ApplySarthiFinance and Equity Analyst - Rotational Program
Carta
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This role on the market
48 open rotational roles across 21 companies are on ApplySarthi right now, most of them in Pune (4).
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What rotational roles keep asking for: Excel (38%), Accounting (35%), SQL (33%), Supply chain (31%), Machine learning (17%), Python (17%), Product management (15%), Account management (12%) — counted across their open postings here.
Accounting jobs · ERP jobs · Excel jobs · Financial modelling jobs
Carta has 84 open roles listed here.
- Senior Paralegal, Contracts
- Procurement Operations Specialist
- Senior Contract Solutions Lawyer, APAC
- Fund Compliance Officer & Responsable du Contrôle
- Customer Success Manager
Counted across 14 company job boards, updated as roles open and close.
Preparing for this interview
Interviews for rotational roles keep coming back to Excel, Accounting, SQL, Supply chain. Practise those questions before you sit with Carta.
Questions you are likely to be asked
- Why do you want to join Carta?
- What is your experience with Accounting? Tell me one thing you learned the hard way.
- Explain a join or a window function you have used, and why you needed it.
- How would you explain a surprising number to a manager who does not believe it?
- Tell me about an analysis that changed a decision. What did you find?
Prep Sarthi gives you a free mock interview: an AI interviewer asks you questions like these out loud, from your own CV and this job, and shows your score and your weakest answer.
Practise the Finance and Equity Analyst - Rotational Program at Carta interview free →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
As an Equity & Finance Analyst in our rotational ("RAMP") 12 month program, you'll work to:
- Use AI tools, scripting, and CLI-based workflows to complete tasks and automate real financial processes
- Support customers through both deliverable and client-facing work on 409A valuations, tax reporting, fund implementations, and portfolio data collection
- Identify inefficiencies in workflows and turn them into repeatable, scalable systems
- Provide feedback to engineering and product through testing, bug reporting, and process insights
- Become an expert in private markets, AI tools, and Carta's ERP vision
The Team You'll Work With
You'll be joining our auditable reporting services team, which supports multiple products and services including 409A Valuations, Qualified Small Business Stock (QSBS) Attestations, Fund Tax, Venture Capital & Private Equity Implementations, VC Financial Reporting, Portfolio Data Collection, and Capital Call Lines of Credit. This 12-month program rotates you across these teams to build deep expertise in private capital operations while developing systems thinking and automation skills that directly improve how our customers manage complex financial workflows.
About You
- Bachelor's degree in Accounting, Finance, Economics, Mathematics, or related fields (or equivalent experience)
- Strong interest in AI and automation—you understand these as tools to augment thinking, not replace it
- Bias for action—you take ownership and don't wait for perfect instructions
- Knowledge of financial statements and common financial concepts
- Experience managing multiple projects simultaneously and adapting to shifting priorities
- Excellent verbal and written communication skills with diplomacy and poise under pressure
- Curious, competitive mindset—you want to be excellent, not just get a job
Nice to have:
- Exposure to financial concepts through coursework, internships, or personal interest
- Experience with Python, scripting, or basic technical tooling
- Familiarity with financial modeling in Excel
- Experience using AI tools (Claude, Gemini, etc.) thoughtfully in your work
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 expected cash compensation (salary + commission if applicable) range for this role is:
- $68,170 - $80,200 CAD in Toronto, Ontario, Canada
Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.
*Upcoming Start Date: November 16, 2026*
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.
Match this job to your CV
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Listed on greenhouse · posted 2026-07-16. ApplySarthi collects openings and links to application pages; the role is advertised by Carta, not by us.