Senior Implementations Accountant II

The Senior Implementations Accountant II at Carta is a pivotal role within the Fund Administration team, focusing on onboarding new private equity fund clients. This position involves advising clients on accounting best practices, managing implementation projects, and converting historical data into accurate financial statements. The role also contributes to product development and AI-driven process improvements.

Key responsibilities include coordinating onboarding activities, collecting and transforming clients' historical data, advising on accounting best practices, demonstrating Carta's software, managing implementation projects, collaborating with Product and Engineering teams, and supporting the development of AI tools to enhance onboarding efficiency.

Candidates should possess a Bachelor's degree in Accounting, Finance, or a related field, with over four years of experience in fund administration, particularly in Private Equity. Strong critical thinking, problem-solving, and communication skills are essential, along with an interest in project management, client service, AI, and emerging technologies.

While specific compensation details are not provided, Carta offers a comprehensive benefits package, including health insurance, retirement plans, and professional development opportunities.

Carta fosters a collaborative and innovative culture, emphasizing customer-centricity, continuous learning, and problem-solving. Employees are encouraged to challenge the status quo and work towards creating more owners in the private markets.