Corporate Finance Senior Manager

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 Corporate Finance Senior Manager, you’ll work to:

• Shape Carta’s 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 investments—turning analysis into actionable recommendations that balance growth and efficiency
• Apply benchmarking and scenario analysis to evaluate Carta’s 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 Carta’s 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 You’ll Work With

You’ll be joining our Strategic Finance team supporting Carta’s 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. You’ll generate insights into Carta’s 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, you’ll bring clarity and storytelling to complex financial topics—helping 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
• Bachelor’s 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 (Tue–Thu, 3 days/week)

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

 $179,000 - $224,000  in San Francisco 

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