Description
Job Overview
As a Finance and Equity Analyst in Carta's rotational 12-month program (RAMP), you will work on various financial processes and client-facing tasks.
Responsibilities
You will use AI tools, scripting, and CLI-based workflows to complete tasks and automate real financial processes. You will support customers through deliverable and client-facing work on 409A valuations, tax reporting, fund implementations, and portfolio data collection. You will identify inefficiencies in workflows and turn them into repeatable, scalable systems. You will provide feedback to engineering and product through testing, bug reporting, and process insights. You will become an expert in private markets, AI tools, and Carta's ERP vision.
Team
You will join the auditable reporting services team, which supports multiple products and services including 409A Valuations, Qualified Small Business Stock (QSBS) Attestations, Fund Tax, Venture Capital & Private Equity Implementations, VC Financial Reporting, Portfolio Data Collection, and Capital Call Lines of Credit. This 12-month program rotates you across these teams to build deep expertise in private capital operations while developing systems thinking and automation skills that directly improve how customers manage complex financial workflows.
Requirements
You need a Bachelor's degree in Accounting, Finance, Economics, Mathematics, or related fields (or equivalent experience). You should have a strong interest in AI and automation, understanding these as tools to augment thinking, not replace it. You should have a bias for action, taking ownership and not waiting for perfect instructions. You should have knowledge of financial statements and common financial concepts. You should have experience managing multiple projects simultaneously and adapting to shifting priorities. You should have excellent verbal and written communication skills with diplomacy and poise under pressure. You should have a curious, competitive mindset, wanting to be excellent, not just get a job.
Nice to Have
Exposure to financial concepts through coursework, internships, or personal interest is desirable. Experience with Python, scripting, or basic technical tooling is desirable. Familiarity with financial modeling in Excel is desirable. Experience using AI tools (Claude, Gemini, etc.) thoughtfully in your work is desirable.
Disclosures
Carta is an equal opportunity employer and is committed to providing a positive interview experience for every candidate. Carta uses E-Verify in the United States for employment authorization. Please note that all official communications from Carta will come from an @carta.com or @carta-external.com domain.