The CFO Playbook · 2022-03-10 · 47 min
Charly Kevers, CFO at Carta, has more than 20 years of experience holding various roles in finance and strategy, including investor relations and corporate development in multiple countries across North America, Europe, and Asia. While he didn’t take a straight path to his current role, his breadth of experience in consulting and the financial world has given him great exposure to different businesses and executives to help prepare him to be a leader at Carta. To be a successful CFO, Charly strongly believes in trying out different roles and opportunities, including learning about mergers and acquisitions and investor relations. This will help you as a CFO to gain an understanding of how investors approach their investments, and how to better communicate with them. Carta takes a unique and transparent approach to their business, being open with employees and investors. While at first, this was a bit jarring for Charly, he has embraced how being open and honest about the business can greatly improve a company’s culture and be a driver for growth.
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