CHARLY KEVERS
San Francisco
Summary
Finance executive with 20+ years of experience leading strategy, M&A, and investor relations in global technology and fintech companies. Known for scaling financial operations, executing high-impact deals, and building world-class finance teams to support growth and innovation.
Overview
27
27
years of professional experience
Work History
Chief Financial Officer
CARTA
01.2017 - Current
- - Lead Carta's financial strategy, operations, and investor communications during hypergrowth.
- - Partner with executive leadership on strategic planning, capital raising, and operational scaling.
Vice President, Finance
LENDING CLUB
01.2015 - 01.2017
- Directed core finance functions and strategic planning during Lending Club's transition to a public company.
Senior Director, Corporate Development
SALESFORCE
01.2012 - 01.2015
- Executed strategic M&A transactions and market assessments for global expansion.
Director, Investor Relations
HEWLETT-PACKARD
01.2010 - 01.2012
- Managed quarterly financial outlook and investor communications.
Senior Manager, Strategy & Corporate Development
HEWLETT-PACKARD
01.2008 - 01.2010
- Led M&A execution including EDS, 3Com, and 3PAR deals.
Associate, Mergers & Acquisitions
JPMORGAN
01.2007 - 01.2008
- Lead associate on $5.7B worth of transactions across tech and healthcare sectors.
Global Strategist
SAMSUNG
01.2005 - 01.2007
- Defined North American growth strategy and supported corporate venture investments.
Consultant
L.E.K. CONSULTING
01.1999 - 01.2004
- Conducted 15+ due diligences for European LBO transactions up to EUR 520M.
Education
MBA - Business Administration
INSEAD
01.2005
BA - Business Administration
ESCP Business School
01.1999
BA - Finance
University of Illinois Urbana-Champaign
01.1999
Skills
- Strategic Financial Planning
- Mergers & Acquisitions
- Corporate Development
- Investor Relations
- SaaS & Fintech
- Cross-Border Transactions
- Capital Markets
- Executive Leadership
- Operational management
- Accounting principles
- Budget development
- Corporate leadership
Timeline
Chief Financial Officer
CARTA
01.2017 - Current
Vice President, Finance
LENDING CLUB
01.2015 - 01.2017
Senior Director, Corporate Development
SALESFORCE
01.2012 - 01.2015
Director, Investor Relations
HEWLETT-PACKARD
01.2010 - 01.2012
Senior Manager, Strategy & Corporate Development
HEWLETT-PACKARD
01.2008 - 01.2010
Associate, Mergers & Acquisitions
JPMORGAN
01.2007 - 01.2008
Global Strategist
SAMSUNG
01.2005 - 01.2007
Consultant
L.E.K. CONSULTING
01.1999 - 01.2004
BA - Business Administration
ESCP Business School
BA - Finance
University of Illinois Urbana-Champaign
MBA - Business Administration
INSEAD
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