Kaleo Li
About Kaleo Li
Kaleo Li is an AR and Revenue Manager at Carta, with a background in finance and accounting spanning over a decade. He has held various roles at companies such as SirsiDynix and Workfront, and he holds a Bachelor of Science in Actuarial Science from Brigham Young University.
Current Role at Carta
Kaleo Li serves as the AR and Revenue Manager at Carta, a position held since 2021. In this role, Li is responsible for overseeing accounts receivable processes and managing revenue recognition. The role is based in Salt Lake City, Utah, where Li contributes to the financial operations of the company.
Previous Experience at SirsiDynix
Kaleo Li has extensive experience at SirsiDynix, where he held multiple roles over several years. He started as a Billing Specialist in 2013, followed by positions as a Finance Operations Specialist from 2013 to 2015, Accounting Manager from 2015 to 2017, and Staff Accountant for a brief period in 2015. This diverse experience provided Li with a solid foundation in finance and accounting.
Experience at Workfront
Li worked at Workfront as a Revenue Accountant from 2017 to 2020. This role involved managing revenue processes and ensuring compliance with accounting standards. His tenure at Workfront lasted three years and contributed to his expertise in revenue management.
Education and Academic Background
Kaleo Li studied at Brigham Young University, where he earned a Bachelor of Science degree in Actuarial Science from 2009 to 2012. This academic background provided him with analytical skills and knowledge applicable to his career in finance and accounting.
Early Career Experience
Before his roles in finance, Kaleo Li worked as an Administrative Assistant at Brigham Young University from 2009 to 2012. He also gained experience as a Sales Associate at Feature Films for Families in 2008. These early positions contributed to his professional development and understanding of business operations.