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 Fund Administration team at Carta is rapidly growing, and we have a proven product/market fit in the private equity space. Our three main pillars of competency in Fund Administration at Carta are technical excellence, client management and innovation. We put our customers first, are willing to learn and grow, are problem solvers, work with urgency, ensure data security is a priority, project management effectively, maintain a professional community and work as one team.
Learn more about our team here - https://carta.com/blog/investor/exceptional-fund-services-meets-technology/
The Problems You’ll Solve- Help provide leverage to our clients by understanding and prioritizing their needs while effectively scaling our CFO services. Some of the strategic support that we provide includes:
- Capital calls and distributions
- Audit/tax support
- Pre/post close services
- Quarterly and annual financials
- Limited Partner communications
- SBIC regulatory compliance and SBA reporting
- Bring transparency to founders, VCs, established General Partners and LPs and help our clients make more accurate decisions by helping them utilize our tools and resources such as:
- Real-time IRR
- Real-time portfolio data
- Provide additional data points (TVPI, RVPI)
- Improve our product and software through working with our product and engineering teams to continue to develop our Private Capital product suite
- Turn a service industry into a software business through consulting with clients and implementing our Fund Administration software
- Interact with clients on a daily basis and manage an effective client relationship
- Interact with external auditors and tax providers
- Adapt quickly as we integrate AI deeper into the fund administration lifecycle - directing and reviewing AI drafted capital calls, reconciliations and financial packages, and owning exception management
- Assist Directors to execute new and current processes within the team
- Ensure the accounting team is SOC compliant in all processes and procedures
Our goal is to position Carta as the leading Fund Administration group. As a Fund Controller at Carta, you will be part of a highly dynamic team to support our goal and the future of the Fund Administration business. In this role, you will partner with top private capital firms including Small Business Investment Companies (SBICs) to streamline their financial accounting needs. You will have the opportunity to work cross-functionally with our product, engineering, go-to-market and operation teams, all while growing your foundational knowledge of accounting in an engaging, fast-paced environment. You will also help mentor our junior team members.
About You- You have experience maintaining, managing and nurturing multiple client relationships
- You have experience interpreting and understanding Limited Partnership Agreements
- You have experience with SBIC fund administration, including SBA compliance, regulatory reporting, and leverage / financing requirements
- You have experience reviewing financial statements and footnotes, ensuring consistency with appropriate reporting framework
- You have experience in understanding, interpreting and working on Waterfall calculations, management fees, and carried interest allocations
- You have strong critical thinking, problem solving, and decision making skills
- You have experience managing and monitoring the timely delivery of quality client deliverables
- You have experience leveraging technologies to automate processes and gain efficiencies
- You have experience providing training and guidance to new and existing team members
- 8+ years of experience in the Venture Capital or Private Equity Fund Administration with at least two years of SBIC experience
- CPA or CMA preferred
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:
- $146,158 - $171,950 in Seattle, Washington
- $130,773 - $153,850 in Hamilton, New Jersey
*Annualized salary based on estimated 40 hour hours per week before overtime
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
- Experience maintaining, managing, and nurturing multiple client relationships
- Experience interpreting and understanding Limited Partnership Agreements
- Experience with SBIC fund administration, including SBA compliance, regulatory reporting, and leverage or financing requirements
- Experience reviewing financial statements and footnotes for consistency with the appropriate reporting framework
- Experience interpreting and working on waterfall calculations, management fees, and carried interest allocations
- Strong critical thinking, problem-solving, and decision-making skills
- Experience managing and monitoring timely delivery of quality client deliverables
- Experience leveraging technologies to automate processes and gain efficiencies
- Experience providing training and guidance to new and existing team members
- 8+ years of experience in venture capital or private equity fund administration, including at least two years of SBIC experience
- CPA or CMA certification
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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