Back to jobs
New

Lead, Implementations Accounting

New York, NY

The Company You’ll Join

Carta develops purpose-built software that transforms traditional accounting into a powerful growth engine.

Carta’s world-class fund administration platform supports nearly 7,000 funds and SPVs, and represents nearly $130B in assets under management in venture capital and private equity.

Trusted by more than 40,000 companies, Carta also helps private businesses in over 160 countries manage their cap tables, valuations, taxes, equity programs, compensation, and more.

Together, Carta is setting a new standard as the end-to-end platform for private markets. Our best-in-class solution for fund management seamlessly integrates investor and portfolio company insights via a suite of tools designed ground-up to support the strategic impact of the fund CFO.

For more information about our offices and culture, check out our Carta careers page.

The Problems You’ll Solve

At Carta, our employees set out on a mission to unlock the power of equity ownership for more people in more places. We believe that the problems we solve today unlock the opportunities of tomorrow. 

As an Implementations Accountant Team Lead, you will be responsible for leading a team of Implementation Fund Accountants that supports new Fund Administration customers in their journey into Carta services. Some of the strategic support that this team provides includes the onboarding from inception of all accounting books and records, including but not limited to:

  • Capital calls and distributions
  • Audit support
  • Quarterly and annual financial statements
  • Limited Partners allocation balances
  • Performance metrics such as IRR, TVPI, RVPI and DPI

You work within our fast-growing Fund Administration business by coordinating, facilitating and managing onboarding activities that are critical to achieving success for both our customers and Carta within a tight deadline. You will: 

  • Lead a team of Implementation Fund Accountants by promoting best practices, setting a strong example, contributing to team deliverables, and ensuring customer satisfaction
  • Ensure work is properly allocated to team members and that projects are completed on time
  • Review data uploaded by your team in Carta and conduct quality assurance checks to ensure the accuracy and completeness of onboarding
  • Monitor and assist team members in the daily operation aspects of the project including reviewing the status and performance against targets, performing root‬ cause analysis of variances and making improvements to meet the targets
  • Take full responsibility for reporting on team performance by assisting in hiring, offering training and mentorship, conducting regular 1:1 meetings, providing performance feedback, and supporting your team members in achieving their career objectives
  • Review team and individual level metrics to identify opportunities for improvement, plan improvement initiatives, and lead execution of those plans with your team
  • Collaborate with both internal teams and external stakeholders on complex projects, handling ambiguity as needed
  • Address and de-escalate any issues related to data migration or client onboarding, ensuring that root causes are identified and processes are adjusted to prevent recurrence
  • Help define prioritization needs and provide leverage to our internal teams and external clients
  • Proactively escalate client issues by providing details and recommendations for solutions
  • Represent your team’s interests in leadership discussions and work closely with managers and directors

 

The Team You'll Work With

Our implementation accounting team acts as the bridge between sales and long term account management for new fund clients. The team ensures whatever information our clients had before joining Carta is correctly migrated into our system. Ours is a team of folks who have mastery of accounting, exhibit a high degree of problem-solving, efficiency, and integrity as they leverage their subject-matter expertise to provide customers with a world-class onboarding experience. 

About You

  • Bachelor’s degree in Accounting or Finance, or equivalent experience
  • You have proven 1 to 3 years of leadership experience
  • You have a deep understanding of Venture Capital, Private Equity, Hedge Fund and Fund Administration, with 5+ years of experience in this industry
  • You can independently identify problems, perform root cause analysis, and execute on action plans
  • You have experience interpreting and understanding Limited Partnership Agreements, working on Waterfall calculations, management fees and carried interest allocations
  • You have advanced Microsoft Office skills
  • You have experience maintaining, managing and nurturing multiple client relationships
  • You have experience producing and reviewing financial statements, ensuring quality and‬ consistency of the accounting data uploaded to internal systems
  • ‭You have experience managing and monitoring the timely delivery of quality client‬ deliverables
  • You have risk management experience, identifying risk and putting controls in place
  • You have experience providing training and guidance to new and existing team members
  • Incredible organizational skills, high attention to detail, and an ability to complete competing priorities quickly and autonomously
  • Passionate about growing and advancing with Carta

 

Compensation

Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our minimum cash compensation (salary + commission if applicable) range for this role is: 

 $113,240 - $141,550  in Seattle, WA
 $119,200 - $149,000  in San Francisco, CA, Santa Clara, CA, and New York, NY 

Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.

 

 

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. 

Interested in data privacy? Check out our policies on Privacy and CA Candidate Privacy. Please note that all official communications from us will come from an @carta.com domain.

 

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

Select...
Select...
Select...
Select...
Select...

While we encourage people to use AI systems during their role to help them work faster and more effectively, please do not use AI assistants during the application and interviewing process. We want to understand your personal interest in Carta without mediation through an AI system, and we also want to evaluate your non-AI-assisted communication skills. Please indicate 'Yes' if you have read and agree.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Carta’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.