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Corporate Finance Senior Manager

San Francisco, CA

The Company You’ll Join

Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. Trusted by 65,000+ companies in 160+ countries, Carta’s platform of software and services lays the groundwork so you can build, invest, and scale with confidence.

Carta’s Fund Administration platform supports 9,000+ funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is shaping the future of private market infrastructure.

Together, Carta is creating the end-to-end ERP platform for private markets. Traditional ERP solutions don’t work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Carta’s software for the Office of the Fund CFO does just that - it’s a new category of software to make private markets look more like public markets - a connected ERP for private capital. 

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 a Corporate Finance Senior Manager, you’ll work to:

  • Shape Carta’s long-range financial story by owning corporate-level financial models and forecasting frameworks that align growth, margin, and capital efficiency targets across all business units
  • Elevate strategic storytelling for executives and the Board by distilling complex financial data into clear narratives that frame trade-offs, highlight opportunities, and drive alignment on company priorities
  • Operationalize strategic priorities by linking company-wide initiatives and investments to bottom-line outcomes, ensuring financial plans reflect both ambition and discipline
  • Partner across Product, GTM, and G&A leadership to evaluate trade-offs in headcount, spend, and investments—turning analysis into actionable recommendations that balance growth and efficiency
  • Apply benchmarking and scenario analysis to evaluate Carta’s performance against peers and emerging industry trends, helping the business identify gaps, opportunities, and best practices
  • Own quarterly and annual planning processes at the corporate level, aligning bottom-up inputs with top-down targets to ensure predictability and accountability
  • Enhance financial reporting and insights by improving automation, dashboards, and KPIs that enable executives to track progress against growth, margin, and cash flow goals in real time
  • Mature Carta’s financial infrastructure and processes to meet the needs of a scaling business, building the rigor, transparency, and insights needed to support sustained growth

The Team You’ll Work With

You’ll be joining our Strategic Finance team supporting Carta’s leadership. This is a high-impact role at the center of corporate planning and decision-making, responsible for driving alignment across Product, GTM, and G&A functions. You’ll generate insights into Carta’s overall financial performance, shape our long-range strategy, and provide the frameworks that guide investment and resource allocation. As a primary finance partner to company leadership, you’ll bring clarity and storytelling to complex financial topics—helping Carta mature its financial infrastructure while continuing to scale as a category-defining business.

About You

  • 8+ years of progressive Finance experience, ideally combining time in professional services (investment banking, private equity, or consulting) with in-house Corporate Finance or FP&A in a technology company; SaaS or high-growth experience strongly preferred
  • Strong foundation in analytical rigor, financial modeling, and strategic problem-solving, developed in environments where precision and speed are equally critical
  • Ability to translate complex financial data into clear insights and compelling narratives for executives and Boards
  • Track record of supporting strategic planning, capital allocation, and investment decisions that balance growth and efficiency
  • Proven success operating in dynamic, high-growth settings, managing multiple priorities with minimal oversight
  • Record of driving automation and process improvements to enhance insights, scalability, and efficiency
  • Strong communication skills with the ability to influence senior stakeholders and partner effectively across Product, GTM, and G&A teams
  • Familiarity with financial and business systems such as Pigment, NetSuite, Coupa, Workday, Salesforce, Google Workspace, and Microsoft Office a plus
  • Bachelor’s degree in Finance, Accounting, Economics, or Business; advanced degree or certification (e.g., MBA, CPA, CFA) a plus
  • Comfortable going into the San Francisco office on a hybrid schedule (Tue–Thu, 3 days/week)

At Carta, you’re not just an employee. You’re a builder who is creating  infrastructure that accelerates innovation and empowers more ownership. Cartans are helpful, relentless, unconventional and kind; representing Carta’s Identity Traits. They work collaboratively and cross functionally  to challenge the status quo; working towards a common goal of creating more owners in the private markets. 

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 minimum cash compensation (salary + commission if applicable) range for this role is: 

 $179,000 - $224,000  in San Francisco 

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

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 security@carta.com.

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