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Handle daily payment exceptions, approve high‑volume payment batches, manage bank portal access and fraud controls, maintain banking data, perform monthly audit and statement processes, and support liquidity transfers.
3+ years in finance or accounting with at least 2 years in treasury or payment operations, strong Excel/Sheets skills, familiarity with banking services (ACH, wire, FX) and compliance rules, and comfort using data query tools and AI automation.
Ensures secure, accurate movement of money across Carta’s platform, reduces risk and fees, and enables the company to scale its equity‑ownership services globally.
Detail‑oriented, self‑directed professionals who thrive on cross‑functional collaboration, enjoy building SOPs and automating processes, and can balance tight deadlines with rigorous accuracy.
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.
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:
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.
We are looking for a detail-oriented, tech-forward, and highly responsible professional who meets the following criteria:
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.
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 - $110,000 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:
