Ian Carlson
Corporate Finance And Financial Planning And Analysis Leader@ House Rx
San Francisco, California, United States
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Ian Carlson is a finance leader with 15.2 years of experience in various industries. He has expertise in financial modeling, analysis, strategic financial planning, financial reporting, and finance. Based in San Francisco, California, Ian has worked in both financial services and music/entertainment. He is passionate about helping businesses scale efficiently and profitably through optimizing and enabling finance/accounting functions. Ian has successfully supported fundraising initiatives from seed rounds to late stage capital to venture debt and beyond. His key areas of expertise include strategic planning, investment prioritization, capital raising, and due diligence.
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Emails and Phone Numbers

@nugs.net
@sungevity.com
@hotmail.com
@gilmartinir.com
@houserx.com
+1 224216****
+1 510845****
+1 920242****
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About

Finance leader with fifteen years experience across multiple industries including: 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 ExpertiseStrategic 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

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Work Experience

Hospitals and Health Care

116
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Ian Carlson's Professional Milestones

  • Financial Analyst (2009-08-01~2010-11-01): Developed robust financial models to optimize profitability and drive informed decision-making.
  • Finance Associate (2011-07-01~2013-02-01): Streamlined financial processes and developed efficient financial strategies to enhance company profitability.
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Education

University of California, Berkeley, Haas School of Business
University of California, Berkeley, Haas School of Business2015-2018
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