VP, FP&A & Strategic Finance

ROLE OVERVIEW

We are seeking a VP of FP&A & Strategic Finance to lead global financial planning, forecasting, KPI governance and Finance AI-enablement to support our next phase of growth. This is a unique opportunity to design a best-in-class financial operating rhythm for a high-growth company in the vertical SaaS + FinTech space.

The VP of FP&A & Strategic Finance will drive financial planning cycles with cross-functional leadership, establish robust KPI governance, and set the operating rhythm of the business, while leveraging automation and AI to scale impact in a lean organization. This role will also be a critical partner to the CFO in communicating with the Board and prospective investors, preparing for a capital raise and evaluating inorganic growth opportunities.

This leader must bring strong SaaS and fintech expertise, executive presence, and the ability to operate effectively with globally distributed teams.

KEY RESPONSIBILITIES

KPI Governance & Rhythm of the Business

• Establish and maintain clear KPI governance, including metric definitions, ownership, data sources, and consistent reporting across teams.
• Design and operationalize the company’s “rhythm of the business,” aligning weekly, monthly, quarterly, and annual performance reviews with planning and decision-making.
• Drive disciplined performance management by linking KPIs to accountability, incentives, and operating plans.
• Drive rigorous variance analysis, cohort analysis, and unit economics across SaaS and fintech revenue streams.
• Improve predictability and transparency of revenue, margins, cash flow, and operating performance.
• Ensure strong data integrity and alignment across FP&A, Accounting, Revenue, and Business Systems.
• Ensure metrics, cadence, and reporting are scalable and suitable for Board, investor, and eventual public-company requirements.

Executive, Board & Business Partnership

• Serve as a trusted thought partner to the CFO, CEO, and executive leadership team, providing clear, decision-ready financial insights.
• Lead preparation of Board and investor reporting, delivering concise, high-quality financial narratives.
• Partner with GTM, Product, Operations, and FinTech teams to align financial plans with execution and improve forecast accuracy.

Strategic Planning, Capital Readiness & M&A

• Own company-wide financial planning processes, including annual operating plans, long-range planning, rolling forecasts, and scenario modeling.
• Partner with the CFO on capital raise preparation, investor materials, valuation support, and financial diligence.
• Support M&A activities, including target evaluation, financial modeling, integration planning, and post-transaction performance tracking.
• Ensure financial plans align with growth strategy, unit economics, and capital efficiency goals.

AI-Enabled Scale & FP&A Leverage

• Proactively identify and deploy AI, automation, and advanced analytics tools to increase FP&A capacity, improve forecasting accuracy, and streamline reporting and analysis.
• Redesign FP&A workflows to maximize leverage and impact without significant near-term headcount growth.
• Build self-service reporting and insights that enable faster, data-driven decision-making across the organization.

QUALIFICATIONS

• 15+ years of progressive experience in FP&A, corporate finance, or related roles, including leadership experience in high-growth SaaS and/or FinTech environments.
• Proven experience supporting capital raises, M&A, and/or IPO readiness.
• Deep expertise in SaaS metrics, unit economics, forecasting, and financial modeling; payments or fintech experience strongly preferred.
• Demonstrated ability to establish KPI governance and run the operating cadence of a scaling organization.
• Hands-on experience leveraging automation and AI tools to scale FP&A impact in lean teams.
• Strong executive presence with the ability to communicate complex financial concepts clearly and concisely.
• Experience leading and influencing globally distributed teams.
• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA, CPA, or CFA a plus.

About the Role

What You'll Do

• Develop and implement a comprehensive territory plan
• Manage the entire sales process to ensure delivery against key performance metrics and quota, with a strong emphasis on generating net new business sales. This includes prospecting and outreach, providing product demos and trials, and engaging in strategic negotiations with customers and channel partners
• Meet or exceed individual targets and contribute to the overall team and company success. This includes proactively penetrating greenfield accounts and achieving a quarterly quota of at least 2-3 qualified net new logos
• Initiate and manage expansion discussions to drive customer retention. This includes identifying customers’ goals and requirements, including budgetary constraints and key decision makers
• Devise a comprehensive customer acquisition strategy and partner with Verkada’s channel partner sales organization to establish channel partner initiatives that result in a minimum of 5 deal registrations each quarter
• Drive business growth and enhance market presence, and help enterprise organizations modernize their physical security solutions through a combination of customer engagements, marketing campaigns, executive briefings, industry conferences, events, and physical security market knowledge/intelligence
• Gain an in-depth and detailed understanding of Verkada’s business and products, as well as the physical security market to confidently sell to C-level executives within Enterprise organizations
• Create effective presentations and proposals; create urgency to drive deal closure, negotiate pricing, and contractual agreements
• Provide account analysis, conduct quarterly business reviews, and generate accurate revenue forecasts
• This role requires regular travel, estimated to be more than 50% of the time, including both domestic and international destinations as needed. The successful candidate must be comfortable with frequent travel to support business operations, customer and partner engagements and team collaboration. 

What You Bring

• 5-10+ years quota carrying B2B software/hardware technology sales with a focus on building a greenfield territory and landing new business within an Enterprise organization; 3+ years Enterprise sales is highly preferred
• Proven track record of success in a sales-driven organization selling a highly complex technical solution (with the awards and references to prove it)
• Possess a hunter sales mentality with a strong desire to be successful, and have a proven track record of prospecting, closing new logos, and landing major accounts against incumbents
• Willingness to have a strong field presence multiple days per week; Must live in the territory & be willing to travel up to 50%
• A demonstrable track record of success managing longer, complex sales cycles and engaging with all levels from end users to business champions to C-level executives (Experience selling to CIO/CTO/CISO/CFO leaders at Fortune 1000 companies is highly preferred)
• Experience collaborating with internal and external channel partner teams to sell through and with channel partners is a plus
• Proven experience running a process-driven sales cycle 
• Relevant software or hardware industry experience in any of the following domains; security software, physical security, or hardware, computer networking and “how the internet works”, subscription, SaaS, or Cloud software is a plus
• Strong knowledge and execution of MEDDIC is highly preferred
• Self-motivated, tenacious, confident, with a willingness to engage in prospecting to maintain individual funnels as expected
• Intellectually curious High IQ, EQ, and self-awareness
• Excellent communication skills (verbal and written) with peers, customers, and partners
• Thrive working in a fast- paced, dynamic environment with a strong sense of urgency
• BS/BA degree strongly preferred
• Must live within Washington

Employee Benefits

Verkada is committed to fostering a workplace environment that prioritizes the holistic health and well-being of our employees and their families by offering comprehensive wellness perks, benefits, and resources. Our benefits and perks programs include, but are not limited to:

• Healthcare programs that can be tailored to meet the personal health and financial well-being needs - Premiums are 100% covered for the employee under at least one plan, and 80% for family premiums under all plans
• Nationwide medical, vision, and dental coverage
• Health Saving Account (HSA) with annual employer contributions and Flexible Spending Account (FSA) with tax-saving options
• Expanded mental health support
• Paid parental leave policy & fertility benefits
• Time off to relax and recharge through our paid holidays, firmwide extended holidays, flexible PTO, and personal sick time
• Professional development stipend
• Wellness/fitness benefits
• Healthy lunches provided daily
• Commuter benefits

Additional Information

• You must be independently authorized to work in the U.S. We are unable to sponsor or take over sponsorship of an employment visa for this role, at this time.

About Us

Twitch is the world’s biggest live streaming service, with global communities built around gaming, entertainment, music, sports, cooking, and more. It is where thousands of communities come together for whatever, every day.

We’re about community, inside and out. You’ll find coworkers who are eager to team up, collaborate, and smash (or elegantly solve) problems together. We’re on a quest to empower live communities, so if this sounds good to you, see what we’re up to on LinkedIn and X,  and discover the projects we’re solving on our Blog. Be sure to explore our Interviewing Guide to learn how to ace our interview process.

About the Role

At Twitch, Financial Planning & Analysis (FP&A) partners with key stakeholders across the business to guide financial decisions and deliver actionable insights that shape the company’s growth. We are seeking a Senior Financial Analyst to join our team, reporting to the Director of Corp FP&A. In this role, you will help drive visibility into Twitch’s financial performance, support strategic initiatives, and develop data-driven recommendations that influence key business outcomes.

You will work closely with cross-functional partners including Marketing, Finance, Customer Trust, and Product teams to support forecasting, reporting, and financial modeling processes. You will design and enhance reporting, build new models, and streamline processes by leveraging automation and internal AI tools to enable more effective decision-making.

Your analysis and insights will directly inform decisions made by the CFO and executive leadership team. If you are passionate about uncovering insights that drive business growth and improve financial outcomes, this role is for you.

You can work from San Francisco, CA; Los Angeles, CA; Irvine, CA; or Seattle, WA.

You Will:

• Business Partnering: serve as a Financial partner to Marketing, Customer Trust, and UX Design organizations to support all forecasting and performance reporting activities
• Business Analysis: Maintain dashboards, track key metrics and provide actionable insights through effective analysis of financial and operational data
• Financial Modeling: Assist in building ad-hoc financial models for scenario planning and analysis
• Annual Planning: Support the annual planning and budgeting process, including data gathering, analysis, and coordination across departments
• Financial Reporting: Support the preparation of monthly, quarterly, and annual financial performance reports
• Executive Presentations: Create presentations that distill complex financial data into clear, concise charts and tables for senior leadership

You Have:

• Bachelor's degree in finance, accounting, business, economics, or a related analytical field
• 3+ years experience in finance, ideally with experience in FP&A at a public company
• Ability to recognize and implement process improvements and build scalable solutions
• Excellent analytical, problem-solving, and communication skills
• High standards of quality, accuracy, and fidelity
• Strong organizational skills and attention to detail
• Confidence working with all levels of management
• Intermediate SQL Experience

Bonus Points

• Experience in financial modeling and forecasting, with exposure to SaaS sales and marketing metrics (e.g., LTV, CAC)
• Experience with Corp FP&A functions, and know-how for leveraging Finance Applications (TM1, OFA, Hyperion, etc) in analysis 
• Experience in leading continuous improvement projects with measurable results

Perks

• Medical, Dental, Vision & Disability Insurance
• 401(k)
• Maternity & Parental Leave
• Flexible PTO
• Amazon Employee Discount

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. 

Pursuant to the Los Angeles Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. 

Job ID: TW9123

About Us

Twitch is the world’s biggest live streaming service, with global communities built around gaming, entertainment, music, sports, cooking, and more. It is where thousands of communities come together for whatever, every day.

We’re about community, inside and out. You’ll find coworkers who are eager to team up, collaborate, and smash (or elegantly solve) problems together. We’re on a quest to empower live communities, so if this sounds good to you, see what we’re up to on LinkedIn and X,  and discover the projects we’re solving on our Blog. Be sure to explore our Interviewing Guide to learn how to ace our interview process.

About the Role

At Twitch, Financial Planning & Analysis (FP&A) partners with key stakeholders across the business to guide financial decisions and deliver actionable insights that shape the company’s growth. We are seeking a Senior Financial Analyst to join our team, reporting to the Director of Corp FP&A. In this role, you will help drive visibility into Twitch’s financial performance, support strategic initiatives, and develop data-driven recommendations that influence key business outcomes.

You will work closely with cross-functional partners including Marketing, Finance, Customer Trust, and Product teams to support forecasting, reporting, and financial modeling processes. You will design and enhance reporting, build new models, and streamline processes by leveraging automation and internal AI tools to enable more effective decision-making.

Your analysis and insights will directly inform decisions made by the CFO and executive leadership team. If you are passionate about uncovering insights that drive business growth and improve financial outcomes, this role is for you.

You can work from San Francisco, CA; Los Angeles, CA; Irvine, CA; or Seattle, WA.

You Will:

• Business Partnering: serve as a Financial partner to Marketing, Customer Trust, and UX Design organizations to support all forecasting and performance reporting activities
• Business Analysis: Maintain dashboards, track key metrics and provide actionable insights through effective analysis of financial and operational data
• Financial Modeling: Assist in building ad-hoc financial models for scenario planning and analysis
• Annual Planning: Support the annual planning and budgeting process, including data gathering, analysis, and coordination across departments
• Financial Reporting: Support the preparation of monthly, quarterly, and annual financial performance reports
• Executive Presentations: Create presentations that distill complex financial data into clear, concise charts and tables for senior leadership

You Have:

• Bachelor's degree in finance, accounting, business, economics, or a related analytical field
• 3+ years experience in finance, ideally with experience in FP&A at a public company
• Ability to recognize and implement process improvements and build scalable solutions
• Excellent analytical, problem-solving, and communication skills
• High standards of quality, accuracy, and fidelity
• Strong organizational skills and attention to detail
• Confidence working with all levels of management
• Intermediate SQL Experience

Bonus Points

• Experience in financial modeling and forecasting, with exposure to SaaS sales and marketing metrics (e.g., LTV, CAC)
• Experience with Corp FP&A functions, and know-how for leveraging Finance Applications (TM1, OFA, Hyperion, etc) in analysis 
• Experience in leading continuous improvement projects with measurable results

Perks

• Medical, Dental, Vision & Disability Insurance
• 401(k)
• Maternity & Parental Leave
• Flexible PTO
• Amazon Employee Discount

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. 

Pursuant to the Los Angeles Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. 

Job ID: TW9123

About Us

Twitch is the world’s biggest live streaming service, with global communities built around gaming, entertainment, music, sports, cooking, and more. It is where thousands of communities come together for whatever, every day.

We’re about community, inside and out. You’ll find coworkers who are eager to team up, collaborate, and smash (or elegantly solve) problems together. We’re on a quest to empower live communities, so if this sounds good to you, see what we’re up to on LinkedIn and X,  and discover the projects we’re solving on our Blog. Be sure to explore our Interviewing Guide to learn how to ace our interview process.

About the Role

At Twitch, Financial Planning & Analysis (FP&A) partners with key stakeholders across the business to guide financial decisions and deliver actionable insights that shape the company’s growth. We are seeking a Senior Financial Analyst to join our team, reporting to the Director of Corp FP&A. In this role, you will help drive visibility into Twitch’s financial performance, support strategic initiatives, and develop data-driven recommendations that influence key business outcomes.

You will work closely with cross-functional partners including Marketing, Finance, Customer Trust, and Product teams to support forecasting, reporting, and financial modeling processes. You will design and enhance reporting, build new models, and streamline processes by leveraging automation and internal AI tools to enable more effective decision-making.

Your analysis and insights will directly inform decisions made by the CFO and executive leadership team. If you are passionate about uncovering insights that drive business growth and improve financial outcomes, this role is for you.

You can work from San Francisco, CA; Los Angeles, CA; Irvine, CA; or Seattle, WA.

You Will:

• Business Partnering: serve as a Financial partner to Marketing, Customer Trust, and UX Design organizations to support all forecasting and performance reporting activities
• Business Analysis: Maintain dashboards, track key metrics and provide actionable insights through effective analysis of financial and operational data
• Financial Modeling: Assist in building ad-hoc financial models for scenario planning and analysis
• Annual Planning: Support the annual planning and budgeting process, including data gathering, analysis, and coordination across departments
• Financial Reporting: Support the preparation of monthly, quarterly, and annual financial performance reports
• Executive Presentations: Create presentations that distill complex financial data into clear, concise charts and tables for senior leadership

You Have:

• Bachelor's degree in finance, accounting, business, economics, or a related analytical field
• 3+ years experience in finance, ideally with experience in FP&A at a public company
• Ability to recognize and implement process improvements and build scalable solutions
• Excellent analytical, problem-solving, and communication skills
• High standards of quality, accuracy, and fidelity
• Strong organizational skills and attention to detail
• Confidence working with all levels of management
• Intermediate SQL Experience

Bonus Points

• Experience in financial modeling and forecasting, with exposure to SaaS sales and marketing metrics (e.g., LTV, CAC)
• Experience with Corp FP&A functions, and know-how for leveraging Finance Applications (TM1, OFA, Hyperion, etc) in analysis 
• Experience in leading continuous improvement projects with measurable results

Perks

• Medical, Dental, Vision & Disability Insurance
• 401(k)
• Maternity & Parental Leave
• Flexible PTO
• Amazon Employee Discount

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. 

Pursuant to the Los Angeles Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. 

Job ID: TW9123

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 Senior Site Reliability Engineer, you’ll work to: 

• Build and scale our internal  platform offerings (compute, storage and networking services) to ensure the reliability, and performance of our applications.
• Design and implement monitoring, alerting, and incident response systems.
• Collaborate with application software engineers (as needed) to guide their design and ensure it scales for what Carta needs in the long run.
• Act as an agent of change and push boundaries to incrementally improve our systems as we expand globally.

The Team You'll Work With

You’ll be joining the Infrastructure Engineering team at Carta. The Infrastructure Engineering team is responsible for providing secure, reliable, scalable and performant infrastructure to Carta’s customers and developers.

We are Software and Infrastructure Engineers who specialize in cloud computing, networking, systems design and architecture, storage, real time data telemetry, associated automation, tooling and processes. We possess a breadth and depth of knowledge about Carta’s infrastructure and industry wide best practices, that translates into leverage for Carta’s business.

About You

You are excited by the idea of developing scalable, reliable and efficient infrastructure that powers the entire company. We’re looking for strong communicators who enjoy collaborating to solve complex problems. Familiarity with infrastructure best practices on performance, reliability and security and their associated tools is appreciated. 

Our stack is Python, Java, Terraform, gRPC, Docker, Kubernetes, Postgres, running on AWS. Come join us! 

• Cloud Platforms: Extensive experience with cloud services such as AWS, Google Cloud Platform, or Azure, including services like EC2, S3, RDS, and Lambda. Experience with Kubernetes or other container orchestration is preferred!
• Infrastructure as Code (IaC): Proficient in using tools such as Terraform, Ansible, or CloudFormation for managing and provisioning cloud infrastructure.
• Networking: Experience with networking concepts and tools, including Container Network Interface (CNI), Network policy implementations. Experience with proxies and service mesh is a big plus. 
• Monitoring and Observability: Strong knowledge of monitoring tools and practices, such as Prometheus, Grafana, ELK Stack, or Datadog, and the ability to set up and maintain comprehensive monitoring solutions.
• Software Development: Proficiency in Python, with the ability to write efficient, maintainable, and scalable code.
• API Services: Experience in designing, deploying, and maintaining API services, with a strong understanding of RESTful and/or GraphQL API design principles.
• AI Fluency: You use AI tools in your own day-to-day work in addition to enabling others. You're comfortable building agents to reduce toil and expect this to be a normal part of how you operate.
• Experience operating CI/CD and its associated best practices is also appreciated though not essential.

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: 

• $181,688 - $213,750 in Seattle, WA
• $191,250 - $225,000 in Santa Clara, CA  or San Francisco, CA

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

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. Ink is Carta’s Design System – the underlying foundation for how all of Carta looks and feels. Our focus is to make Financial Technology safe, intuitive, performant, and fun (yes, we said that).

As a Senior Design Systems Engineer, you’ll work to: 

• Architect and evolve the Ink component library: You will build and maintain robust, production-ready React components that blend rigorous design system standards, intuitive developer ergonomics, and extensible API design.
• Redefine the Design System for the Agentic Age: You will lead the R&D on how our design system evolves to support AI-driven interfaces. You will update our definition of a design system to accommodate generative workflows, ensuring Ink is optimized for both human developers and AI agents.
• Bridge the gap between design and code: You will act as a technical translator, taking concepts from Figma and turning them into performant UI code, ensuring that the "polish" of the design is never lost in translation.
• Elevate frontend quality and developer velocity: You will drive cross-functional projects to improve animation fluidity, CSS architecture, and system modularity, helping product teams solve 80% of their UI problems instantly so they can focus on the unique 20%.
• Coach and advocate for system adoption: You will mentor engineers and designers across the organization, conducting code reviews and design reviews to ensure best practices are met, while gathering feedback to iteratively improve the system’s flexibility and ease of use.

The Team You'll Work With

You’ll be joining our Design System team “Ink”. Ink is where visual design, user experience best practices, and modern React architecture fuse together to create a beautiful set of tools that allow teams to create great products fast. Our ultimate purpose is to enable great design at scale. We are a team that sits at the intersection of design and engineering; we build the foundational components, tooling, and documentation that empower hundreds of Carta engineers and designers to ship consistent, high-quality, and accessible interfaces.

About You

We are seeking an opinionated but humble builder who cares deeply about the craft of software and the details of design. You have likely built or maintained a component library before and understand the unique challenges of serving other developers as your primary customers.

• 7+ years of relevant experience recommended: Specifically in frontend engineering with a strong focus on design systems, AI-assisted development, or UI infrastructure.
• AI-Forward Innovator: You are actively pushing the limits of what design systems can do with AI. You are eager to explore how component APIs, tokens, and documentation can be optimized to support AI development patterns and the future of agentic UI.
• Systematic Thinker: You have a track record of replacing custom, one-off UI with modular, reusable solutions, and you can articulate the trade-offs of API design decisions to both engineers and designers.
• React & CSS Expert: You possess deep, expert-level knowledge of React (modern patterns, hooks, context), CSS (architecture, scalability), and animation technologies  such as CSS Animations, Framer, and D3. You write code that is not just functional, but a joy for other developers to use.
• Design Fluent: You are comfortable working and collaborating  inside Figma. You understand the nuances of interaction design and can prototype complex UI behaviors to validate concepts before they reach production.
• Champion of Quality: You have a "polish-oriented" mindset. You sweat the details on accessibility, performance, and visual fidelity, ensuring that our system sets a high bar for the rest of the company.

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: 

• $212,500 - $250,000 in San Francisco, CA; New York, NY
• $201,000 - $237,500 in Seattle, WA

We are hiring for multiple levels and locations, so final offers may vary from the amounts listed based on geography, experience and expertise, and other factors.

Who we are

About Stripe

Stripe is a financial infrastructure platform for businesses. Millions of companies - from the world’s largest enterprises to the most ambitious startups - use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone's reach while doing the most important work of your career.

What you’ll do

As a Billing Account Executive at Stripe, you will use your sales and product expertise to help drive growth through both existing and new to Stripe customers. You will collaborate with the core sales, marketing, product marketing, and product teams to develop deep product and industry knowledge and drive strategic deals. You will be instrumental in leading in depth product discussions with existing and prospective customers – and building and executing against our go to market strategy.

Responsibilities

• Drive revenue to achieve and over perform on target and KPIs
• Lead new sales and upsell conversations of Stripe for existing and prospective customers.
• Drive strategic thought leadership within assigned territory to ensure user success and revenue growth 
• Deeply understand the sales process and competitors for Stripe, including software, hardware and payments.
• Serve as both an internal and customer-facing expert on Stripe, especially for your specialized products.
• Synthesize and relay customer feedback and our findings to inform Stripe’s product roadmap.
• Engage with Product, Marketing and User Operations teams to help amplify our growth trajectory.

Who you are

You are an adept salesperson, capable of engaging in business-level and technical conversations at multiple levels of the organization, including CEO, CFO, and CTO. You are used to building value in competitive situations and enjoy working on products that require deep product understanding, combined with technical knowledge. You’re as comfortable working with clients as with internal stakeholders (including executives). You’re excited to become an expert and to share your knowledge. You’re an organized self-starter, an excellent communicator who is highly analytical and has a track record for improving the processes and organizations around you.

Minimum requirements

• 8+ years of sales or prospecting experience at a technology company and a track record of top performance.
• Owning a direct sales quota, with direct sales experience closing new business and/or expansion of existing users.
• A proven ability to build strong collaborative working relationships with business partners. 
• The ability to deal effectively with ambiguity and thrive in an unstructured, fast-moving environment.
• A proven ability to be a self-starter capable of driving business results without significant supervision.
• An enthusiastic “roll up your sleeves” mentality.
• Excellent verbal and written communication skills.
• Strong presentation skills, particularly for in-person meetings with multiple stakeholders. 
• Proven ability to lead complex negotiations involving bespoke commercial agreements. 
• Ability to understand complex technical requirements and craft solutions across multiple stakeholders.
• Excellent verbal and written communication skills.

Preferred qualifications 

• • 5+ years of experience specifically selling financial services or similar software.  
  • Experience in selling billing solutions. 
  • Proven ability to sell in a fast paced environment.

About Us

At Sleep Doctor, we’re helping millions get a full night's rest. As the most trusted name in sleep health, we make better sleep possible with proven support, clear answers, and hands-on care that fits real life. Across our brands—SleepDoctor.com, SleepFoundation.org, and SleepApnea.org—we combine clinical expertise with consumer-first experiences to help people understand their sleep, tackle real challenges, and wake up to healthier, more energized lives. If you’re passionate about making better sleep possible—and want to help reshape the future of sleep care—we’d love to meet you. 

Sleep Doctor is committed to bringing together individuals from diverse backgrounds and perspectives. We strive to create an inclusive environment where everyone can thrive and be their authentic self, feel a sense of community, and do great work together. We are proud to be an equal opportunity employer open to all qualified applicants. 

As a Sales Operations Analyst at Carbon Robotics, you’ll be the operational and analytical engine behind our commercial team. You’ll own our HubSpot CRM, build the dashboards and reports leadership relies on to run the business, keep our pipeline clean and trustworthy, and turn data into the insights that help us sell faster and smarter.

This role reports directly to the CFO and is based in-person at our Seattle headquarters. You’ll have unique visibility and influence for an early-career role as you work with our CEO and other senior leaders. The ceiling is as high as you make it.

What you’ll do:

• Own HubSpot as our system of record — keep data accurate, clean, and trustworthy, and design scalable processes
• Build and maintain sales dashboards, reports, and forecasts that give the CEO, CFO and sales leadership a clear, real-time view of pipeline health, deal velocity, and revenue performance
• Run weekly pipeline and forecast reviews with the sales team. Spot risk, flag stalled deals, and push for clean handoffs across the funnel
• Analyze sales and commercial data to surface what’s working and what’s not: win rates, cycle time, territory performance, rep productivity, conversion by stage and turn findings into concrete recommendations
• Improve the sales process end-to-end, from lead routing and opportunity stages to deal desk, quoting, and contract handoff. If it’s broken or slow, you fix it
• Support quota setting, territory planning, and sales compensation calculations
• Onboard new reps onto HubSpot and our sales process, and write the documentation so we don’t re-teach the same thing twice
• Partner with marketing, finance, and field operations on anything that touches the revenue motion

Knowledge, Skills, and Abilities for Success:

• 1–3 years of experience in sales operations, revenue operations, business operations, sales analytics or a similar analytical role
• Hands-on experience with a CRM. HubSpot strongly preferred; Salesforce or similar is fine if you can pick up HubSpot fast
• Strong Excel and Google Sheets skills. Comfortable building models, pivot tables, and clean reports from messy data
• A “motor” — self-starter who takes ownership, moves fast, isn’t afraid to take risks or try new things, and owns the outcome
• Excellent communication skills. You can explain what the numbers mean to a non-analyst and push back when you disagree
• Bachelor’s degree or equivalent practical experience
• Based in the Seattle area and willing to work full-time from our HQ

Nice to Have:

• Advanced spreadsheet skills. Fluent with pivot tables, lookups, and charts/graphs that make messy data easy to understand at a glance
• SQL or basic scripting (Python, Apps Script) for pulling and transforming data
• Experience at a hardware, capital equipment, or B2B company with long, complex sales cycles
• Experience building or improving a sales process from scratch

The Problems You'll Solve

• Develop and own deep relationships with our largest and most strategic customers to drive product adoption and long-term success, including regular in-person engagement.
• Partner closely with customers to create and manage tailored project plans that align with their business goals.
• Collaborate cross-functionally with internal teams—often through in-person meetings—to ensure alignment on product roadmaps and client expectations.
• Design and execute strategies to increase customer engagement and reduce churn, leveraging both in-person and digital channels.
• Use technology platforms and proactive communication to deliver Carta’s value at scale while balancing this with high-touch, in-person interactions as needed.
• Lead customers through the renewal process, including direct conversations around scope changes, service escalations, and contract terms.
• Negotiate renewal agreements focused on creating mutually beneficial outcomes for both the customer and Carta.
• Understand customer goals, challenges, and success metrics—and provide guidance that helps them maximize value from Carta’s platform and services.
• Build meaningful, long-term relationships with key stakeholders and decision-makers, cultivating account champions and Carta advocates through trust and regular contact.
• Participate in resolving customer issues in collaboration with internal teams, visiting customer sites when necessary to ensure a strong service experience.
• Identify and activate high-potential customers to serve as references and advocates.
• Maintain high levels of customer satisfaction and loyalty through a combination of proactive outreach, education, and regular interaction.
• Monitor product usage, customer sentiment, and engagement trends—and take appropriate action to drive continued value realization.
• Deliver best practices, strategic insights, and creative product solutions through thoughtful consultation—both virtually and in person.
• Identify new opportunities for customers to deepen their use of Carta products and services, and serve as a strategic advisor in driving long-term growth.

The Team You'll Work With

We’re looking for exceptional Account Managers to own and manage relationships with existing customers. This includes ensuring your customers are getting value out of Carta products, collaborating closely with the product team to drive adoption of  additional features, and managing customers successfully through the renewal process.

As an Account Manager, you will play a critical business role at Carta. You will work with your customers to understand their business plans and develop a Carta product adoption roadmap which will enable them to accomplish their desired business outcomes. Using your experience, you will collaborate with the team, product, sales, marketing and support to drive account strategy, solve problems, and improve customer engagement and loyalty.

About You

• 4+ years of client facing experience
• Prior experience working in venture capital,  private equity or accounting strongly preferred
• Proven ability to build and manage existing customer account relationships
• Proven ability to establish and optimize operational processes related to customer account management
• Strong customer success skills and demonstrated ability to work through difficult conversations to preserve relationships
• Excellent communication, listening, facilitation, and negotiating skills
• Proactive, action-oriented
• Strong data analysis, organization, and prioritization skills
• Ambitious, detail-oriented and self-starter with a proven track record of delivering results
• Proactive, self-motivated and persuasive team player with innovative ideas to inspire customer loyalty and adoption
• Consistent track record of highly-professional interpersonal skills in a fast paced, dynamic environment
• A quantitative aptitude and ability to present to clients with sophisticated investment knowledge and business experience
• Experience working cross-functionally across multiple teams and demonstrated ability to drive projects to completion
• Diplomacy, tact and poise under pressure when working through customer issues
• Comfortable operating in areas of uncertainty and educating yourself on areas where you lack a depth of knowledge
• Ability to travel both locally and on extended trips within the continental US to visit clients on-site and in-person approximately 1-2 times per week

Please note: This role requires regular in-person interaction with customers and team members, including client site visits and onsite team collaboration. Strong expectation is placed on in-person presence of three days per week to build trusted relationships and deliver best-in-class service.

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:

 $165,000.00 OTE in San Francisco, CA & New York, NY

We are hiring for multiple levels and locations, so final offers may vary from the amounts listed based on geography, experience and expertise, and other factors.

ABOUT BEZOS ACADEMY 

At Bezos Academy, we believe all children deserve the great start that excellent early education provides, including in under-resourced communities. Our mission is to nurture the potential in every child to become a creative leader, original thinker, and lifelong learner by inventing the solutions needed to scale early childhood education. We are a unique organization that realizes our mission in two distinct ways. First, we operate a multi-state network of schools in under-resourced communities, offering quality Montessori preschool at no cost to families. Second, we invest in creating tools, products, technology, and other solutions designed to reach children well beyond the walls of our schools. We aspire to have a profound, large-scale impact on children ages zero to five.

DESCRIPTION

As the Director of Financial Planning and Analysis at Bezos Academy, you will be responsible for leading the financial rhythms of the organization, including enterprise-wide annual and multi-year planning. Reporting directly to the Chief Financial Officer, you will evaluate and lead a team with the goal of providing trusted financial business partner perspectives to leaders across functions, creating tools and processes to support best decisions and consistently encourage a stewardship mindset in the shared pursuit of the organization’s mission and long-term priorities.    

In this hands-on role, you will utilize your problem-solving skills daily by inventing, simplifying, and making improvements to systems and processes to evolve and scale the organization. You will provide timely and relevant insights, analyze data, drive reporting improvements, and interact with various stakeholders. You thrive and succeed in a high-stakes environment, comfortably navigating ambiguity and competing priorities. Above all, you are inspired by our mission to expand access and invent the solutions needed to provide early education for all children.

LOCATION

• Seattle, WA
• Relocation support is available for those willing to relocate to Seattle

COMPENSATION & BENEFITS

• This is a full-time, benefits-eligible, exempt (salaried) position.  
• The full salary range for this position in Seattle, WA, is $173,000 - $293,000 per year. The upper third of the salary range is typically reserved for employees who have been in the role for multiple years and have demonstrated strong performance over time. Starting salary will vary by qualifications and prior experience. 
• This role includes 15 paid days of vacation, 4 days of paid personal time off, 9 paid days of sick (care) time, 9 paid holidays, 5 paid days off for an organization-wide winter break, and additional time off if required by applicable law. Benefits for this role include medical, dental, and vision insurance, life insurance, disability insurance, a 401(k) plan with a 4% employer contribution match, paid parental leave, an employer-matched flexible spending account for dependent care, and more. Please see here for details.  
  
  

MINIMUM QUALIFICATIONS

• Bachelor’s degree or equivalent experience
• Ten years of relevant experience, with at least five years of people management and team leadership
• Demonstrated financial acumen and analytical experience delivering forecasting, budgeting, variance analysis, and data interpretation of results
• Strong analytical skills and advanced proficiency in Microsoft Excel (e.g., proficiency in VBA/macros)
• Experience working with financial analytical tools, modeling methods, and reporting systems
• Understanding of US GAAP and internal control frameworks 
• Superior communication skills, including the ability to identify and solve ambiguous problems, present findings and recommendations in well-written documents of six pages or less, and convey key info to audiences with diverse levels of financial and technical knowledge

PREFERRED QUALIFICATIONS

• MBA, CPA, or advanced degree in a relevant field 
• Ability to work in a rapidly evolving, dynamic work environment
• Comfort and confidence in translating business objectives into financial data structures used to support measurement of performance, with a keen eye for simplification
• Proven track record of working in consultative partnership with other business leaders to effectively improve decision-making, steward financial resources, and drive results
• Demonstrated ability to automate and use systems to streamline business and financial reporting processes

Please click here for a full job description. 

Bezos Academy is an Equal Opportunity Employer. All applicants receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

Bezos Academy participates in E-Verify and will provide the federal government with employee Form I-9 Information to confirm authorization to work in the U.S. Bezos Academy only uses E-Verify once a candidate has accepted a job offer and completed the Form I-9. If E-Verify cannot confirm that an employee is authorized to work, Bezos Academy will give the employee written instructions and an opportunity to contact the Department of Homeland Security (DHS) or Social Security Administration (SSA) so the employee can begin to resolve the issue before any adverse employment action is taken. For more information about your right to work, please see the Notice of Right to Work.

GAQ426R237

While candidates in the listed location(s) are encouraged for this role, candidates in other locations will be considered.

Overview:

Databricks is seeking a Senior Manager, Finance PMO and Operations, with a specialized focus on FP&A. You will be responsible for driving organization, transformation, innovation, and operational efficiency at scale, as well as managing key programs across global Finance teams within the CFO organization and with our cross-functional stakeholders. You will interface with leadership to ensure transparency and visibility into our programs and projects.

You will partner with teams across the Finance organization, including various FP&A teams (Corporate, GTM, Product, etc.) and partners within the broader CFO org. In addition, you will collaborate with cross-functional teams such as IT, People, Engineering, Product, Go-to-Market, and Pricing. You will own project and program management, including OKR setting, process optimization, transformation roadmaps, and organizational management and communications on behalf of the FP&A team. 

Your passion should be collaborating with FP&A and other cross-functional partners to drive programs for efficiency and transformative change across the Finance organization. The ability to plan and execute effectively while collaborating across teams and locations will be key to success in this role. In this role, you will remove friction for the Finance team by developing organization-wide standards, leading programs, including communications, reporting, and metrics, optimizing processes, and driving technology improvements. You will also leverage AI and emerging technologies to improve Finance workflows and optimize our team’s work, enabling smarter decision-making, predictive insights, and scalable automation across core Finance processes.

The impact you will have:

• FP&A Project and Program Management:
• Facilitate the annual FP&A goal and OKR setting process and track/drive the execution of those goals
• Streamline and own planning, intake, and prioritization processes across FP&A on key priorities related to Data and AI, systems enhancements and process improvements, ensuring alignment with the Company and Finance team’s goals and strategy
• Manage multiple complex, cross-functional programs, including working with stakeholders from IT, Engineering, Sales, and other Finance teams
• FP&A Process Optimization:
• Collaborate with FP&A teams to document and evaluate existing FP&A processes
• Drive end-to-end FP&A process optimization and standardization, leading the re-architecting of processes as necessary ensuring success criteria and metrics are achieved, and stakeholder enablement is completed
• Partner with cross-functional and internal Finance teams to implement scalable, automated solutions leveraging our Databricks product as well as AI and machine learning tools where applicable
• FP&A Organizational Management and Communications:
• Support the design and buildout of an FP&A organization that supports Databricks’ growth
• Facilitate recurring FP&A leadership meetings and FP&A all-hands meetings, including creating agendas and content
• Lead executive communications and reporting to ensure transparency on project progress, risks, and outcomes

What we look for:

• Bachelor’s degree in Business, Finance, or related field
• 8+ years of experience working in or with FP&A teams
• 8+ years of experience leading cross-functional projects and programs with demonstrated success in process optimization and automation
• Expertise in program management, executive communications, reporting, and metrics
• Experience implementing or managing AI and automation tools within Finance organizations
• Expertise in planning, OKRs, and QBRs
• Experience in process improvement and optimization
• Proficiency with JIRA, project management tools, and reporting systems
• SaaS industry experience is a plus
• SQL or Python experience is a plus
• Expert-level presentation skills, including the ability to develop impactful presentations using Google Slides

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 Lead Product Manager, you will work across our platform to ensure our offerings remain market-leading and transformative.

The Team You'll Work With

At Carta, we believe in a collaborative and inclusive approach to hiring that maximizes both candidate experience and team fit. Our hiring model allows us to match candidates with the team that aligns best with their skills, experience, and career aspirations. At the final stage of our interview process, you'll have the chance to gain insights into the respective domains we're hiring for.

About You

We are looking for a strong product leader who can drive strategy, prioritization, and product delivery. If you are passionate about building intuitive solutions to complex problems and have a desire to impact how ownership is managed and distributed around the world, we’d love to talk with you.

• You have 7+ years experience in product management in a high-paced, agile software development environment, with a proven track record of shipping impactful products.
• You have several years of experience in building products at startups in cross-functional teams with product designers, engineers, and business partners.
• You are empathic and driven by solving problems for your users. You have the ability to dig deep into their problems and really understand what drives them.
• You are a systems thinker and solve problems in a holistic way. You draw data flow diagrams in your sleep and complexity makes you salivate. 
• You traverse between altitudes with ease. You can think big picture on product strategy in one moment and then get in the trenches to solve a calculation definition issue in the next.
• You are resourceful and scrappy in the right ways. You know when to invest versus stand-up fake doors to validate a hypothesis. You understand that sometimes the best path forward may not be through building software.

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: 

•  $204,000 - 240,000 in [San Francisco, CA; Santa Clara, CA; New York, NY] 
•  $193,800 - 228,000 in [Seattle, WA] 

We are hiring for multiple levels and locations, so final offers may vary from the amounts listed based on geography, experience and expertise, and other factors.

The Team You’ll Work With

You’ll enter our engineering interview process as part of a pooled hiring model. We believe in hiring for Carta first, focusing on your core strengths and technical craft rather than a specific team’s immediate gap. 

Staff Engineers at Carta are technical anchors for our business. You don’t just own features, you take long-term accountability for the technical health and strategic direction of different domains. As you move through our process, we’ll transition from the general pool to a team-matching phase. Our goal is to match your unique technical strengths, and personal career interests with our most impactful, strategic challenges. 

Strategic areas you may influence include:

• Platform Data Ecosystem: Shaping how data flows across our entire suite of products to ensure a "single source of truth" for private market data.
• Financial Systems Architecture: Designing resilient, scalable solutions for management fee accounting and multi-currency transactions.
• Engineering Excellence: Defining company-wide standards that reduce operational load and improve developer velocity across dozens of teams.

The Problems You’ll Solve

As a Staff Engineer, you are responsible for the long-term technical health and success of your business unit. You’ll work to:

• Navigate Ambiguity: Tackle the most complex and poorly defined problems at Carta, breaking them down into navigable paths for the rest of the organization.
• Champion Systemic Improvement: Identify and eliminate failure patterns across multiple systems, driving architectural changes that improve scalability and reliability.
• Bridge Technical Gaps: Use your deep understanding of cross-functional domains to align multiple teams on major technical decisions.
• Define the AI Frontier: Lead the charge in transforming how we build by defining the context and building the rails that allow every person at Carta to leverage AI tools safely and effectively. You’ll help move the organization toward a future where AI amplifies our collective engineering impact.
• Uphold Engineering Standards: Set the vision for operational excellence and mentor senior engineers to raise the collective craft of the organization.

About You

• The Tech Stack: You are an expert in building distributed systems. While our primary stack is Python/Django, React, and Postgres, you should be comfortable guiding technical direction across JVM languages, gRPC, and cloud-native infrastructure (AWS). 
• Leadership: You lead through influence rather than authority, acting as a role model for constructive communication and technical discipline.
• Vision: You don't just solve the problem in front of you; you anticipate future roadblocks and build systems that support long-term business growth.

Experience: We recommend 10+ years of professional software engineering experience with a track record of high-level technical leadership.

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: 

•  $228,000 - $285,000 in Seattle, WA
•  $240,000 - $300,000 in San Francisco, CA; Santa Clara, CA; New York, NY

We are hiring for multiple levels and locations, so final offers may vary from the amounts listed based on geography, experience and expertise, and other factors.

The Team You’ll Work With

You’ll enter our engineering interview process as part of a pooled hiring model. We’re excited to meet people who are energized by complex, ambiguous problems. We look for owners and problem-solvers who are eager to dive into the details of their craft, and are motivated by building products and experiences that meaningfully expand access to ownership. 

As you move through our process, we’ll transition from the general pool to a team-matching phase, ensuring that by the final interview, you are aligned with a specific team that matches your strengths and career goals. 

High impact domains you might join include:

• Fund Operations: Building the core engine that powers our vision of an operating system for private capital, simplifying complex accounting workflows.
• Investor Reporting: Developing features that enable investment firms and audit partners to share accurate, timely performance data.
• Risk & Compliance: Scaling the infrastructure that ensures security and transparency across billions of dollars in assets.

The Problems You’ll Solve

As a Senior Software Engineer II, you will lead technically complex projects and serve as a multiplier for your team. You’ll work to:

• Drive Implementation: Lead the execution of complex technical projects, driving them from concept to production while maintaining high standards for performance and reliability.
• Simplify Systems: Dig deep into our architecture to identify opportunities to simplify code and infrastructure, prioritizing changes that have a measurable business impact.
• Leverage Modern Tooling: Use the best AI-assisted engineering tools to accelerate your workflow, improve code quality, and spend more of your time solving the high-level logic and unconventional problems 
• Foster Growth: Act as a mentor and coach, raising the technical bar for your peers through diligent PR reviews and architectural guidance.
• Collaborate Cross-Functionally: Partner with product and design to ensure we are building the right solution for the user, not just following a specification.

About You

• The Tech Stack: You have experience with (or a desire to learn) our core technologies: Python, Django, React, Postgres, and Kafka. We also utilize Java, gRPC, and AWS. 
• Execution: You can break down complex user stories into actionable tasks and execute them with minimal guidance.
• Strategic Mindset: You understand the "why" behind your code and can articulate technical trade-offs to stakeholders.
• Experience: We recommend 8+ years of professional software engineering experience for this level.

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

•  $201,875 - $237,500 in Seattle, WA
•  $212,500 - $250,000 in San Francisco, CA; Santa Clara, CA; New York, NY

We are hiring for multiple levels and locations, so final offers may vary from the amounts listed based on geography, experience and expertise, and other factors.

The Team You’ll Work With

You’ll be joining Carta’s Tax team as a US Federal tax preparer and reviewer, leveraging Carta’s proprietary tax engine to file tax returns for our clients.

Your clients are the most talented venture capitalists, fund managers and dealmakers in the world. You will help them realize their ambitions of supporting the companies of tomorrow through our next-gen investment stack (including legals, vehicle formation, banking, investor onboarding and much more). 

You will also be collaborating with our wider Carta accounting, fund administration and compliance teams on relevant tax issues that relate to Carta’s products and services.

The Problems You’ll Solve

• Turning professional services into products is challenging: how do you productize workflows so that we can deliver the fastest tax solutions with perfect accuracy?
• We are at the intersection of finance, tax and technology: how do we build a tax engine that will make tax filings feel as simple as ordering a book online?
• We automate investment structures in venture capital: how can you help scale post-deal processes so that each container is as seamless and fun to use as the last one created?

About You

Must have US Federal tax experience for the preparation and filing of tax returns and IRS e-filings, focusing on partnership tax returns.

You are a fully qualified CPA (or eligible to sit for CPA exam) who understands the intricacies of US tax filings relating to investment vehicles, and have a burning desire to see it automated and simplified.  

Excited to work on wider team projects which are not directly tax-related (e.g. legal, financial) as well as interacting with clients on administering their investment structures.

• High attention to detail: written and quantitative. You must be confident navigating your way around complex tax structures and documentation in relation to this.
• Organized and calm under pressure, you are able to manage competing demands on your time, whilst persevering to solve ambiguous problems.
• Passionate and knowledgeable about venture capital: you intimately understand the pressures facing our clients and are ready to roll up your sleeves in a fast-paced environment
• You’re interested in working on projects in a fast-paced environment with a supportive team and as an individual
• You have experience leveraging technologies to automate processes and gain efficiencies
• You have strong critical thinking, problem solving, and decision making skills
• You take pride in your ability to communicate effectively and are able to multitask to meet multiple deadlines

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: 

•  $90,440.00 - $106,400.00 in Seattle, WA

We are hiring for multiple levels and locations, so final offers may vary from the amounts listed based on geography, experience and expertise, and other factors.

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 Tax Associate, you’ll work to: 

• Turning professional services into products is challenging: how do you productize workflows so that we can deliver the fastest tax solutions with perfect accuracy?
• We are at the intersection of finance, tax and technology: how do we build a tax engine that will make tax filings feel as simple as ordering a book online?
• We automate investment structures in venture capital: how can you help scale post-deal processes so that each container is as seamless and fun to use as the last one created?

The Team You'll Work With

You’ll be joining Carta’s Tax team as a Tax Associate, assisting in delivering tax returns and supporting the delivery process.

Your clients are the most talented venture capitalists, fund managers and dealmakers in the world. You will help them realize their ambitions of supporting the companies of tomorrow through our next-gen investment stack (including legals, vehicle formation, banking, investor onboarding and much more). 

You will also be collaborating with our wider Carta accounting, fund administration and compliance teams on relevant tax issues that relate to Carta’s products and services.

About You

Must have experience supporting the preparation and filing of tax returns and IRS e-filings. Some of the responsibilities of this role include:

• Assist with tax return processing including e-filing and mailing of federal and state filings, as applicable.
• Scan and file federal and state notices as received and maintain notice tracker.
• Assist with routing tax-related client inquiries to the relevant federal, state or international tax team members.
• Collect and validate relevant tax records and financial data via proprietary Carta Tax software to facilitate the preparations and reviews of tax returns.
• Support special projects on an ad-hoc basis.
• Provide administrative support to tax team leaders.
• Experience with income tax filing software such as GoSystems Tax RS, but not required.
• Excited to work on wider team projects which are not directly tax-related (e.g. legal, financial) as well as interacting with clients on administering their investment structures.
• High attention to detail: written and quantitative. You must be confident navigating your way around complex tax structures and documentation in relation to this.
• Organized and calm under pressure, you are able to manage competing demands on your time, whilst persevering to solve ambiguous problems.
• You’re interested in working on projects in a fast-paced environment with a supportive team and as an individual.
• You have experience leveraging technologies to automate processes and gain efficiencies.
• You have strong critical thinking, problem solving, and decision making skills.
• You take pride in your ability to communicate effectively and are able to multitask to meet multiple deadlines.

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 Tax Associate, you’ll work to: 

• Turning professional services into products is challenging: how do you productize workflows so that we can deliver the fastest tax solutions with perfect accuracy?
• We are at the intersection of finance, tax and technology: how do we build a tax engine that will make tax filings feel as simple as ordering a book online?
• We automate investment structures in venture capital: how can you help scale post-deal processes so that each container is as seamless and fun to use as the last one created?

The Team You'll Work With

You’ll be joining Carta’s Tax team as a Tax Associate, assisting in delivering tax returns and supporting the delivery process.

Your clients are the most talented venture capitalists, fund managers and dealmakers in the world. You will help them realize their ambitions of supporting the companies of tomorrow through our next-gen investment stack (including legals, vehicle formation, banking, investor onboarding and much more). 

You will also be collaborating with our wider Carta accounting, fund administration and compliance teams on relevant tax issues that relate to Carta’s products and services.

About You

Must have experience supporting the preparation and filing of tax returns and IRS e-filings. Some of the responsibilities of this role include:

• Assist with tax return processing including e-filing and mailing of federal and state filings, as applicable.
• Scan and file federal and state notices as received and maintain notice tracker.
• Assist with routing tax-related client inquiries to the relevant federal, state or international tax team members.
• Collect and validate relevant tax records and financial data via proprietary Carta Tax software to facilitate the preparations and reviews of tax returns.
• Support special projects on an ad-hoc basis.
• Provide administrative support to tax team leaders.
• Experience with income tax filing software such as GoSystems Tax RS, but not required.
• Excited to work on wider team projects which are not directly tax-related (e.g. legal, financial) as well as interacting with clients on administering their investment structures.
• High attention to detail: written and quantitative. You must be confident navigating your way around complex tax structures and documentation in relation to this.
• Organized and calm under pressure, you are able to manage competing demands on your time, whilst persevering to solve ambiguous problems.
• You’re interested in working on projects in a fast-paced environment with a supportive team and as an individual.
• You have experience leveraging technologies to automate processes and gain efficiencies.
• You have strong critical thinking, problem solving, and decision making skills.
• You take pride in your ability to communicate effectively and are able to multitask to meet multiple deadlines.

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:

$74,290.00 - $87,400.00 in Seattle, WA

We are hiring for multiple levels and locations, so final offers may vary from the amounts listed based on geography, experience and expertise, and other factors.

The Team You’ll Work With

You’ll be joining Carta’s Tax team as a US Federal tax preparer and reviewer, leveraging Carta’s proprietary tax engine to file tax returns for our clients.

Your clients are the most talented venture capitalists, fund managers and dealmakers in the world. You will help them realize their ambitions of supporting the companies of tomorrow through our next-gen investment stack (including legals, vehicle formation, banking, investor onboarding and much more). 

You will also be collaborating with our wider Carta accounting, fund administration and compliance teams on relevant tax issues that relate to Carta’s products and services.

The Problems You’ll Solve

• Turning professional services into products is challenging: how do you productize workflows so that we can deliver the fastest tax solutions with perfect accuracy?
• We are at the intersection of finance, tax and technology: how do we build a tax engine that will make tax filings feel as simple as ordering a book online?
• We automate investment structures in venture capital: how can you help scale post-deal processes so that each container is as seamless and fun to use as the last one created?

About You

Must have US Federal tax experience for the preparation and filing of tax returns and IRS e-filings, focusing on partnership tax returns.

You are a fully qualified CPA (or eligible to sit for CPA exam) who understands the intricacies of US tax filings relating to investment vehicles, and have a burning desire to see it automated and simplified.  

Excited to work on wider team projects which are not directly tax-related (e.g. legal, financial) as well as interacting with clients on administering their investment structures.

• High attention to detail: written and quantitative. You must be confident navigating your way around complex tax structures and documentation in relation to this.
• Organized and calm under pressure, you are able to manage competing demands on your time, whilst persevering to solve ambiguous problems.
• Passionate and knowledgeable about venture capital: you intimately understand the pressures facing our clients and are ready to roll up your sleeves in a fast-paced environment
• You’re interested in working on projects in a fast-paced environment with a supportive team and as an individual
• You have experience leveraging technologies to automate processes and gain efficiencies
• You have strong critical thinking, problem solving, and decision making skills
• You take pride in your ability to communicate effectively and are able to multitask to meet multiple deadlines