Chris joined the Carlson team in mid-2012. As a Director and Project Lead, Chris manages all aspects of Adaptive Insights implementations for his clients. He augments corporate finance teams by providing financial planning, budgeting and analysis services and mentoring. He contributes to project success with his in depth knowledge of financial modeling and dashboard reporting. Engaging and respected for his work ethic, he develops strong ongoing client relationships and delivers exceptional results. Chris is an honors graduate of Southern New Hampshire University with a Bachelor’s degree in Economics and Finance.
Expertise: Chris receives accolades from customers as a financial modeling and reporting wizard. His strong Excel skills allow him to efficiently translate and optimize client models into successful Adaptive Planning solutions. He has vertical market experience in biotech, financial services, higher education, software, and professional services. Chris is Adaptive Insights certified.
Prior Roles: Chris’ professional experience includes the following:
- Senior Financial Analyst at OptumInsight
Significant Projects: Chris has worked on more than 40 client engagements including Bentley University, Barbri, AGF, MGH Institute of Health Professionals, Virtual Management, Porter Chester Institute, 1010 Data, and PANalytical.
“Chris is a great consultant and a pleasure to work with. He is very attentive, responsive, and engaging. His ability to combine best practices in forecasting with expert knowledge of CPM software was a critical factor in our project’s success.”
—Enrique Cuellar, PANalytical