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November 26, 2024 42 mins

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: .css-j9qmi7{display:-webkit-box;display:-webkit-flex;display:-ms-flexbox;display:flex;-webkit-flex-direction:row;-ms-flex-direction:row;flex-direction:row;font-weight:700;margin-bottom:1rem;margin-top:2.8rem;width:100%;-webkit-box-pack:start;-ms-flex-pack:start;-webkit-justify-content:start;justify-content:start;padding-left:5rem;}@media only screen and (max-width: 599px){.css-j9qmi7{padding-left:0;-webkit-box-pack:center;-ms-flex-pack:center;-webkit-justify-content:center;justify-content:center;}}.css-j9qmi7 svg{fill:#27292D;}.css-j9qmi7 .eagfbvw0{-webkit-align-items:center;-webkit-box-align:center;-ms-flex-align:center;align-items:center;color:#27292D;}


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