Finance and Equity Analyst - Rotational Program

Carta; Toronto; On-site; CAD 68,000 - 80,000; Full time

Job summary

Carta is seeking an Equity & Finance Analyst for a 12-month rotational program (RAMP) in Toronto. You’ll work across 409A valuations, tax reporting, and private capital workflows, using AI tools and automation to streamline processes.

You’ll join an auditable reporting services team, rotate across multiple groups, and develop systems thinking, scripting, and data skills to improve client deliverables and operations.

Qualifications

• Bachelor’s degree in Accounting, Finance, Economics, Mathematics, or related field (or equivalent experience).
• Strong interest in AI and automation as tools to augment thinking.
• Ability to manage multiple projects and adapt to shifting priorities.

Responsibilities

• Rotate across teams in our 12-month program to build expertise in private capital operations.
• Support 409A valuations, tax reporting, fund implementations, and portfolio data collection; propose process improvements.

Skills

AI & automation interest

Bias for action

Financial statements

Multi-project management

Verbal & written communication

Curious, competitive mindset

Education

Bachelor's degree in Accounting, Finance, Economics, Mathematics, or related field

Tools

Python

Scripting

Excel

Claude

Gemini

Job description

The Company You’ll Join

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. Trusted by 55,000 companies and 1.8M+ equity holders in 160+ countries, and 10,000 funds and SPVs representing $250B+ in assets under management, Carta is transforming how private capital operates. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work.

For more information about our offices and culture, check out our Carta careers page.

The Problems You'll Solve

As an Equity & Finance Analyst in our rotational ("RAMP") 12 month program, you'll work to:

• Use AI tools, scripting, and CLI-based workflows to complete tasks and automate real financial processes
• Support customers through both deliverable and client-facing work on 409A valuations, tax reporting, fund implementations, and portfolio data collection
• Identify inefficiencies in workflows and turn them into repeatable, scalable systems
• Provide feedback to engineering and product through testing, bug reporting, and process insights
• Become an expert in private markets, AI tools, and Carta's ERP vision

The Team You'll Work With

You’ll be joining our auditable reporting services team, which supports multiple products and services including 409A Valuations, Qualified Small Business Stock (QSBS) Attestations, Fund Tax, Venture Capital & Private Equity Implementations, VC Financial Reporting, Portfolio Data Collection, and Capital Call Lines of Credit. This 12-month program rotates you across these teams to build deep expertise in private capital operations while developing systems thinking and automation skills that directly improve how our customers manage complex financial workflows.

About You

• Bachelor's degree in Accounting, Finance, Economics, Mathematics, or related fields (or equivalent experience)
• Strong interest in AI and automation—you understand these as tools to augment thinking, not replace it
• Bias for action—you take ownership and don't wait for perfect instructions
• Knowledge of financial statements and common financial concepts
• Experience managing multiple projects simultaneously and adapting to shifting priorities
• Excellent verbal and written communication skills with diplomacy and poise under pressure
• Curious, competitive mindset—you want to be excellent, not just get a job

Nice to have:

• Exposure to financial concepts through coursework, internships, or personal interest
• Experience with Python, scripting, or basic technical tooling
• Familiarity with financial modeling in Excel
• Experience using AI tools (Claude, Gemini, etc.) thoughtfully in your work

Salary

Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our expected cash compensation (salary + commission if applicable) range for this role is:

• $68,170 - $80,200 CAD in Toronto, Ontario, Canada

Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.

*Upcoming Start Date: November 16, 2026*

Disclosures:

• 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, please connect with the talent partner via email.
• Carta uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details.
• For information on our data privacy policies, see Privacy, CA Candidate Privacy, and Brazil Transparency Report.
• Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to [e-mail].