Courtney Mashhoon, Senior Associate

Courtney Mashhoon Senior-Associate - Carlson Management ConsultingCourtney joined Carlson in 2017 from another Adaptive partner. She has over 9 years of experience in FP&A and consulting. Industries of expertise include healthcare and manufacturing. She employs “best practices” in budgeting, forecasting, and planning when developing client models.

Courtney has a Bachelor’s degree from Santa Clara University and a Master’s in Business Administration, with a focus in Finance, from St. Mary’s College of California. She is Adaptive Insights certified, Office Connect certified and Discovery certified.

Financial planning
Variance analysis
Process improvement
Ad hoc analysis
Scenario analysis
Management & Board Reporting

Prior to joining Carlson, Courtney’s experience included:
Senior Financial Analyst at Kaiser Permanente
Senior Financial Management at Ernst & Young
Accountant at Simpson Strong-Tie

Significant Projects: Courtney has successfully worked on client engagements including Epcor, YMCA, University of California-Davis, F&S Fairn & Swanson Inc, Advanced Cell Diagnostics