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

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The Growth-Minded CFO

Upflow

22 episodes

4 days ago

Today's financial leader is more than a number cruncher - they're a growth architect and a strategic partner in the organization’s success. The Growth-Minded CFO podcast challenges the status-quo and explores how the best CFOs approach their work and lives. 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.

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Careers

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

The Growth-Minded CFO

42 minutes 25 seconds

11 months ago

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