Description
As an Associate Fund Controller, you will help provide leverage to our clients by understanding and prioritizing their needs while effectively scaling our CFO services. Some of the strategic support we provide includes:
Capital calls and distributions
Audit/tax support
Pre- and post-close services
Quarterly and annual financials
Limited Partner communications
You will bring transparency to founders, VCs, General Partners, Limited Partners, and now private credit managers by helping them utilize Carta's tools and resources such as:
Real-time IRR
Real-time portfolio data
Credit investment performance metrics and exposure reporting
You'll also:
Improve our product and software through collaborating with product and engineering teams to continue to develop our Private Equity 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 effective client relationships
Interact with external auditors and tax providers
Review all client deliverables, including financial packages, capital calls, distributions, credit facility reporting, and ad-hoc client requests
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 provider across Venture Capital, Private Equity, and Private Credit. This is a unique opportunity to work cross-functionally with our product, engineering, go-to-market, and operations teams while expanding your domain knowledge in an exciting and growing asset class. You will also help guide and mentor junior team members.