Senior Sales Account Manager
National Research Group- Full Time
- Senior (5 to 8 years)
Candidates should possess a Bachelor’s degree in Accounting, Finance, or a related field, and have a minimum of 7 years of experience as a Fund Accountant, demonstrating a strong understanding of fund accounting principles and practices. Experience with fund administration software and a detailed knowledge of financial reporting requirements are essential.
The Senior Fund Accountant will be responsible for preparing and analyzing fund financial statements, managing capital calls and distributions, providing support for audits and tax filings, coordinating with limited partners, and assisting with quarterly and annual financial reporting. They will also contribute to the improvement of Carta’s Fund Administration product suite and collaborate with clients to streamline their financial accounting needs.
Financial platform for fundraising and equity management
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.