--- title: 'Treasury Associate at Carta' canonical: 'https://feeny.ai/job/treasury-associate-carta-san-francisco-7m59ykarrjmr' type: 'job' last_seen: '2026-10-18' --- # Treasury Associate at Carta - **Company:** Carta - **Location:** San Francisco, CA / New York, NY / Sandy, UT - **Posted:** 2026-09-24 - **Last confirmed live:** 2026-10-18 - **Apply:** https://job-boards.greenhouse.io/carta/jobs/8004092003 ## Job description The Company You’ll Join Carta is the connected platform and AI-native ecosystem for private capital. Built to replace fragmented tools with a single system of record, Carta brings together the software, services, and legal infrastructure that founders use to manage equity, fund managers use to run administration and reporting, and legal teams use to close transactions. Trusted by 55,000 companies and 1.8M+ equity holders in 160+ countries, and 10,000 funds and SPVs representing $250B+ in assets under management, Carta is transforming how private capital operates. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work. For more information about our offices and culture, check out our [Carta careers page](https://carta.com/careers/). 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 Treasury Associate, you’ll work to: - Daily Payment Exceptions & Platform Operations: Support payment exceptions handling of transaction failures and provide timely support to cross-functional business and support teams to resolve payment and funding issues in real-time. - High-Volume Payment Approval & Specialized Disbursements: Oversee the review and approval of daily outgoing payment batches and manage the end-to-end disbursement and daily reconciliation processes for specialized corporate or transactional bank accounts. - Bank Portal Security & Compliance Controls: Mitigate platform and transaction risks by administering daily fraud controls and reviewing transaction exception items across primary banking portals, while coordinating timely responses to banking compliance and regulatory inquiries. - Daily Bank Data & Limit Monitoring: Maintain master banking data records and perform daily tracking and analysis of credit limits to support credit risk management and underwriting activities. - Monthly Banking Audits & Statement Administration: Own monthly bank statement collection, archiving, and transaction export processes across global corporate bank accounts, and conduct comprehensive monthly pricing audits and fee reviews to reconcile service charges and eliminate variances. - Liquidity Transfers & Platform Expansion: Assist in corporate cash and liquidity management by executing recurring intercompany transfer setups, responding to external bank authorization requests, and configuring system variables to support the onboarding of new geographical markets or banking partners. The Team You'll Work With You’ll join the Treasury team, which plays a vital role in managing overall banking related activities and supporting corporate and customer money movement across Carta. As a Treasury Associate, you will act as a key partner to our internal business units, helping monitor, review, and reconcile payment transactions that flow through our banking networks every day. In this role, you will collaborate cross-functionally with team members in Customer Support, Product, Engineering, Legal, Compliance, and our global banking partners. Your day-to-day focus will center on resolving payment exceptions, administering critical banking portal access, and partnering on continuous process improvements to ensure a seamless, secure, and highly scalable money movement experience for our clients. ## About You We are looking for a detail-oriented, tech-forward, and highly responsible professional who meets the following criteria: - Experienced in Banking & Treasury/Payment Operations: 3+ years of experience in a finance, accounting, or related role recommended, with 2+ years of dedicated experience specifically in Treasury operations, banking operations, or payment processing recommended. - Technical Skillset & AI-Forward Mindset: Advanced user of core spreadsheet applications (Excel/Google Sheets) with baseline proficiency in data querying utilities (such as Looker or Metabase), and a strong passion for utilizing modern AI tools (such as Claude or Gemini) to automate manual tasks and drive process efficiencies. - Expertise in Global Banking & Payment Systems: Proficient knowledge of banking services (ACH, wire, F/X transfers), reconciliations, payment rules, compliance and controls (such as NACHA guidelines, OFAC regulations, and bank portal administration). - Autonomy & Project Ownership: A largely independent operator who is highly productive under general guidelines, exercises sound judgment to resolve moderate-scope operational issues using established procedures, and takes full ownership of low-complexity ad-hoc projects. - Documentation & Detail Orientation: Rigorous attention to detail and an established record of executing tasks accurately and meeting tight deadlines, paired with a passion for creating and maintaining clear Standard Operating Procedures (SOPs), reconciliations, and process flow mappings to eliminate single-source-of-knowledge risks. - Cross-Functional Collaboration & Communication: A proactive collaborator who routinely partners within the treasury team and demonstrates emerging capabilities to work with Support, Product, Engineering, Legal, and Compliance, with the ability to clearly present analysis and communicate with business and technical stakeholders 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 range for this role is: $93,500 - $120,000  in New York and San Francisco $74,800 - $88,000  in Sandy, Utah 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](https://www.e-verify.gov/about-e-verify/what-is-e-verify) and Department of Justice websites for more details. - For information on our data privacy policies, see [Privacy](https://carta.com/privacy/), [CA Candidate Privacy](https://carta.com/privacy/candidate/), and [Brazil Transparency Report](https://carta.com/legal/br/brazil-pay-transparency/). - Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to security@carta.com. ## About Carta ## Company Overview - **One-liner**: Carta provides an intelligent platform that connects data, workflows, and people to power private capital operations, bringing together cutting-edge AI and expert human service. - **Entity Type**: Private (raised over $1.2B in total funding) - **Headquarters**: San Francisco, California, USA (333 Bush Street Suite 2300, San Francisco, CA 94104) - **Founded**: 2012 (as eShares, later renamed Carta) - **Founders**: Henry Ward and Manu Kumar ## Core Business - **Primary industry**: Private capital markets, equity management, fund administration, and valuation services. - **Target customers**: B2B – startups, private companies, venture capital firms, private equity funds, investors, and their stakeholders. - **Mission or purpose**: To make private markets as fast, automated, and connected as public markets, and to “create more owners” by expanding access to equity and ownership. ## Products & Services - **Carta Platform (Equity Management)**: SaaS for cap table management, equity issuance, employee stock plan administration, and stakeholder communication. - **Carta Fund Administration**: Back-office services for venture capital and private equity funds, including portfolio management, reporting, and compliance. - **Carta Valuations (409A)**: Subscription-based 409A valuation services for private companies. - **Carta Insights (via Tactyc acquisition)**: Strategic modeling, forecasting, and scenario planning tools for fund managers. - **Carta Liquidity (Secondary Market)**: Facilitation of secondary transactions for private company shares. - **Agentic Intelligence**: AI-powered monitoring, proactive orchestration, and process automation embedded across the platform. ## Market Standing - **Valuation/Market Cap**: Not publicly available (private company) - **Key Metric**: $500M annual recurring revenue (ARR) crossed in 2025 - **Notable Investors/Partners**: Not disclosed in provided sources (Carta has raised over $1.2B from prominent investors, including Andreessen Horowitz, Lightspeed, and others – not listed in sourced materials) - **Growth Signals**: - 1.7M+ equity holders on the platform - 50,000+ companies served in 160+ countries - 9,000+ funds and SPVs on the platform - $4.5T+ total equity value on the platform - 85% of US unicorns use Carta cap table - 1,900+ employees across 15 global locations - Recent acquisitions: Vauban, Capdesk (UK equity management), Tactyc (forecasting) - Partnerships: NYSE (preferred listing venue), Morgan Stanley at Work (public equity management) ## Competitive Advantages - **Network effects**: The largest concentration of private company cap tables, fund data, and liquidity events creates a powerful data moat. - **End-to-end platform**: Covers equity management, fund administration, valuations, and secondary trading – reducing the need for multiple vendors. - **Agentic AI**: Deep integration of AI into workflows, leveraging proprietary data for accuracy and compliance. - **Regulatory compliance**: Built-in audit trails, tax reporting, and adherence to financial regulations (e.g., ADGM regulation in UAE). - **Global scale**: Operations in 15 locations, serving clients in 160+ countries, with a strong foothold in both the US and Europe. ## Strategic Focus - **Agentic ERP for private capital**: Transforming the platform into a unified enterprise resource planning system for the private markets. - **Global expansion**: Continued growth in Europe (via Capdesk and Vauban) and the Middle East (Abu Dhabi office). - **AI and automation**: Embedding context-aware agentic intelligence to boost productivity and accuracy for all users. - **Partnerships and liquidity**: Deepening ties with investment banks (Morgan Stanley, NYSE) to create seamless paths from private to public markets. - **Product innovation**: Building connectivity between investment firms, companies, and investors to streamline fundraising, ownership, and exits. ## Why Work Here - **Culture**: Carta emphasizes ownership, transparency, and problem-solving. Operating principles include “We act as owners,” “We play in the open,” and “We solve problems.” The company fosters an inclusive, unconventional builder mindset. - **Work model**: Hybrid/remote-friendly – Cartans live and work across the world; offices in San Francisco, Abu Dhabi, and other locations. - **Perks & benefits**: - Mental health coverage (8 coaching + 8 therapy sessions per year) - Minimum Time Off (MTO) – at least 3 paid weeks off per year, with unlimited additional PTO/sick days - Fertility coverage and 100% paid parental leave (12 weeks bonding, up to 22 weeks for birthing parent) - 401k matching (50% up to $5,000/year) - Full book reimbursement (no yearly cap) - Carta Business School – intensive leadership development - Quarterly hackathons, weekly Show & Tell, and Friday all-hands Town Halls - Full access to Claude tool suite and company-wide AI training - **Engineering culture**: Emphasis on building the next generation of financial infrastructure, with high autonomy and a strong sense of mission. ## Sources 1. [carta.com](https://carta.com/) 2. [carta.com/careers](https://carta.com/careers/) 3. [carta.com/careers/life-at-carta](https://carta.com/careers/life-at-carta/) 4. [carta.com/uk/en/about](https://carta.com/uk/en/about/) 5. 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