Courtney 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.
Ad hoc 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