Carta files (and other equity software program files) Onboarding records for new clients, including organizing, reviewing... tables, stock ledgers, and proficiency in equity management platforms such as Carta, Shareworks, and Diligent Providing...
with equity management platforms (e.g., Carta, Shareworks) and disclosure management tools Familiarity with Workiva Estimated...
and equity compensation through Carta, Pulley, AngelList, ShareWorks. Assist in drafting and filing corporate documents... stock option grants, restricted stock grants, and warrants, both in Carta and externally. Coordinate with third parties...
plus working in regional or national audit firm;exposure to SaaS/Software companies is a plus. Familiarity with Carta...
What We Offer Market competitive pay leveraging Carta data Employee recognition through Bonusly (birthdays, anniversaries, achievements...
competitive pay leveraging Carta data Employee recognition through Bonusly (birthdays, anniversaries, achievements, etc.) 401...
, and data room setup (including Carta) Keep deals moving by managing calendars, deadlines, and transaction workflows Draft...
administration platforms like Carta, Shareworks, Fidelity, and more) Build and improve workflows around key equity events (e.g...
at scale. You have experience with the fintech tech stack, ideally including NetSuite, FloQast, Carta, and modern BI tools...
in HR systems such as Paylocity, Charthop, Lattice, Carta, or Radford Comfortable and enthusiastic about working...