Description
The Role
As a Senior Implementations Accountant II at Carta, you will be the first contact point for new Fund Administration customers into Carta services. You will focus efforts on supporting them in their journey, driving operational excellence within our fast-growing Fund Administration business by coordinating, facilitating and managing onboarding activities that are critical to achieving success for both our customers and Carta within a tight deadline.
Responsibilities
- Interact with a fund's back office (CFOs, Fund Managers) to collect their historical data
- Provide advisory support and demonstrate our software
- Deliver accurate financial statements to both the client and their internal stakeholders
- Collaborate with new fund administration customers to deliver a best-in-class onboarding experience
- Advise customers on accounting best practices
- Manage and complete projects within agreed timelines
- Transform unstructured client data into accurate reports for customers and their investors
- Work closely with our Product and Engineering teams, contributing your accounting expertise and customer insight to inform what we build next
- Help pioneer the application of AI in fund administration, supporting the development and adoption of tools that make onboarding faster, more efficient and more accurate
Requirements
- Bachelor's degree in Accounting, Finance, or related field, or equivalent experience
- 4+ years of experience in fund administration, with a focus in Private Equity
- Strong critical thinking, problem solving, curiosity and decision making skills
- Experience interpreting and understanding fund documents like Limited Partnership Agreements, Private Placement Memorandum etc.
- Good understanding of common fund structures
- Experience with Australian fund structures, including VCLPs and ESVCLPs, will be an advantage
- SaaS experience will be an advantage
What We Offer
- Opportunity to work on projects in a fast-paced environment with a supportive team
- Collaborative and cross-functional work environment
- Chance to influence the direction of our product
About Carta
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.