Treasury Operations Specialist — Payments & Banking

Carta; Sandy (UT); On-site; USD 75,000 - 88,000; Full time

Benefits offered by this job

Equity

Commissions

Job summary

Carta is seeking a Treasury Associate to join the Sandy, Utah based team. You will support daily payment operations, reconcile bank activity, and help manage liquidity and banking partner relationships.

The role emphasizes accuracy, SOP creation, and proactive process improvements, with equity as part of compensation and opportunities for further optimization across treasury functions.

Qualifications

• 3+ years in finance, accounting, or related role; 2+ years in treasury/banking ops or payment processing preferred.
• Advanced Excel/Sheets and data querying in Looker/Metabase.
• Strong AI tool interest to automate tasks and drive efficiencies.

Responsibilities

• Handle daily payment exceptions and real-time support across teams.
• Oversee daily outward payment batches and end-to-end disbursement processes.
• Administer banking portal access and ensure compliance controls.
• Maintain master banking data and monitor credit limits for risk management.
• Own monthly bank statement collection, archiving, and pricing/Audit reviews.
• Assist in liquidity management and onboarding of new markets or banking partners.

Skills

Excel/Sheets

Looker/Metabase

AI tools (Claude/Gemini)

Banking & Treasury ops

Job description

Carta is seeking a Treasury Associate to join the Sandy, Utah based team. You will support daily payment operations, reconcile bank activity, and help manage liquidity and banking partner relationships.

The role emphasizes accuracy, SOP creation, and proactive process improvements, with equity as part of compensation and opportunities for further optimization across treasury functions.