Yen Goel

Head of Treasury @Carta

San Francisco, CA, US
EMAILS
y•••••••@carta.com
MOBILE NUMBERS
+12•••••••93

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WORK HISTORY

Apr 2018 — Present

Head of Treasury @Carta

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San Francisco, CA, US

Report to the CFO and manage all aspects of corporate banking operations and relationships, cash investment strategies, and both automated and manual customer payment operational flows, including exemption handling. Ensure robust operational controls, compliance, and effective risk mitigation throughout all processes.

EDUCATION

1997 — 2002

Northeastern University

BS, MIS & International Business

SKILLS

Data AnalysisStrategic PartnershipsManagementFinanceAnalytical SkillsProduct ManagementBusiness IntelligenceAccessSoftware Development Life Cycle (Sdlc)Business ProcessSdlcAnalyticsBusiness StrategyCross-Functional Team LeadershipCompetitive AnalysisLeadershipAnalysis

ABOUT YEN GOEL

Self-starter & Result-driven -> Thrives in a fast-paced culture, including pre- and post-IPO stages, with a track record of success in building scalable and streamlined Treasury and Payments Operations. Experienced in navigating and supporting, regulated and non-regulated corporate and customer payments, while ensuring a strong focus on automation, operational controls, compliance, and risk mitigation.Leadership & Influencer -> Strategic leader in Treasury and Payments, with a proven ability to build strong internal and external relationships to effectively prioritize, drive, and implement business and product initiatives, as well as operational processes.

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