Ian Carlson
Corporate Finance + FP&A Leader | Berkeley Haas MBA
- Role
- Head of Corporate Finance at House Rx
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Ian Carlson
Finance leader with fifteen years experience across multiple industries including: health tech, financial services, music/entertainment + SaaS subscription streaming, renewable energy and insurance. My professional passion lies in helping growing businesses scale efficiently and profitably thru optimizing and enabling the finance/accounting functions. I have successfully supported fundraising initiatives from seed rounds to late stage capital to venture debt and beyond. Key Areas of Expertise Strategic Planning | Investment Prioritization | Capital Raising & Due Diligence | Scenario Analysis | Financial Management and Reporting | Cash Flow Improvement | Metric / Dashboard Creation | Financial Forecasting/Modeling | Systems Upgrades & Implementations
Experience
Head of Corporate Finance
Aug 2023 — Present · San Francisco, CA, US
Education
University of Wisconsin-Madison
BBA, Finance
2005 — 2009
University of California, Berkeley, Haas School of Business
Master of Business Administration (M.B.A.)
2015 — 2018
Skills
- Forecasting
- Finance
- Financial Reporting
- Financial Analysis
- Strategic Financial Planning
- Sap
- Risk Management
- Corporate Finance
- Process Improvement
- Variance Analysis
- Financial Modeling
- Analysis
- Budgets
- Data Analysis
- Microsoft Excel
- Valuation
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