Ian Carlson
University of California, Berkeley, Haas School of Business
Tell me more about Ian Carlson?
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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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
...See MoreWork Experience
Corporate Finance And Financial Planning And Analysis Leader
Hospitals and Health Care
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.
Education
Skill
Financial Modeling
Financial Analysis
Strategic Financial Planning
Financial Reporting
Finance
Forecasting
Corporate Finance
Budgets
Risk Management
Certification
Colleagues
Sam S.
Senior Director Of Sales - Oncology
Jaclyn Kinney
sr executive assistant to the ceo & president
Daniel L.
senior director infrastructure and reliability engineering
✪ Joshua Willis ✪
Director Of Security And Information Technology
Denali C.
Chief Pharmacy And Operating Officer
Other Named Ian Carlson
Frequently asked questions
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Ian Carlson's social media include: Linkedin,
Ian Carlson works for House Rx
Ian Carlson's role in House Rx is Corporate Finance And Financial Planning And Analysis Leader
Ian Carlson works in the industry of Hospitals and Health Care
Ian Carlson's colleagues are Sam S.,Jaclyn Kinney,Daniel L.
Ian Carlson's latest job experience is Corporate Finance And Financial Planning And Analysis Leader at House Rx
Ian Carlson's latest education in University of California, Berkeley, Haas School of Business