Treasury Associate

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About the role

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.

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