Carl Petersen
Finance, Accounting, & Rev Ops Professional
- Role
- Head of Finance at ID5.io
- Location
- Tulsa, OK, US
- LinkedIn followers
- 500 followers
About Carl Petersen
There is nothing more fulfilling to Carl than leading a team of diverse individuals to accomplish great things together, especially against the odds. Using data to make good decisions, and bringing order to the chaos of fast growth are his superpowers, and he has applied them in both technology (currently TrueData) and professional services companies. For 7.5 years, as Rise Interactive grew from 15 to over 240 employees, Carl lead Accounting, Finance, Client Operations, Business Intelligence, and Business Process Improvement.Prior to Rise, Carl co-founded an investment strategy firm that ended before it could take off in the midst of the 2007/8 financial crisis. He also consulted small businesses and startups on financial forecasting and operational improvements, as well as worked with an entrepreneurial team at Morgan Stanley and then Raymond James. Vanderbilt University graduated Carl magna cum laude with a bachelor’s degree double-major in Economics and Engineering Science.Carl is pursuing a meaningful life in Tulsa, OK with his lovely wife, Kelin, their three young children, and enough farm animals to keep us active and healthy.
Experience
Head of Finance
Nov 2025 — Present
Supporting ID5 post-acquisition with the integration of TrueData’s finance, accounting, HR, and risk functions into ID5’s operating model.
Education
Vanderbilt University
Bachelor of Science
Skills
- Budgeting
- Forecasting
- Managerial Finance
- Management
- Revenue Forecasting
- Salesforce.com
- Accounts Payable
- Strategy
- Us Gaap
- Microsoft Excel
- Cash Management
- Cross-Functional Coordination
- Budgets
- Excel
- Managing Employees
- Leadership
- Financial Reporting
- Process Management
- Financial Analysis
- Financial Modeling
- Analysis
- Microsoft Office
- Accounting
- Cash Flow Forecasting
- Analytics
- Collaborative Leadership
- Business Strategy
- Start-Ups
- Process Improvement
- Business Process Improvement
- Process Development
- Strategic Financial Planning
- Strategic Planning
- Entrepreneurship
- Financial Management
- Visio
- Accounts Receivable
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.