Finance and Equity Analyst - Rotational Program

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 Salary Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our expected cash compensation (salary + commission if applicable) range for this role is: $68,170 - $80,200 CAD in Toronto, Ontario, Canada Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors. *Upcoming Start Date: November 16, 2026* 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 [email protected].

The analyst will support financial operations including 409A valuations, tax reporting, and fund implementations while utilizing AI and automation to improve workflows. They will also provide feedback to product teams and manage client-facing deliverables within a rotational program structure.

Candidates must hold a bachelor's degree in Accounting, Finance, Economics, Mathematics, or a related field. Strong interest in AI, automation, and financial concepts is required, along with excellent communication and project management skills.

• Equity • Market competitive salary • Exceptional benefits

• Microsoft ExcelSouhaitée
• CommunicationSouhaitée
• Analyse financièreSouhaitée
• ComptabilitéSouhaitée
• Gestion de projetSouhaitée
• PythonSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Financial analysis
• Accounting
• Data collection
• Financial modeling
• Automation
• Python
• Scripting
• Excel
• AI tools
• Systems thinking
• Project management
• Communication
• 409A valuations
• Tax reporting
• Financial reporting
• Workflow Management
• Diplomacy
• Curiosity
• Data Privacy
• 409A Valuation
• Microsoft Excel
• Artificial Intelligence
• Bug Tracking And Management
• Management
• Venture Capital
• Command-Line Interface
• Economics
• Finance
• Equities
• Financial Modeling
• Financial Statements
• Geography
• Scalability
• Python (Programming Language)
• Mathematics
• Operations
• Private Equity
• Systems Thinking
• Tax Consulting
• Tooling
• Authorization (Computing)
• Claude AI

• Finance & Accounting
• Technology
• Data & Analytics
• Software
• Rotational Analyst
• Financial Analyst (General)
• Financial Analysts
• Financial and Investment Analysts

Formation minimale

Baccalauréat

Expérience minimale

0+ ans

Langue de l’offre

anglais

Heures de travail

40 heures par semaine