Kaleo Li

Kaleo Li is an experienced finance professional with a robust background in revenue management and accounting. Currently serving as AR and Revenue Manager at Carta since January 2020 and previously as Senior Revenue Accountant, Kaleo's expertise includes implementing revenue management systems, ensuring compliance with revenue policies, and performing sales analyses. Prior roles include Revenue Accountant at Workfront, where responsibilities encompassed streamlining revenue recognition processes and managing significant deferred revenue balances, and Accounting Manager at SirsiDynix, focusing on revenue recognition policies and annual audits. Kaleo's career began at Feature Films for Families as a Sales Associate and includes roles in customer service and administrative support at Vivint and Brigham Young University, respectively. Kaleo holds a Bachelor of Science degree in Actuarial Science from Brigham Young University.