Greenhouse ·
full-timeTreasury Associate
Carta · San Francisco, CA; New York, NY; Sandy, UT
Carta operates as a connected platform and AI‑native ecosystem for private capital, offering software, services and legal infrastructure that help founders manage equity, fund administrators run reporting and administration, and legal teams close transactions. The Treasury Associate internship sits within Carta’s Treasury team, which oversees the company’s banking activities and money‑movement processes. Day‑to‑day responsibilities include handling payment exceptions and resolving transaction failures, reviewing and approving high‑volume outgoing payment batches, managing disbursements and daily reconciliations for specialized bank accounts, administering fraud controls and compliance checks across banking portals, monitoring master banking data and credit limits, conducting monthly bank statement collection, archiving and fee audits, and assisting with liquidity transfers and system configurations for new markets or banking partners. The role requires close collaboration with Customer Support, Product, Engineering, Legal, Compliance and global banking partners to ensure secure, scalable payment flows. It suits candidates with a background in finance, accounting or treasury, strong Excel or Google Sheets skills, experience with data‑query tools such as Looker or Metabase, and a detail‑oriented, tech‑forward mindset.
Education
- Level: Bachelor's degree
Key Skills
Experience required
3-3 years experienceThe 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
Skills for this role
Required skills
Also mentioned in the listing
| Role | Treasury Associate |
|---|---|
| Company | Carta |
| Location | San Francisco, CA; New York, NY; Sandy, UT |
| Compensation | Not disclosed |
| Posted | 2026-09-23 |
| 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
0/4Treasury Associate at Carta: frequently asked questions
- Who can apply for the Treasury Associate role at Carta?
- The listing asks for Bachelor's degree; 3-3 years of experience.
- What skills does the Treasury Associate role require?
- The listing highlights AI, Reconciliation, Excel. Show each of these in a project or past role on your resume.
- 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 Treasury Associate position remote, hybrid or onsite?
- The listing gives San Francisco, CA; New York, NY; Sandy, UT 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 Treasury Associate 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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