Corporate Finance Senior Manager at Carta

San Francisco, California, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Venture Capital, Private Equity, Private Credit, FinTechIndustries

Requirements

8+ years of progressive Finance experience, ideally combining time in professional services (investment banking, private equity, or consulting) with in-house Corporate Finance or FP&A in a technology company; SaaS or high-growth experience strongly preferred
Strong foundation in analytical rigor, financial modeling, and strategic finance

Responsibilities

Shape Carta’s long-range financial story by owning corporate-level financial models and forecasting frameworks that align growth, margin, and capital efficiency targets across all business units
Elevate strategic storytelling for executives and the Board by distilling complex financial data into clear narratives that frame trade-offs, highlight opportunities, and drive alignment on company priorities
Operationalize strategic priorities by linking company-wide initiatives and investments to bottom-line outcomes, ensuring financial plans reflect both ambition and discipline
Partner across Product, GTM, and G&A leadership to evaluate trade-offs in headcount, spend, and investments—turning analysis into actionable recommendations that balance growth and efficiency
Apply benchmarking and scenario analysis to evaluate Carta’s performance against peers and emerging industry trends, helping the business identify gaps, opportunities, and best practices
Own quarterly and annual planning processes at the corporate level, aligning bottom-up inputs with top-down targets to ensure predictability and accountability
Enhance financial reporting and insights by improving automation, dashboards, and KPIs that enable executives to track progress against growth, margin, and cash flow goals in real time
Mature Carta’s financial infrastructure and processes to meet the needs of a scaling business, building the rigor, transparency, and insights needed to support sustained growth

Skills

Financial Modeling

Forecasting

Corporate Finance

FP&A

Strategic Planning

Financial Analysis

Board Reporting

Capital Efficiency

Margin Analysis

Growth Forecasting

Carta

Financial platform for fundraising and equity management

About Carta

Carta provides a platform that helps businesses, particularly startups and investment firms, manage their fundraising processes more efficiently. The platform offers a variety of tools and services that assist in asset management, back office automation, and portfolio insights. One of its standout features is the use of machine learning to provide real-time market intelligence, which helps businesses make informed decisions about employee compensation. Additionally, Carta simplifies the process of equity sales for employees and investors, making it easier to navigate what can often be a complicated area. Unlike many competitors, Carta focuses on providing a comprehensive suite of services that not only streamline fundraising but also support audit, tax, and valuation needs. The goal of Carta is to make the fundraising journey faster, easier, and more cost-effective for its clients.

San Francisco, CaliforniaHeadquarters

2012Year Founded

$1,097MTotal Funding

SERIES_GCompany Stage

Fintech, AI & Machine Learning, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Free lunch and snacks

Equity

Employee liquidity every 12-18 months

Risks

Increased competition from startups like Slice threatens Carta's market share.

Recent data breach raises concerns about Carta's data security.

Decline in venture deal count on Carta's platform indicates potential business slowdown.

Differentiation

Carta offers a comprehensive platform for managing equity electronically.

Carta provides real-time market intelligence powered by machine learning.

Carta simplifies equity sales for employees, stakeholders, and investors.

Upsides

Increased demand for digital equity management solutions benefits Carta.

Corporate Transparency Act creates a new market for Carta's compliance solutions.

Rising Series A valuations boost demand for Carta's services.

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