Finance and Equity Analyst - Rotational Program

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

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

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].