Peter has been a key member of the Carlson team since 2011. He is a certified Adaptive Insights consultant, having worked on more than 50 successful implementations. Peter’s work experience started in his formative years with his family-owned business in Vermont. He combines a holistic understanding of business operations with exceptional finance talent. Peter enjoys working closely with clients to understand their business challenges and priorities. Peter graduated with a Bachelor’s degree in Economics from the University of Vermont.
Expertise: Peter is a well-rounded Cloud solutions implementer and integrator with expertise in Adaptive Insights, DataBlend, Salesforce.com, and NetSuite OpenAir. He specializes in transforming and optimizing a client’s existing model into Adaptive Insights. He has cultivated strong financial modeling skills including forecasting, budgeting and planning, and “what if” scenario analysis. He has successfully engaged a wide range of non-profit organizations, software companies, and professional services firms. In his free time, Peter enjoys playing music and basketball.
Prior Roles: Before joining Carlson, Peter’s experience included the following:
- Operations/Facility Manager at Trackside Terminal Oil Company, LLC
- Sales Operations Analyst at Iron Mountain
- Financial Analyst at Oleet & Company, Inc.
- Finance Associate at MacIntyre Services, LLC
Significant Projects: Peter has worked on client engagements including Dicerna Pharmaceuticals, Healthwise, Institute for Healthcare Improvement, WGBH, MADD (Mothers Against Drunk Driving), Year Up, The Davis Companies, City Year, VEIC, and Green Mountain Care Board.
“Our consultant, Peter, was instrumental in helping us design a complex set of assumptions, sheets and reports that resulted in an error-free rollout of the system. We are looking forward to working with him in year two to take Adaptive to the next level with additional reports and dashboards.”
—Lista Hightower, CFO, Mothers Against Drunk Driving