Greenhouse ·
full-timeFund Controller - SBIC
Carta · Hamilton, NJ; Sandy, Utah; Seattle, Washington
Carta operates a platform designed to manage equity, fund administration, and reporting for private capital. As a Fund Controller specializing in Small Business Investment Companies (SBICs), you will oversee the financial accounting needs of private capital firms. Your daily responsibilities will involve managing capital calls and distributions, preparing quarterly and annual financial statements, and ensuring strict adherence to SBA regulatory compliance and reporting requirements. You will act as a primary point of contact for clients, managing relationships while coordinating with external auditors and tax providers. Beyond core accounting tasks, you will collaborate with product and engineering teams to refine software tools, utilizing real-time data to improve reporting accuracy. This role requires experience in interpreting Limited Partnership Agreements, performing waterfall calculations, and managing carried interest. It is well-suited for a detail-oriented accounting professional who is comfortable working in a fast-paced, technology-driven environment and is capable of mentoring junior team members while adapting to the integration of AI-assisted workflows in fund administration.
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 Team You’ll Work With The Fund Administration team at Carta is rapidly growing, and we have a proven product/market fit in the private equity space. Our three main pillars of competency in Fund Administration at Carta are technical excellence, client management and innovation. We put our customers first, are willing to learn and grow, are problem solvers, work with urgency, ensure data security is a priority, project management effectively, maintain a professional community and work as one team. Learn more about our team here - https://carta.com/blog/investor/exceptional-fund-services-meets-technology/ The Problems You’ll Solve Help provide leverage to our clients by understanding and prioritizing their needs while effectively scaling our CFO services. Some of the strategic support that we provide includes: Capital calls and distributions Audit/tax support Pre/post close services Quarterly and annual financials Limited Partner communications SBIC regulatory compliance and SBA reporting Bring transparency to founders, VCs, established General Partners and LPs and help our clients make more accurate decisions by helping them utilize our tools and resources such as: Real-time IRR Real-time portfolio data Provide additional data points (TVPI, RVPI) Improve our product and software through working with our product and engineering teams to continue to develop our Private Capital product suite Turn a service industry into a software business through consulting with clients and implementing our Fund Administration software Interact with clients on a daily basis and manage an effective client relationship Interact with external auditors and tax providers Adapt quickly as we integrate AI deeper into the fund administration lifecycle - directing and reviewing AI drafted capital calls, reconciliations and financial packages, and owning exception management Assist Directors to execute new and current processes within the team Ensure the accounting team is SOC compliant in all processes and procedures The Impact You’ll Have Our goal is to position Carta as the leading Fund Administration group. As a Fund Controller at Carta, you will be part of a highly dynamic team to support our goal and the future of the Fund Administration business. In this role, you will partner with top private capital firms including Small Business Investment Companies (SBICs) to streamline their financial accounting needs. You will have the opportunity to work cross-functionally with our product, engineering, go-to-market and operation teams, all while growing your foundational knowledge of accounting in an engaging, fast-paced environment. You will also help mentor our junior team members. About You You have experience maintaining, managing and nurturing multiple client relationships You have experience interpreting and understanding Limited Partnership Agreements You have experience with SBIC fund administration, including SBA compliance, regulatory reporting, and leverage / financing requirements You have experience reviewing financial statements and footnotes, ensuring consistency with appropriate reporting framework You have experience in understanding, interpreting and working on Waterfall calculations, management fees, and carried interest allocations You have strong critical thinking, problem solving, and decision making skills You have experience managing and monitoring the timely delivery of quality client deliverables You have experience leveraging technologies to automate processes and gain efficiencies You have experience providing training and guidance to new and existing team members 8+ years of experience in the Venture Capital or Private Equity Fund Administration with at least two years of SBIC experience CPA or CMA preferred 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 (salary + commission if applicable) range for this role is: $146,158 - $171,950 in Seattle, Washington $130,773 - $153,850 in Hamilton, New Jersey *Annualized salary based on estimated 40 hour hours per week before overtime Final offers may vary from the amount listed based on geography, can
| Role | Fund Controller - SBIC |
|---|---|
| Company | Carta |
| Location | Hamilton, NJ; Sandy, Utah; Seattle, Washington |
| Type | full-time |
| Compensation | Not disclosed |
| Posted | 2026-10-21 |
| Deadline | Rolling |
Typical process for this type of role
A general guide — the exact steps for this specific listing may vary; check the original posting for details.
- 1ApplicationSubmit your resume through the apply link.
- 2ScreeningRecruiter reviews your background against the role.
- 3AssessmentA technical test, assignment, or coding round, depending on the role.
- 4Interview(s)One or more rounds with the hiring team.
- 5OfferOffer letter with compensation and start date.
Before you apply
0/4Fund Controller - SBIC at Carta: frequently asked questions
- What is the salary for this role?
- Carta has not stated compensation in the listing. Check the original posting or ask during the application process.
- Is the Fund Controller - SBIC position remote, hybrid or onsite?
- The listing gives Hamilton, NJ; Sandy, Utah; Seattle, Washington as the location and does not state a work mode.
- What is the application deadline?
- Carta has not listed a fixed deadline, so apply early in case the opening is filled.
- How do I apply for the Fund Controller - SBIC role?
- Use the Apply button on this page. It opens the original listing on job-boards.greenhouse.io, where you submit your application with the company.
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