Equity & Finance Rotational Analyst: AI-Driven Finance

Carta; Sandy (UT); On-site; USD 80,000 - 110,000; Full time

Job summary

Carta is seeking an Equity & Finance Analyst for a 12-month rotational program. You will use AI tools, scripting, and CLI workflows to automate core financial tasks and support 409A valuations, tax reporting, fund implementations, and data collection.

You’ll identify process inefficiencies, contribute feedback to engineering, and build expertise in private markets and Carta’s ERP roadmap. This role blends finance with automation and product insight.

Qualifications

• Bachelor's degree in Accounting, Finance, Economics, Mathematics, or equivalent experience.
• Strong interest in AI and automation—tools to augment thinking.
• Bias for action and ownership.
• Knowledge of financial statements and concepts.
• Experience managing multiple projects and shifting priorities.
• Excellent verbal and written communication.

Responsibilities

• Use AI tools, scripting, and CLI-based workflows to automate financial processes.
• Support clients on 409A valuations, tax reporting, fund implementations, and portfolio data collection.
• Identify workflow inefficiencies and turn them into 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.

Skills

AI automation

Python

Scripting

Excel

Financial modeling

Education

Bachelor's degree in Accounting/Finance/Economics/Math

Tools

SQL

Git

ERP systems

Job description

Carta is seeking an Equity & Finance Analyst for a 12-month rotational program. You will use AI tools, scripting, and CLI workflows to automate core financial tasks and support 409A valuations, tax reporting, fund implementations, and data collection.

You’ll identify process inefficiencies, contribute feedback to engineering, and build expertise in private markets and Carta’s ERP roadmap. This role blends finance with automation and product insight.