Elevate your finance career with Carta as a Finance and Equity Analyst in Toronto. Drive innovation by utilizing AI tools and enhance financial workflows for clients and funds.
Join Carta's auditable reporting services team to build expertise in private capital operations. This role demands proficiency in financial statements, AI tools, and automation processes that streamline multi-faceted workflows. You will tackle real-world financial challenges while working on diverse projects such as 409A valuations and portfolio data collection.
Key Responsibilities:
• Utilize AI tools and scripting for financial processes
• Support client deliverables and 409A valuations
• Identify workflow inefficiencies and optimize processes




• Collaborate with engineering for product feedback and insights
• Develop expertise in private markets and Carta's ERP vision
Requirements:
• Bachelor’s degree in Accounting, Finance, or related fields
• Robust interest in AI and automation tools
• Ability to manage multiple projects concurrently
• Excellent written and verbal communication skills
• Competitive mindset and desire for excellence
Drive impactful finance and equity analysis while shaping the future at Carta.
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📌 Finance and Equity Analyst at Carta (Toronto)
🏢 Socket.dev
📍 Toronto