Mary joined Carlson in 2017 with almost 15 years of experience in FP&A roles. She has worked in Higher Education and Technology industries, bringing deep knowledge from a range of industries. She has been working with Adaptive Insights since 2012 and was one of the first customers to get certified in 2014. As an Adaptive Insight power user, she employs best practices in budgeting, forecasting and planning when developing client’s models. Mary has a Bachelor Degree in International Business and a Master’s in Business Administration from Lynn University in Boca Raton, FL. She is fluent in Spanish and English.
Expertise: She has broad experience in financial planning, modeling, and OfficeConnect reporting. She understands complex financial models and is able to translate them into Adaptive Insights. Mary’s patience and dedication are significant contributors to her success and commitment to her clients. She has systems knowledge of Sage 500, PeopleSoft, Jenzabar, Salesforce, Chrome River, and ADP payroll.
Prior Roles: Prior to joining Carlson, Mary’s experience included:
- Forecasting Manager, United Data Technologies, Inc.
- Budget Coordinator, Florida International University