Senior Billing & Revenue Accountant

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 Billing & Revenue Accountant, you’ll work to:

Own end-to-end billing accuracy — validate and process source data through Carta's AI-powered workflow, execute bulk imports, and generate client invoices in NetSuite with precision and speed

Close the data gap — proactively identify missing or inconsistent billing data and partner with stakeholders across the business to resolve issues before they reach the client

Drive collections excellence — manage outstanding balances through YayPay, ensuring professional follow-up that protects client relationships while keeping aging receivables in check

Serve as the billing point of contact for clients — respond to billing queries with clarity and accuracy, meeting the professional standard expected in a complex, high-touch environment

Support a clean month-end close — post and reconcile accrued revenue entries so financial statements reflect reality accurately and on time

Make the process better — identify friction points in the billing cycle and help embed AI-driven improvements that scale with Carta's growth

The Team You'll Work With

As a key member of the accounting team, this position will collaborate closely with the Revenue team and Controller to support Carta’s revenue operations. In this role, you will join a highly dynamic team dedicated to driving Carta’s growth and developing new processes. We are seeking an experienced professional to assist with revenue recording and reconciliation, as well as conducting technical accounting analysis of contracts for revenue recognition. This position will serve as a key liaison between the accounting team and various departments, including sales, legal, finance, delivery teams, deal desk, and accounts receivable.

About You

Complex billing background. 4+ years of relevant experience recommended. You've worked in a demanding billing environment at a law firm, professional services firm, or within private equity or fund administration — and are comfortable navigating large, multi-source datasets accurately and efficiently.

Detail-oriented by default. You self-review everything before it goes out. You catch what others miss and build habits that make that consistency repeatable and reliable

Proactive communicator. You surface problems early, come with solutions, and keep stakeholders informed without being asked. Clients and colleagues trust you because you're clear, timely, and professional

AI-curious and tool-savvy. You're genuinely interested in how AI can improve finance workflows and you adapt quickly to new platforms. Experience using Claude or other AI tools professionally is a strong advantage

Accounting-fluent. You're comfortable with revenue recognition principles, accrued revenue postings, and month-end close. AAT Level 4, part-qualified ACCA/CIMA, or equivalent hands-on experience

Systems-oriented. Experience with NetSuite and/or YayPay (or comparable platforms) is a plus and even without it, you pick things up fast

At 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.

Disclosures:

We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email.

Carta uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details.

For information on our data privacy policies, see Privacy, CA Candidate Privacy, and Brazil Transparency Report.

Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to [email protected].