Implementations Accountant

Company: Carta
Location: Salt Lake City
Posted on: May 15, 2022

Job Description:

The Company You'll Join

At Carta we create owners and make private markets liquid.

We live in a world where some people live on the equity stack and enjoy exponential wealth growth and preferential tax treatment; others live on the debt stack and may work their entire lives for a company and retire only with the cash they've managed to save from their paychecks. Our contribution to solving the wealth inequality problem is moving people from the debt stack (payroll) to the equity stack. By making it as easy to issue equity to employees as it is to put them on payroll, we can create more owners.

At Carta, we are helpful, transparent, fair, and kind. We are relentless executors, unconventional thinkers, and masters of our craft.

Learn more about our Series G fundraising round here .

The Problems You'll Solve

As an Implementations Accountant, you will focus efforts on supporting new Fund Administration customers in their journey into Carta services. You will drive 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.

In this role you will be responsible for interacting with a fund's back office (CFO, fund manager) to collect their historical data, provide advisory support, and ultimately deliver accurate financial statements to both the client and internal stakeholders.

From sale close, to implementation, and continued customer success, the ideal Implementations Accountant will exhibit a high degree of problem-solving, efficiency, and integrity as they leverage their subject-matter expertise to provide customers with a world-class onboarding experience. About You Nice-to-Haves

• Please submit your resume in English * The Impact You'll Have
• Collaborate with new fund clients to collect data and advise on best accounting practices within Service Level Agreements (SLAs)
• Effectively liaise between sales and Fund Accounting teams as the bridge post-sales
• Identify process and quality improvements and highlight them to appropriate leadership
• Create balanced, accurate quarterly financial statements from, at times, unstructured client data
• Bachelor's degree in Accounting, Finance, or related field, or equivalent experience
• 1+ years of experience in a role with a finance or accounting background
• Strong accounting analysis with the ability to interpret a story through unstructured data
• Committed to team and project success, emotionally intelligent in navigating relationships, transparent and forthright when communicating information, and passionate about growing and advancing with Carta
• Proven internal influencer having implemented and successfully managed both small and large projects or initiatives with sustained, measurable success
• Incredible organizational skills, high attention to detail, and an ability to complete competing priorities quickly and autonomously
• Ability to communicate in both written and verbal formats in a timely and appropriate manner
• Fluent in English, both written and verbal
• Acumen in or knowledge of accounting with a specific focus in venture, hedge fund, and/or private equity
• Familiarity as an end user with Carta or other financial dataset or accounting software programs
• Please submit your resume in English *
  Covid Vaccine Policy
  
  In an effort to safeguard the health of our employees, Carta has implemented a policy requiring all new hires to receive the COVID vaccine (including boosters as the individuals become eligible for them). Proof of vaccination will be required as a condition of employment. Carta will continue to comply with applicable laws regarding the reasonable accommodation of individuals with disabilities and/or strongly held religious beliefs. This policy is part of Carta's ongoing efforts to ensure the safety and well-being of our staff and community, and to support public health efforts.
  
  We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, connect with us via email at recruiting@carta.com . As a company, we value fairness, helpfulness, transparency, leadership and build our teams around these values. Check out our careers page to get to know us better as you think about your next step at Carta.

Keywords: Carta, Salt Lake City , Implementations Accountant, Accounting, Auditing , Salt Lake City, Utah