The CFO Show

From Series C to G: Carta’s CFO on Adapting to Change


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How do you scale finance operations to keep pace with a business that’s doubling in size every few months? In this episode of The CFO Show, Carta CFO Charly Kevers shares how he has navigated constant change while helping the company grow from Series C to Series G and reach a $7.4B valuation. 


Charly opens up about the tactical lessons he has learned leading finance in a high-growth environment, from building a team of engineers dedicated to finance systems, to embedding innovation into everyday workflows, to experimenting with AI use cases that free teams from repetitive tasks. He also reflects on the cultural side of scaling, explaining why curiosity, adaptability and surfacing issues early are non-negotiable traits for his team. 


The audience will walk away with practical ideas for leveraging technology, strengthening cross-functional partnerships, and making space for innovation, even when the pace feels overwhelming. 


In This Episode: 

  • Why adaptability and curiosity are essential traits for modern finance talent 
  • How Carta scaled operations without continuously increasing headcount 
  • The value of a dedicated finance engineering team 
  • Partnering with IT, HR and go-to-market teams to drive systems alignment 
  • How to embed innovation into day-to-day finance work and create space for it 
  • Using hackathons and AI pilots to unlock new efficiencies 


For CFO insights, episode show notes and exclusive blog content, visit thecfoshowpodcast.com.

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