Anna
Virtual CFO at Creative Planning Business Services
- Role
- Virtual CFO at Creative Planning
- Location
- Irvine, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Anna
Graduate of UC Irvine and a MBA graduate at Cal State Fullerton.
Experience
Virtual CFO
Sep 2025 — Present · Irvine, CA, US
Education
California State University, Fullerton
Master of Business Administration - MBA
2019 — 2022
UC Irvine
Bachelor of Arts (B.A.), Business/Managerial Economics
2008 — 2012
Skills
- Auditing
- Budgets
- Finance
- Quickbooks
- Financial Accounting
- Powerpoint
- Microsoft Excel
- Accounting
- Highly Personable
- Microsoft Office
- Microsoft Word
- Quicken
- Managing Deadlines
- Financial Statements
- Close Attention to Detail
- General Ledger
- Teamwork
- Highly Ambitious
- Team-Oriented
- Accounts Receivable
- Lacerte
- Accounts Payable
- Organized Multi-Tasker
- Client Relations Skills
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