Director, Auditable Reporting Services

Carta; New York (NY); On-site; USD 225,000 - 300,000; Full time

Job summary

An innovative firm is seeking a Director of Auditable Reporting Services to lead the charge in transforming how portfolio data is managed and reported. This role involves operationalizing data collections, enhancing client support strategies, and refining financial reporting tools to serve investors better. With a focus on continuous improvement and strategic integration, you will collaborate with top-tier venture capitalists and fund managers, ensuring they have the tools necessary for success. Join a forward-thinking company dedicated to unlocking equity ownership opportunities and shaping the future of private markets.

Benefits

Equity for all full-time roles

Exceptional benefits

Commission plans for applicable roles

Qualifications

• 10+ years of operational leadership experience in finance or technology.
• Strong background in valuation methodologies and audit processes.

Responsibilities

• Oversee account management and support for Carta’s portfolio management tools.
• Develop strategies for fund clients to maximize use of Carta's services.

Skills

Operational Management

Account Management

Valuation Methodologies

Financial Reporting

Audit Compliance

Team Leadership

Strategic Thinking

Continuous Improvement

Education

Bachelor's Degree

MBA

CPA

CFA

Tools

Business Intelligence Tools

Financial Analytics Software

Job description

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The Company You’ll Join

Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit.

Carta’s fund administration platform supports nearly 7,000 funds and SPVs, representing $150B in assets under administration in venture capital and private equity. Trusted by more than 40,000 companies, Carta also helps private businesses in over 160 countries manage their cap tables, valuations, taxes, equity programs, compensation, and more.

Together, Carta is creating the end-to-end ERP platform for private markets. Traditional ERP solutions don’t work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Carta’s software for the Office of the Fund CFO does just that - it’s a new category of software to make private markets look more like public markets - a connected ERP for private capital.

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

The Problems You'll Solve

At Carta, Our Employees Set Out On a Mission To Unlock The Power Of Equity Ownership For More People In More Places. We Believe That The Problems We Solve Today Unlock The Opportunities Of Tomorrow. As a Director, Auditable Reporting Services You’ll Work To

• Operationalize Carta’s portfolio company data collections to better serve investors: How do we gather data from portfolio companies to allow investors to make faster/better decisions?
• Develop account management/support strategies for our fund clients: How can we make sure our fund customers are getting the most out of Carta’s portfolio management and reporting tools?
• Support Carta’s current fund valuation strategy and assisting our product team to develop the next generation of fund valuation tools: How can we build tools that allow investors to report valuations faster, more accurately, and with a higher degree of transparency?
• Support Carta financial reporting tools for investors: How can we make financial audits faster and more streamlined for investors?
• Deliver fast and accurate waterfall tools for investors: How can we move investors out of current tools/models to Carta more integrated ERP modeling tools?
  
  

The Team You'll Work With

You’ll be joining our Auditable Reporting Services team, overseeing the account management and support of Carta’s portfolio modeling, portfolio management and reporting platform (Tactyc). Additional responsibilities include oversight of Carta's fund valuation practice, fund financial reporting teams, and waterfall tooling for VC and PE firms.

Your clients are the most talented venture capitalists, fund managers and dealmakers in the world. You will help them realize their ambitions of supporting the companies of tomorrow through our next-gen investment stack (including legals, vehicle formation, banking, investor onboarding and much more).

You will also be collaborating with our wider Carta accounting, fund administration and compliance teams on relevant valuation/financial reporting issues that relate to Carta’s products and services.

About You

Must have experience supporting operations, account management, valuation, financial reporting, and audit.

Leadership And People Management

• Proven track record of building, leading, and retaining high-performing teams.
• Demonstrated ability to coach, mentor, and develop leaders at all levels.
• Exceptional interpersonal skills with a history of driving strong employee engagement and performance outcomes.
• Ability to foster a culture of accountability, collaboration, and continuous improvement.
  
  

Operational Excellence

• Extensive experience creating and managing operational metrics, KPIs, and performance measurement systems.
• Ability to design and implement operational processes that scale and improve efficiency.
• Demonstrated understanding of which operational levers most effectively drive business performance and outcomes.
• Strong background in continuous improvement methodologies and operational best practices.
  
  

Strategic Thinking And Business Integration

• Strategic mindset with the ability to connect operational execution to broader business goals.
• Deep understanding of how ARS products and services integrate with, support, and drive the larger business ecosystem.
• Experience translating corporate strategy into executable operational plans.
  
  

Technical And Industry Expertise

• Strong background in valuation methodologies, particularly ASC 820 fair value measurement standards.
• Hands-on experience with valuation processes for venture capital and private equity funds.
• Deep existing relationships with major audit firms, particularly in the VC and PE sectors.
• Ability to navigate audit requirements and build processes that meet compliance and reporting standards.
  
  

Additional Qualifications

• Bachelor’s degree required; MBA, CPA, or CFA preferred.
• Minimum 10+ years of relevant operational leadership experience, preferably in finance, professional services, or technology-enabled businesses.
• High proficiency in operational analytics, financial reporting, and business intelligence tools.
• Ability to work cross-functionally with finance, product, client services, and executive teams.
  
  

Salary

Benefits

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 range for this role is:

$213,750.00 - $285,000.00 in Seattle, WA

$225,000.00 - $300,000.00 in San Francisco, CA & New York, NY

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

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].

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development and Sales

• Industries

  Technology, Information and Internet and Financial Services

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