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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 [email protected]
View all episodes
By UpflowIn 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 [email protected]