work With

This role is on the Financial Reporting Team within the Delivery - Support organization. We are a team of equity and accounting professionals dedicated to supporting the needs of our clients and internal partners. As a specialty support team, our primary function is to process incoming support tickets specifically related to the financial reporting product (ASC 718). We use our unique expertise to assist other delivery teams in supporting our clients, as well as work closely with the financial reporting product team to solve accounting problems with software and ensure we are building a product offering that the market demands. 

Individuals on our team are diverse. Our backgrounds range from tenured equity administrators and recent business school graduates to ex-golf professionals and experienced customer service specialists. We embrace variety and utilize each other’s strengths to be as efficient as possible. We are a collaborative team in all regards, working together to learn more about our craft and share our skills with one another. Our daily and weekly team meetings are filled with engaging conversations where we learn more about each other, as well as frequent case-study examples of things that went well, or lessons learned. As our core function, we are gritty problem solvers who don’t shy away from hard work. We spend our days collaborating on creative solutions to meet our client’s needs within the constraints of our software.

The Problems You’ll Solve 

Accurately accounting for and reporting on equity compensation is a complex and difficult task for most companies that issue equity to their employees. We make this difficult task an easy one by assisting our customers in using Carta financial reporting software. This includes training them on how to use the software, solving software/data problems, answering technical questions, and being able to explain the concepts and guidance in a simple and digestible way. 

  • Teach the basics of financial reporting/718 to companies and individuals who have no prior experience; relate software functionality/constraints to underlying data and accounting guidance and explain the reporting results
  • Support Carta customers in completing their reporting and audit requirements
  • Support client relationship health by making financial reporting work for every company’s unique situation; customize reports and settings to comply with the needs of our clients
  • Prioritize and prototype new financial reporting functionality based on the market demand; provide this feedback directly to the financial reporting product team
  • Provide expert-level support and guidance to internal partners at Carta to maintain financial reporting accuracy
  • Support product updates and the migration of clients between different software platforms and versions
  • Create content to establish Carta financial reporting as a trusted, reliable, and auditable source within the industry
  • Understand and interpret relevant accounting guidance and relate it to specific scenarios and situations
The Impact You’ll Have

Financial Reporting is one of the “stickiest” of the Carta products. Through becoming an expert on this product, you will help Carta retain clients while also enhancing the value clients get from our products. You will leverage your industry knowledge as well as client feedback to improve the quality and impact of the financial reporting software.

About You

As a Financial Reporting Analyst, you will be responsible for working directly with clients and Carta co-workers to resolve problems. The ideal candidate will possess the following traits, competencies, and abilities. 

  • Interested in Accounting/Financial Reporting: This role is a software support position, however it requires expert-level understanding of accounting, equity, and financial reporting principles and guidelines. This role would best suit someone interested in a career path related to the role requirements.
  • Helpful: Our first and foremost duty is to be helpful to our clients and internal partners by providing meaningful support resulting in better outcomes.
  • Detail Oriented: This position requires strict adherence to security best practices, protection of customer data, and the ability to understand complex problems and find detailed answers within large and complex sets of data. Strong organizational skills along with excellent written and verbal communication skills are essential!
  • Empathetic: Empathetically understand problem statements from customers and use the understanding you have gained to suggest workable solutions. 
  • Analytical: Must be able to understand complex calculations, trace problems to root causes, and explain the analysis performed in a simple yet descriptive manner.
  • Technically Proficient: Daily use of Excel to work with very large and complex data sets and calculations is expected. A strong candidate will have a working knowledge of Excel. Understanding and interpreting code errors and the underlying data model of Carta is also a crucial ability. Must be willing and able to read, comprehend, and apply technical accounting guidance to real-world circumstances.
  • Adaptive: Change to software, structure, policy, and processes are expected. Adoption and acceptance of new methods with a positive attitude is necessary. 
  • Creative: When faced with problems, find creative solutions that leverage existing Carta tools as well as your own knowledge and experience.
  • Ethical: Weigh both sides of each issue, consult with trusted advisors, and strive to do the right thing in all scenarios. 

Covid Vaccine Policy

In an effort to safeguard the health of our employees, Carta has implemented a policy requiring all new hires to receive the COVID vaccine (including boosters as the individuals become eligible for them). Proof of vaccination will be required as a condition of employment. Carta will continue to comply with applicable laws regarding the reasonable accommodation of individuals with disabilities and/or strongly held religious beliefs. This policy is part of Carta’s ongoing efforts to ensure the safety and well-being of our staff and community, and to support public health efforts.

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, connect with us via email at [email protected]. As a company, we value fairness, helpfulness, transparency, leadership and build our teams around these values. Check out our careers page to get to know us better as you think about your next step at Carta.
More Information on Carta
Carta operates in the Fintech industry. The company is located in San Francisco, CA, New York, NY, Seattle, WA, Salt Lake City, UT, Washington D.C., DC and Santa Clara, CA. Carta was founded in 2012. It has 2022 total employees. It offers perks and benefits such as Friends outside of work, Eat lunch together, Daily sync, Open door policy, Team owned deliverables and Team based strategic planning. To see all 16 open jobs at Carta, click here.
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