Revisiting: Charly Kevers (CFO @ Carta) On The Role Of The Finance Team In Scaling

Episode notes

What does it really take to scale finance through the stages that break most teams? In this re-released standout episode, we revisit our conversation with Charly Kevers, CFO of Carta - who helped guide the company from Series B to Series G over seven years of hypergrowth, complexity, and rising investor expectations. This isn’t a theoretical discussion about what CFOs should do. It’s a practical look at what actually happens when growth accelerates, pressure mounts, and the role of finance fundamentally changes. Charly makes a compelling case that modern CFOs no longer get to choose between growth and profitability. Today, you’re expected to drive aggressive expansion while proving a credible path to sustainable profits — at the same time. That tension is where the real leadership begins. We also explore one of the most forward-thinking aspects of Carta’s finance function: it’s not just accountants and FP&A. Charly built a cross-functional organisation that includes engineers and works deeply alongside sales, marketing, and product. His philosophy? Use constraints to sharpen creativity — not to slow teams down.