Carrie is passionate about working with growing companies. Whether it is an early stage organization looking to raise capital or a $1.5B dollar enterprise posturing for their IPO, her experience spans the organizational maturity lifecycle. Before joining CFO Strategic Partners, Carrie held the title of Director- Financial Planning & Analysis for a publicly traded global publishing company with more than $1.9B revenue and over 5,100 employees. Carrie has worked across industry verticals specializing not only in academic publishing, higher education, and scholarly fields, but also has experience in wealth management, nonprofits, and technology sectors. She worked at Federally Registered Investment Advisory (RIA) firms where she was CFO for National Advisory Services overseeing more than $1B AUM and 10 offices nationwide including 3 subsidiaries. As a Senior Tax Associate for KPMG in the early 2000s, Carrie oversaw a host of functional operations for multiple clients as a public accountant. She prepared individual, C-corporation, S-corporation, partnership, state, intangible, tangible, and nonprofit tax returns along with compiling financial statements and written responses to taxing entities.
Carrie earned a master’s degree in taxation after graduating summa cum laude from the University of Central Florida with a BS in accounting. Carrie is a Certified Public Accountant (CPA) as well as a Certified Global Management Accountant (CGMA). She is a member of the AICPA and FICPA and volunteers her time at several local nonprofit charities. Primarily, Carrie’s expertise focuses on Mergers & Acquisitions, Profitability Improvement, Negotiations, Business Development and Improvement, and Regulatory Compliance.
“So you can focus on your company’s goals … I will focus on your financials.”