Financial Reporting Lead, Carta
2-5 days a week in office
Software and services platform providing infrastructure for innovators
Job no longer available
Software and services platform providing infrastructure for innovators
1001+ employees
Job no longer available
2-5 days a week in office
1001+ employees
Company mission
To create more owners across the world and revolutionize how capital markets operate. Carta believes that by providing the infrastructure that fuels innovation, it lowers the barriers to entry and moves the world forward into an era of ownership.
Role
Who you are
- Bachelor’s Degree in Finance, Accounting, or related field
- ACA/ACCA/CIMA preferred or equivalent qualified, with 2+ years PQE (UK focused)
- Bonus points for: CPA/CEP/AECA or equivalent (US focused)
- 5+ years of relevant experience recommended in preparing and analyzing financial statements under IFRS, GAAP, or other relevant accounting standards
- Bonus points for: Customer-facing delivery experience, experience in different industries, experience with multinational companies, experience of IFRS 2 within, or as an auditor of, late stage private technology companies would be beneficial, familiarity with working in a product organization is a plus
- Deep understanding of both IFRS2 and UK GAAP. Well-versed in the differences between the two sets of standards and know when to apply each based on the company's reporting requirements
- Excel Proficient - Daily use of Excel to work with very large and complex data sets and calculations is expected. A strong candidate will have the ability to create completely custom reports including but not limited to Share-Based Payments. Experience reading, comprehending, and applying technical accounting guidance to real-world circumstances is essential
- Analytical and detail oriented - Strong candidates will be able to interpret and troubleshoot complex financial and equity data and processes
- Communication & collaboration - Essential for working with customers, partners and cross-functionally with Product/Delivery
- Continuous learning- Commitment to ongoing learning and staying updated with the latest changes in accounting standards
What the job involves
- As Financial Reporting Lead, you will work within the Capdesk Valuations team alongside our valuation experts, reporting to the Director of Delivery, and your top objectives will be:
- Act as our in-house expert on IFRS and share-based payments, answering complex and unique questions and providing clear guidance to Carta staff and customers
- Be a point of reference for Product, Support and CS in answering financial reporting related questions from customers
- Work with our Product and Engineering teams to help shape the product roadmap for building out our financial reporting product capabilities
- Work with our Delivery team to help shape the CX and service roadmap for building out our financial reporting service capabilities
- Work with our Valuations team to ensure coherence and synergy in the evolution of our financial reporting and Valuations product and services
- Join customer calls alongside Sales and Customer Success to help win new business or upsell by promoting our existing and emerging financial reporting products and services
- Help making financial reporting work for every company’s unique situation, customize reports and settings to comply with the needs of our clients and applicable accounting standards, deliver financial reports and expert financial reporting advice directly to customers and as necessary, partner with their auditors
- Gather insights from market, customers, auditors and feedback continuously to our financial reporting strategy
- Create content to establish Capdesk financial reporting as a trusted, reliable, and auditable source within the industry
- Be a trusted partner to senior management on the ongoing development of the financial reporting business track and ultimately, own its success
Salary benchmarks
Our take
Carta offers an all-in-one equity management platform for startups. This California-based fin-tech makes managing equity within startups simple. As many startups are initially held by private individuals, it can be difficult for shareholders to allocate or offload shares transparently. Carta is a transfer agent for private companies that enables seed-stage to pre-IPO companies to manage equity electronically with the participation of their shareholders, employees, auditors, and legal counsel. It digitizes paper stock certificates along with stock options, warrants, and derivatives to create a real-time image of who owns what at a startup.
The firm has a host of high-profile backers and investors, including Goldman Sachs, Draper VC, and k9 Ventures, one of the original investors in ridesharing app Lyft. In early 2021 Carta announced a new service, CartaX. A trading platform and funding avenue with regulatory and compliance procedures built-in.
Carta's goal is to create the first 'private stock market for companies.' Other players have recently been making waves, most notably Caplight and Forge, both of which offer shares in private and pre-IPO companies. Now well established as the destination for startups, Carta is on track to maintain a controlling position in this previously untapped industry.
Steph
Company Specialist at Welcome to the Jungle
Insights
-4% employee growth in 12 months
Company
Funding (last 2 of 8 rounds)
Aug 2021
$500m
SERIES G
May 2020
$180m
SERIES F
Total funding: $1.1bn
Company benefits
- Book reimbursement
- Carta Business School
- Fertility coverage and parental leave
- Liquidity events
- Mental health coverage
- 401K matching
Company HQ
Union Square, San Francisco, CA
Leadership
Henry Ward
(CEO)Background in finance and technology, they were the Founder and CEO of Secondsight, a portfolio optimization platform for retail investors before founding Carta.
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