Carta - Valuations Associate
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Requirements
• Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative field. • Experience in business valuation, corporate finance, accounting, or a related role. • Exceptional analytical skills with proficiency in financial modeling using Microsoft Excel or Google Sheets. • Excellent written and verbal communication skills, with the ability to articulate complex valuation concepts clearly to non-experts and auditors. • A keen eye for detail and a commitment to producing high-quality, audit-defensible work. • Comfortable learning quickly and taking on new challenges • Exhibit diplomacy, tact, and poise under pressure when working through customer issues as well as a strong sense of curiosity to solve problems • Progress toward a relevant professional certification (e.g., CFA, ASA, CPA/ACCA). • Experience with European valuation regulations, specifically 409A, EMI, and CSOP. • Familiarity with the startup and venture capital ecosystem. • Understanding of valuation methodologies (e.g., DCF, comparable company analysis, transaction multiples).
Responsibilities
• Valuation Preparation: Preparing financial models and valuation reports for private companies, primarily focused on 409A, EMI, and CSOP valuations. • Due Diligence: Conducting research and analysis on company financials, industry trends, and market comparables to support valuation conclusions. • Audit Support: Collaborating with client auditors by providing clear, detailed, and persuasive responses to all valuation-related inquiries. • Client Communication: Working closely with the Corporations Team and clients to ensure all necessary documentation and information are received in a timely manner. • Process Improvement: Identifying and implementing enhancements to valuation methodologies and reporting processes to increase efficiency and accuracy. • Technical Expertise: Sharing your deep understanding of Valuations with our Product Team to introduce product improvements; • Resolve customer inquiries in a timely and professional manner; • Maintain an in-depth understanding of Carta’s software platform and products;
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