Fund Controller — Private Equity & Credit

Carta Healthcare; Sandy (UT); On-site; USD 80,000 - 100,000; Full time

Job summary

Carta Healthcare is seeking an Associate Fund Controller in Sandy, Utah, to enhance our CFO services by prioritizing client needs and managing diverse client relationships. This role will involve scaling our fund administration processes while collaborating with product and engineering teams.

The ideal candidate has over 4 years of experience in Fund Administration, with strong knowledge in financial regulations and management. A CPA or CMA is preferred. This position offers a unique opportunity to develop your skills and mentor junior team members.

Qualifications

• 4+ years of experience in Fund Administration.
• Experience with limited partnership agreements and financial statements.
• Strong critical thinking and decision-making skills.

Responsibilities

• Provide leverage to clients by understanding and prioritizing their needs.
• Manage effective client relationships and interactions with auditors.
• Assist Directors in executing new and current processes.

Skills

Fund Administration

Client Relationship Management

Financial Analysis

GAAP

Microsoft Office

Problem Solving

Communication

Education

CPA or CMA preferred

Tools

Xero

Investran

QuickBooks

Job description

Carta Healthcare is seeking an Associate Fund Controller in Sandy, Utah, to enhance our CFO services by prioritizing client needs and managing diverse client relationships. This role will involve scaling our fund administration processes while collaborating with product and engineering teams.

The ideal candidate has over 4 years of experience in Fund Administration, with strong knowledge in financial regulations and management. A CPA or CMA is preferred. This position offers a unique opportunity to develop your skills and mentor junior team members.