Series B to G: The role of the finance team in scaling, with Charly Kevers (CFO @ Carta)

Series B to G: The role of the finance team in scaling, with Charly Kevers (CFO @ Carta)

In this episode of 'The Growth Minded CFO,' hosts Lauren and Alex welcome Charly Kevers, CFO of Carta. Charly has served as CFO through some of the highest growth phases of Carta's journey - seeing them go from Series B to G in his 7 years there. Charly shares insights on the evolving role of the CFO, focusing on profitable growth, employee retention, and operational excellence. He also discusses Carta's strategic initiatives, including their recent acquisition of Tactyc, and the importance of cross-functional collaboration in finance. Tune in to learn how Charlie's diverse background and innovative approach are driving success at Carta. Don't miss his advice on leveraging CFO networks for problem-solving and growth. Discover Carta's data and research, as referenced by Charly in this episode, here: ⁠https://carta.com/data/⁠⁠00:00⁠ The Role of the Modern CFO ⁠00:44⁠ Introduction and Welcome ⁠00:59⁠ Special Guest: Charly Kevers, CFO of Carta ⁠03:03⁠ Charly's Journey to Becoming a CFO ⁠05:40⁠ The Strategic Role of a CFO ⁠07:56⁠ Operational Involvement and Team Collaboration ⁠10:24⁠ Adapting to Growth and Scaling Challenges ⁠12:39⁠ Cross-Functional Integration and Communication ⁠29:10⁠ Leveraging Data and Insights at Carta ⁠37:16⁠ Acquisition of Tactyc and Future Plans ⁠40:20⁠ Conclusion and Final Thoughts Connect with Charly on LinkedIn: ⁠ / charlykevers ⁠ Find out more about Carta: ⁠https://carta.com/sg/en/⁠ Connect with Alex on LinkedIn: ⁠ / alexlouisy ⁠ Connect with Lauren on LinkedIn: ⁠ / laurenepearl ⁠ The Growth-Minded CFO podcast aims to challenge the status-quo and smash the ‘back-office shackles’. Hosts Lauren Pearl (Fractional CFO, 3-time Founder and Startup Finance Instructor at NYU) and Alex Louisy (FinTech CEO and Y Combinator graduate) speak with inspiring finance and business leaders who’ll share what great CFOs are doing to support high performing organizations. Find the full audio versions on your favorite podcast app, by searching 'The Growth-Minded CFO'. This podcast is powered by Upflow - a Financial Relationship Management platform enabling faster payments, stronger customer relationships and efficient growth for your business. Join thousands of next-level finance leaders and go from chasing invoices to engaging customers. Find out more at ⁠https://upflow.io/⁠ Want to get in touch? Reach out to our producer at joseph.sweeney@upflow.io

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Episoder(40)

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2 Sep 52min

Inside the CFO-Sales Partnership: How Real-Time Data Changes the Game, with Christina Liu

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Most CFOs can see the final sales numbers. Far fewer have a clear view of what is happening inside the pipeline before those numbers land.As CFO of Sigma Computing, Christina Liu works closely with sa...

6 Aug 30min

From GE’s $100B Transformation to Klarna and DeepL: Lessons in Scaling, with Martino Cadoni

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Martino Cadoni has had a front-row seat to some extraordinary moments throughout his career so far.At GE Capital, he was selected to help transform a business with more than $100 billion in assets, wo...

8 Jul 46min

Revisiting: Wall Street to SaaS CFO with Carla Cooper (CFO @ Contentful)

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What does it take to be a truly great CFO today?It’s not just about balancing the books—it’s about driving strategy, managing risks, and telling the financial story in a way that inspires confidence.I...

25 Jun 43min

The CFO’s AI Playbook: How to Roll Out AI Across Your Company, with Ryan Roccon (CFO at Zapier)

The CFO’s AI Playbook: How to Roll Out AI Across Your Company, with Ryan Roccon (CFO at Zapier)

AI is no longer just an experiment. For many companies, it is quickly becoming an expectation.But rolling it out across a business is a very different challenge from giving a few people access to a fe...

10 Jun 42min

Revisiting: Chris Ortega on What Makes a Great CFO (Hint: They're Not Just a 'Human Calculator')

Revisiting: Chris Ortega on What Makes a Great CFO (Hint: They're Not Just a 'Human Calculator')

In this episode, hosts Lauren and Alex sit down with Chris Ortega, the CEO and founder of Fresh FP&A.Chris shares his inspiring career journey, from his early passion for finance to roles at Ernst & Y...

28 Mai 37min

Why Every CFO Needs a Personal Brand (And How to Build One), with Wassia Kamon

Why Every CFO Needs a Personal Brand (And How to Build One), with Wassia Kamon

Most CFOs don’t think about personal brand until they need something: a new role, a board seat, a stronger network, or a way to stand out.But by then, it might already be too late.In this episode of T...

14 Mai 38min

Revisiting: Ilana Esterrich (CFO @ Planned Parenthood) On Leading Beyond The Numbers

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29 Apr 40min

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