Ben joined the Carlson team in 2018, bringing ten years of experience in financial planning and analysis. He specializes in managing the budget and forecast process, as well as monitoring and reporting on cash flow. He initially served as a Financial Analyst at Schlumberger for three years. During the subsequent seven years, he worked at two different software companies, CompassLearning and PeopleAdmin, starting as a Financial Analyst and then advancing to Senior Financial Analyst and FP&A Manager.
At the software companies, Ben worked mergers and acquisitions as part of internal deal teams during the acquisition and sale of the companies. While at PeopleAdmin, Ben became an Adaptive Insights power user after working with Carlson through the implementation. He then became the account administrator and maintained that position until he left to join Carlson.
Ben obtained his BBA in Accounting from Texas Tech University. He has extensive experience building out board packages and reporting to C-level staff, as well as cost center managers and functional directors.