Carta Verified

Fintech, SaaS, Equity Management

Treasury Associate

San Francisco, CAOnsiteFull Time$93,500–$110,000 /yrPosted 1 month agoVisa sponsorship available

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Required skills

payment exceptions
payment approval
disbursement
reconciliation
fraud controls
credit limits
bank statement collection
pricing audits
fee reviews
intercompany transfers

Nice to have

Looker
Metabase
Claude
Gemini
AI tools

Role summary

Carta is seeking a Treasury Associate to manage daily payment operations, including exception handling, high-volume payment approval, and specialized disbursements. This role involves administering bank portal security, compliance controls, and monitoring credit limits. Responsibilities include monthly banking audits, statement administration, and assisting with cash and liquidity management. The ideal candidate has 2+ years of experience in Treasury, banking, or payment operations, proficiency in Excel/Google Sheets, and familiarity with data querying tools and AI for process automation. Expertise in global banking systems (ACH, wire, F/X), reconciliations, and compliance (NACHA, OFAC) is required. The role demands autonomy, strong documentation skills, and cross-functional collaboration.

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.

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 - $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:

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 and Department of Justice websites for more details.

For information on our data privacy policies, see Privacy, CA Candidate Privacy, and Brazil Transparency Report.

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.

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