The Finance & Accounting Analyst Role\n\nThis role is a critical asset to our Finance team, tasked with operationalizing and executing our thoughtful financial strategy. We are searching for a self-starter and detail-oriented leader to support robust and accurate processes for our core finance activities. You will manage AP/AR, expenses, financial reporting, and tax preparation, among other key reporting tasks that drive accountability across teams.\n\nYou will also lead and ensure adherence to the organization-wide financial budget, tracking spending, reporting, and managing our team’s spending policies on a monthly basis. In this role, you will operate in an autonomous yet cross-functional environment, leveraging your sharp analytical mindset and tenacious problem-solving abilities. The ideal candidate is adept at navigating ambiguity, asking the right questions, interpreting data, and delivering accurate financial predictions.\nWhat You Will Do\n\n\n* Maintain and improve all accounting and financial processes that support the Company’s overall business objectives.\n\n* Reliably manage our accounts payable and accounts receivable while also supporting other accounting tasks\n\n* Drive monthly reporting efforts, like investor quarterly reports or financial budget forecasts, to build storylines and custom analyses that support our critical engagements.\n\n* Identify opportunities to leverage technology to enhance the efficiency and accuracy of the Company’s financial processes.\n\n* Provide strong accounting, finance, and business analytical skills to independently drive financial and operational excellence\n\n* Build trusted relationships with department heads, customers, vendors, etc. with a service-oriented mindset.\n\n\n\nAbout You\n\n\n* Bachelor’s degree in finance, accounting, economics, or similar fields\n\n* 3-6 years of experience in finance / accounting, with a focus on financial operations\n\n* Exemplary history of financial project management and strong data visualization skills\n\n* You have a passion for developing strong financial workflows and policies\n\n* You genuinely enjoy dissecting problems and diligently searching for errors with a fine-tooth comb\n\n* You have an appetite for automation and create a smoother, error-free workflow to optimize the financial engine\n\n* Experience working in early-stage startups is a plus\n\n* Located in the United States; preferably in San Francisco Bay Area\n\n\n\n\n \n\nSalary Range: $86,000 - $125,000 Annually + Benefits + Equity (if applicable) + Bonus (if applicable)\n\nActual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, certifications or licenses, and specific work location. Information on the benefits offered is here. \n\n#Salary and compensation\n No salary data published by company so we estimated salary based on similar jobs related to Finance and Non Tech jobs that are similar:\n\n $55,000 — $82,500/year\n
\n\n#Benefits\n 💰 401(k)\n\n🌎 Distributed team\n\n⏰ Async\n\n🤓 Vision insurance\n\n🦷 Dental insurance\n\n🚑 Medical insurance\n\n🏖 Unlimited vacation\n\n🏖 Paid time off\n\n📆 4 day workweek\n\n💰 401k matching\n\n🏔 Company retreats\n\n🏬 Coworking budget\n\n📚 Learning budget\n\n💪 Free gym membership\n\n🧘 Mental wellness budget\n\n🖥 Home office budget\n\n🥧 Pay in crypto\n\n🥸 Pseudonymous\n\n💰 Profit sharing\n\n💰 Equity compensation\n\n⬜️ No whiteboard interview\n\n👀 No monitoring system\n\n🚫 No politics at work\n\n🎅 We hire old (and young)\n\n

The Problems You’ll Solve\n\nAt 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 Sr. Analyst, Sales Compensation Strategy & Planning, you’ll work to: \n\n\n* Effectively manage and administer compensation plans through the compensation management tool, ensuring seamless alignment with business goals, targets, and policy guidelines. \n\n* Maintain accurate records of all compensation-related information. \n\n* Conduct cost and forecast modeling to support proposed compensation design scenarios.\n\n* Collaborate with and present to leadership during the quarterly sales compensation design process. \n\n* Formulate impactful sales compensation plans incorporating industry best practices to motivate global sales representatives. \n\n* Take a proactive approach in planning and executing end-to-end communication for compensation ad-hoc requests from the business.\n\n* Serve as the main point of contact and address questions from sales employees and management regarding their compensation plans. \n\n* Clearly communicate requirements to the implementation lead for sales compensation plans, ensuring that designs and calculations meet specifications.\n\n* Provide sales management with comprehensive training and enablement materials to enhance their understanding and motivation regarding sales compensation plans.\n\n* Collaborate with the Compensation Manager on the monthly compensation close process to ensure timely and accurate payout processing & performance reporting.\n\n* Partner with cross-functional teams in HR, Finance, Legal, and Sales leadership to build and scale compensation-related processes and policies, leading and driving projects when necessary. \n\n* Proactively identify opportunities for process optimization and lead efforts to improve the overall sales compensation foundation.\n\n\n\nThe Team You’ll Work With\n\nJoining our Strategic Finance Team, you will step into a pivotal role within Sales Compensation function. Collaborating closely with our CRO, Sales Leadership, Finance, HR, Total Comp, and Legal, you will be instrumental in defining, building, and scaling a world-class sales compensation strategy and operational foundation. \n\nThe Sales Incentive Compensation Team collaborates with Finance leaders to steer Carta’s revenue strategy and execute it with excellence. Tasked with driving revenue and business objectives, the team takes ownership of the end-to-end Sales Incentive Compensation strategy and execution, along with the reporting and operational foundation, enabling Carta's continuous scaling and growth.\nAbout You\n\nAs the hire for Sales Compensation team  in a growing business, the ideal candidate embodies natural qualities coupled with experience in sales compensation. A passion for constructing scalable processes and adapting swiftly in ambiguous situations is paramount. This individual excels in the delicate balance between strategic planning and hands-on execution, demonstrating comfort in diving into the details.\n\n\n* 3+ years of sales compensation experience, showcasing a progression in responsibility, complexity, and scale of work.\n\n* Proven ability to handle the nuance and intricacies of an end-to-end  commissions close, including managing accounting and payroll deadlines & receivables.  \n\n* Profound knowledge of sales incentive compensation concepts, sales data tracking processes, and methodologies.\n\n* Exceptional communication skills, both verbal and written, with the ability to convey information effectively to executives and cross-functional teams at the appropriate cadence.\n\n* Proficiency in manipulating large data sets and conducting scenario analyses/modeling, with a meticulous focus on accuracy.\n\n* A strategic and structured thinker with strong analytical skills and business acumen. Ability to frame business questions with data, translate business needs into strategies, and execute tactics and process improvements.\n\n* Advanced skills in SFDC, Gsuite, Excel. Familiarity with CaptivateIQ, Looker, and other BI tools is a plus.\n\n\n\n\nAt Carta, you’re not just an employee. You’re a builder who is creating  infrastructure that accelerates innovation and empowers more ownership. Cartans are helpful, relentless, unconventional and kind; representing Carta’s Identity Traits. They work collaboratively and cross functionally  to challenge the status quo; working towards a common goal of creating more owners in the private markets. \nSalary\n\n\n* \n\nCarta’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:  $125,800-$148,000 in San Francisco and New York.\n\nFinal offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.\n\n\n\n\n\n  \n\n#Salary and compensation\n No salary data published by company so we estimated salary based on similar jobs related to Design, Accounting, Finance and Sales jobs that are similar:\n\n $70,000 — $130,000/year\n
\n\n#Benefits\n 💰 401(k)\n\n🌎 Distributed team\n\n⏰ Async\n\n🤓 Vision insurance\n\n🦷 Dental insurance\n\n🚑 Medical insurance\n\n🏖 Unlimited vacation\n\n🏖 Paid time off\n\n📆 4 day workweek\n\n💰 401k matching\n\n🏔 Company retreats\n\n🏬 Coworking budget\n\n📚 Learning budget\n\n💪 Free gym membership\n\n🧘 Mental wellness budget\n\n🖥 Home office budget\n\n🥧 Pay in crypto\n\n🥸 Pseudonymous\n\n💰 Profit sharing\n\n💰 Equity compensation\n\n⬜️ No whiteboard interview\n\n👀 No monitoring system\n\n🚫 No politics at work\n\n🎅 We hire old (and young)\n\n
\n\n#Location\nSan Francisco, California, United States

\nAbout Coalfire\n\n\nCoalfire is on a mission to make the world a safer place by solving our clients’ hardest cybersecurity challenges. We work at the cutting edge of technology to advise, assess, automate, and ultimately help companies navigate the ever-changing cybersecurity landscape. We are headquartered in Denver, Colorado with offices across the U.S. and U.K., and we support clients around the world.\n\n\nBut that’s not who we are – that’s just what we do. We are thought leaders, consultants, and cybersecurity experts, but above all else, we are a team of passionate problem-solvers who are hungry to learn, grow, and make a difference.\n\n\nAnd we’re growing fast.\n\n\nWe’re looking for a Senior Payroll Analyst to support our Finance team.\n\n\nThis is a hybrid remote and in-office position located in the River North area of Chicago, IL.\n\n\nPosition Summary\n\n\nCoalfire is looking for a Senior Payroll Analyst to join our Finance team in Chicago. In this role, the Senior Payroll Analyst will act as primary lead for the Director of Payroll and is responsible for the oversight and administration of the day-to-day payroll operations for our domestic biweekly and semi-monthly payroll and assists in the preparation of our monthly UK payroll (processed via third party vendor). You will act as a liaison with our domestic service providers (Workday and ADP SmartCompliance) for tax filings and invoice reconciliation in addition to assisting with internal employee inquires and internal department requests. The Senior Payroll Analyst role requires analytical thinking, troubleshooting skills, and provides recommendations for process improvement and efficiency. This role will report to the Director of Payroll.\n\n\n\nWhat You'll Do\n* Ensure the accuracy, timeliness and compliant completion of biweekly, semi-monthly and monthly payroll for 1,000 employees in the US and UK \n* Reconcile all tax and wage amounts for multiple legal entities per payroll, monthly, quarterly and annually between Workday payroll system and ADP SmartCompliance tax and filing system\n* Stay abreast of payroll-related legislative and regulatory changes to ensure compliance with federal, state and local laws as related to payroll, payroll tax and benefits \n* Coordinates with the Human Resource Department to ensure the integrity of the payroll data including but not limited to new hires, terminations, promotions, bonuses and commissions\n* Process per payroll 401k, HSA and FSA benefit contributions across vendor platforms timely and accurately \n* Process post payroll journal entries in coordination with Accounting team timely and accurately\n* Assists with annual audits as necessary; including but not limited to 401k, Workers Compensation and various payroll audits\n* Work in conjunction with internal departments to assist with ad-hoc reporting needs and various payroll activities to maintain compliance and accuracy\n* Provides excellent customer service to employees and partners internally and externally \n* Troubleshoots tax notices received in conjunction with third-party vendor and assists with timely resolution\n* Maintains tax jurisdiction setup including registration of new accounts, managing annual SUI rate updates and agency login credentials\n* Identifies and analyzes opportunities for process improvement in conjunction with Director of Payroll and internal partners with key objectives to simply, standardize and increase effectiveness and efficiency\n* Contributes to the creation and development of standard operating procedures and process documentation\n* Assists with various accounting and corporate tax activities as needed\n\n\n\nWhat You'll Bring\n* 3+ years of professional experience in U.S. payroll with exposure to multiple states and local jurisdictions\n* Prior experience as a Payroll Analyst or similar role \n* Ability to collaborate and communicate with outside agencies and various levels of the organization\n* Knowledge of Federal and State wage, hour and tax laws across multi-state payroll\n* Intermediate knowledge of Windows, Word, PowerPoint, and Outlook\n* Advanced skill level with Excel\n* Strong analytical skills and ability to work with large amounts of data from multiple systems using pivot tables and vlookups etc.\n* Self-started and ability to work independently, efficiently and to prioritize multiple deadlines\n* Adhere to strict confidentiality\n* Flexibility to adapt and perform at high levels in a fast-paced environment \n* Possess strong attention to detail, organizational and interpersonal abilities\n\n\n\nBonus Points\n* Certification in Payroll Management·         \n* Ability to travel periodically to different locations\n* Advanced Workday HCM / Payroll experience \n* Strong skills in data extraction and report writing in Workday\n* Previous experience using a full integrated ERP system to create, upload and post journal entries for payroll, benefits and accruals related to payroll\n\n\n\n\n\nWhy You'll Want to Join Us\n\n\nAt Coalfire, you’ll find the support you need to thrive personally and professionally. In many cases, we provide a flexible work model that empowers you to choose when and where you’ll work most effectively – whether you’re at home or an office.\n\n\nRegardless of location, you’ll experience a company that prioritizes connection and wellbeing and be part of a team where people care about each other and our communities. You’ll have opportunities to join employee resource groups, participate in in-person and virtual events, and more. And you’ll enjoy competitive perks and benefits to support you and your family, like paid parental leave, flexible time off, certification and training reimbursement, digital mental health and wellbeing support membership, and comprehensive insurance options.\n\n\nAt Coalfire, equal opportunity and pay equity is integral to the way we do business. A reasonable estimate of the compensation range for this role is $58,000 to $101,000 based on national salary averages. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certifications and other factors. You may also be eligible to participate in annual incentive, commission, and/or recognition programs. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.\n\n\n#LI-HW2 \n\n#Salary and compensation\n No salary data published by company so we estimated salary based on similar jobs related to Accounting, Finance, Senior and Legal jobs that are similar:\n\n $55,000 — $130,000/year\n
\n\n#Benefits\n 💰 401(k)\n\n🌎 Distributed team\n\n⏰ Async\n\n🤓 Vision insurance\n\n🦷 Dental insurance\n\n🚑 Medical insurance\n\n🏖 Unlimited vacation\n\n🏖 Paid time off\n\n📆 4 day workweek\n\n💰 401k matching\n\n🏔 Company retreats\n\n🏬 Coworking budget\n\n📚 Learning budget\n\n💪 Free gym membership\n\n🧘 Mental wellness budget\n\n🖥 Home office budget\n\n🥧 Pay in crypto\n\n🥸 Pseudonymous\n\n💰 Profit sharing\n\n💰 Equity compensation\n\n⬜️ No whiteboard interview\n\n👀 No monitoring system\n\n🚫 No politics at work\n\n🎅 We hire old (and young)\n\n
\n\n#Location\nChicago, IL