Head of Strategic Finance

San Francisco, CA
Finance – Strategic Finance
Carta is hiring a Head of Strategic Finance to lead the Strategic Finance team.

This is a key role on the Finance team, requiring a high level of responsibility, supporting key strategic initiatives, generating key insights into business performance and providing Carta’s leadership team with effective decision-making support. In this role, you’ll be part of a highly dynamic team supporting the growth of Carta and the creation of the future of private capital markets.


    • Provide broad financial support to operational leaders, including preparation of financial plans, internal management reporting, dashboards and ad-hoc queries
    • Work closely with business leaders to report, manage and control operating results, identifying areas of both growth potential, and cost efficiency
    • Lead annual planning process and develop long-range strategic and financial plans
    • Assist with accounting close process and other ad-hoc Finance projects
    • Lead implementation of corporate performance management /BI system and management of associated reporting and processes
    • Support key strategic initiatives (e.g. M&A) as necessary
    • Partner with cross functional teams across Carta and develop strong collaborative relationship with key stakeholders across the company


    • BA/BS in Finance or other relevant degrees
    • 8+ years of FP&A or strategic finance experience
    • 2+ years of experience in investment banking, management consulting, or VC/PE
    • Expert-level analytical and financial modeling skills
    • Strong verbal and written communication skills
    • A proven ability to be a self-starter capable of driving business results without significant supervision and prioritize across multiple projects / deadlines
    • Ability to deal effectively with ambiguity and thrive in an unstructured, fast-moving environment
    • Strong attention to detail
    • Ability to influence decisions through the use of analytics


    • Start-up experience (preferably Technology and/or FinTech)
    • Understanding of B2B SaaS business model
    • Familiarity with Looker and/or SQL
    • Understanding of private company capitalization
Carta is creating the ownership network that maps the world's assets. Check out who we are and how we work here.

At Carta we want to create an environment for Carta's owners - you - to do your best work, by offering competitive benefits and perks:

We are committed to WELLNESS:
- Health, dental, vision, and life insurance
- Competitive PTO and unlimited sick time

We are committed to INVESTING IN YOUR FUTURE:
- 401k matching program

- Commuter benefits
- Catered lunch and unlimited snacks
- Cell phone stipend

We are committed to LIFELONG LEARNING:
- Unlimited reimbursement for work related books
- Fast paced work environment geared towards professional growth