Amy Kee, Senior Associate

Amy Kee Carlson Mangement Consulting Senior AssociateAmy joined the team in 2019 with over 18 years of experience in accounting and finance roles.  Amy began her career in public accounting, focusing on manufacturing, healthcare and not-for-profits.  From there, she went on to work in the auto manufacturing, mortgage financing, wine manufacturing and retail, and software industries.

In this most recent role, Amy combined her extensive accounting background with financial planning and analysis.  She implemented Adaptive Insights and quickly became a power user, leveraging the agility of the software to introduce more efficient and effective budgeting practices as well as rolling forecasts, scenario planning, and almost instantaneous ad-hoc reporting.

Amy has a Bachelor’s degree in Accounting from Middle Tennessee State University and is a Certified Public Accountant in the state of Tennessee.

Expertise:

  • Financial planning & analysis
  • GAAP reporting
  • Management & board reporting
  • Financial modeling
  • Project management
  • Scenario analysis
  • Variance analysis

Before joining Carlson, Amy′s experience included:

  • Senior Financial Analyst, Digital Reasoning Systems, Inc.
  • Controller, Arrington Vineyards
  •  Consultant, VACO
  • Treasurer, Churchill Mortgage Corporation
  • Accountant, Nissan North America
  • Senior Auditor, LBMC