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Strategic Finance Senior Manager (Corporate)
Strategic Finance Senior Manager (Corporate)Carta • San Francisco, California, USA
Strategic Finance Senior Manager (Corporate)

Strategic Finance Senior Manager (Corporate)

Carta • San Francisco, California, USA
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The Company Youll 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 65000 companies in 160 countries Cartas platform of software and services lays the groundwork so you can build invest and scale with confidence.

Cartas Fund Administration platform supports 9000 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 dont work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Cartas software for the Office of the Fund CFO does just that - its 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 Youll 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 Strategic Finance Senior Manager (Corporate) youll work to :

  • Shape Cartas 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 investmentsturning analysis into actionable recommendations that balance growth and efficiency
  • Apply benchmarking and scenario analysis to evaluate Cartas 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 Cartas 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 Youll Work With

Youll be joining our Strategic Finance team supporting Cartas 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. Youll generate insights into Cartas 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 youll bring clarity and storytelling to complex financial topicshelping 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
  • Bachelors 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 (TueThu 3 days / week)
  • At Carta youre not just an employee. Youre a builder who is creating infrastructure that accelerates innovation and empowers more ownership. Cartans are helpful relentless unconventional and kind; representing Cartas 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

    Cartas 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 :

    $179000 - $224000 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 @ or @ domain. Report any contact from unapproved domains to
  • Required Experience :

    Senior Manager

    Key Skills

    Accounting Software,Time Management,Accounts Administration,Accounts Receivable,Accounts Reconciliation,Administrative Skill,Leadership skills,Accounting & Finance,Accounts Management,Communication,Analysis Skills,Relationship Management,Team Player Spirit,Budgeting Skills,Accounts Payable

    Employment Type : Full Time

    Experience : years

    Vacancy : 1

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