Finance and Equity Analyst - Rotational Program

United States Digital Space LLC; Sandy (UT); On-site; USD 52,000 - 70,000; Full time

Job summary

United States Digital Space LLC in Utah is seeking an Equity & Finance Analyst for a 12-month rotational program. You will automate financial workflows using AI tools, scripting, and CLI-based processes while supporting 409A valuations, tax reporting, and portfolio data collection.

Rotating across auditable reporting services teams, you’ll build expertise in private markets, AI-enabled finance, and ERP systems, while developing strong project-management and communication skills in a fast-paced

Qualifications

• Bachelor's degree in accounting, finance, economics, mathematics, or related fields.
• Strong interest in AI and automation.
• Bias for action and ownership.
• Knowledge of financial statements and concepts.
• Experience managing multiple projects.
• Excellent verbal and written communication.
• Curious and competitive mindset.

Responsibilities

• Use AI tools, scripting, and CLI workflows to automate financial processes.
• Support 409A valuations, tax reporting, fund implementations, and portfolio data collection.
• Identify inefficiencies in workflows and turn them into scalable systems.
• Provide feedback to engineering and product through testing and bug reporting.
• Become an expert in private markets, AI tools, and the ERP vision.

Skills

AI tools

Python scripting

Excel

Multitasking

Education

Bachelor's degree in Accounting/Finance/Economics

Tools

Excel

Python

Job description

The Company You'll Join

the company is the connected platform and AI-native ecosystem for private capital. Built to replace fragmented tools with a single system of record, the company 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, the company 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 the company 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 the company'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.


• the company 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, seePrivacy,CA Candidate Privacy, and Brazil Transparency Report.


• Please note that all official communications from us will come from an @the company.com or @the company-external.com domain. Report any contact from unapproved domains to [e-mail].