From Series C to G: Carta’s CFO on Adapting to Change
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About This Episode
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 must-haves for finance talent
- How Carta scaled operations without endlessly increasing headcount
- The role of a dedicated finance engineering team
- Partnering across IT, HR, and go-to-market for systems alignment
- Embedding innovation into day-to-day work (and making time for it)
- Using hackathons and AI pilots to uncover new efficiencies
Episode Resources:
- Doing More With Less: 6 Tips for Automating Your Finance Operations
- A Practical Guide to AI Adoption and Governance for Finance Leaders
- How To Build Agile Scenario Planning Models in Excel (With Examples)
- FP&A’s Role in Building Supply Chain Stability Amid Global Tariffs
- 4 Data-Backed Tips for Finance Leaders in Times of Increasing Uncertainty
- The State of Strategic Finance 2025 [Vena & BPM Partners]
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