Product Manager, Financial Reporting

The Team You’ll Work With

As a Product Manager in the Equity Platform group, you’ll be part of the team building the foundation for how Carta’s customers issue equity and subsequently transact and report against their equity data. An equity transaction is a broad term that could include something as simple as running an equity report but could also include more complex transactions like modifying securities, selling stock, or raising a round of funding.

The Problems You’ll Solve

• Write, review and provide constructive feedback on product requirements documents (PRDs), product specifications, and technical design documents
• Track feature requests and requirements from customers, both directly and via internal partners (CS, Delivery), and analyze and present the data to Senior Product Manager to guide the product development roadmap
• Cooperate with developers, product managers and business experts to identify and write system requirements
• Attend development meetings such as daily stand up, bug triage, and sprint planning
• Complete necessary testing of work completed in the current sprint in a timely manner to ensure continuous development progress
• Conduct post-release testing
• Work with engineering team to develop solutions to problems by providing expert business perspective on bugs/issues found during testing or in production
• Perform thorough regression testing when bugs are resolved or any changes are introduced to the system
• Documenting jira tickets from product specifications written

The Impact You’ll Have

Financial Reporting is one of the “stickiest” of the Carta products. Through becoming an expert on this product, you will help Carta retain clients while also enhancing the value clients get from our products. You will leverage your industry knowledge, professional experiences, as well as client feedback to improve the quality and impact of the financial reporting software.

• Increase trust and confidence in the financial reporting product through reduced bugs/ issues and impactful improvements to the functionality

About You

• Relevant Equity Admin and ASC 718 Experience: This role requires expert-level understanding of accounting, equity, and financial reporting principles and guidelines. This role would best suit someone with hands-on ASC 718 experience, specifically as an auditor or preparer of stock-based compensation reporting. 
• Fast Learner: Financial reporting is a topic that is constantly changing and very detail oriented. A successful candidate can absorb new information quickly and integrate that information into our product.
• Technically Proficient: Daily use of Excel to work with very large and complex data sets and calculations is expected.
• Helpful: The first and foremost duty is to be helpful to other members of the Financial Reporting R&D team by providing meaningful support and information resulting in better outcomes.
• Detail Oriented: This position requires the ability to understand complex problems and find detailed answers within complex accounting guidance. Strong organizational skills along with excellent written and verbal communication skills are essential!
• Empathetic: Empathetically understand problem statements from customers and internal partners and use the understanding you have gained to develop meaningful product updates that directly address problems. 
• Analytical: Must be able to understand complex calculations, trace problems to root causes, and explain the analysis/calculations performed in a simple yet descriptive manner.
• Adaptive: Change to software, structure, policy, and processes are expected. Adoption and acceptance of new methods with a positive attitude is necessary. 
• Creative: When faced with problems, find creative solutions that leverage existing Carta tools as well as your own unconventional and unique ideas. The ability to create many unique theoretical edge-case testing scenarios will require creativity.
• Ethical: Weigh both sides of each issue, consult with trusted advisors, and strive to do the right thing in all scenarios.