Carlson Thought Leadership in Finance & Technology

Dedication to Client Success - A Chat with Carlson Consultants

September 20, 2018 / by Lauren Strohmeier

Press Release - Image  4We recently announced that Carlson Management Consulting has earned recognition on Inc. magazine’s 37th annual Inc. 5000 list, the honor awarded to the nation’s fastest-growing private companies. In a recent blog post, Founder and CEO, Ethan Carlson, shared the formula to Carlson’s fast growth:

“Carlson Management Consulting's continued fast growth is the result of the team's entrepreneurial spirit and dedication to helping our clients achieve finance transformation through best financial practices and technologies. We cultivate enduring relationships with our clients that contribute to their long-term success, which really makes a difference.”

The Carlson team has technical acumen and expertise in senior corporate finance, accounting, and FP&A.

What specific skills and personal strengths do our consultants bring to help clients succeed?

A select few of Carlson’s consultants give an inside look into how they have delivered finance transformation through their close and enduring relationships with our clients.

Chris Pinto 1Meet Chris Pinto, Vice President of Consulting

What specific services do you provide and what areas do you specialize in?

“At Carlson, I oversee Adaptive Insights implementations for our clients, providing guidance on how to design, build out, and structure financial models to ensure they meet the high standards we set at Carlson. Additionally, I help corporate finance teams by providing financial planning, budgeting and analysis services and mentoring. I have vertical market expertise in biotech, financial services, higher education, software, and professional services.

What qualities do you bring to make a difference for Carlson's clients?

To give our clients a deeper understanding of their businesses, I show information through compelling visuals that bring their data to life. By presenting findings in a way that’s interesting and meaningful, I engage clients while helping them make informed decisions about their businesses.

How does Carlson's company culture contribute to its success?

The Carlson culture is very close-nit. Because there’s a lot of open communication throughout the team, and everyone is friendly and easy to talk to, we produce new ideas that are often implemented. Collectively, all those ideas we share across the organization are a big driver of Carlson’s customer success, growth and accomplishments.”

-Christopher Pinto, Vice President of Consulting

Quote from one of Chris' clients - Duck Creek Technologies – See Their Success

“We are very pleased with the way the Carlson team made our Adaptive implementation happen. They are highly organized and kept this engagement on track. Communication between my team and the Carlson team has been great, and it really was a collaborative project.

One of the key benefits of implementing Adaptive with Carlson was that they taught us how to use the system throughout the process. They always find opportunities to show us how to do things efficiently and provide options for achieving the same desirable outcomes. With a fast implementation turnaround, the experience has been wonderful.”

-Maryanne Petry, Duck Creek Technologies

Chasity FagnantMeet Chasity Fagnant, Financial Analyst and Office Manager

What specific services do you provide and what areas do you specialize in?

“I manage Carlson’s financials and am the “go-to” person for human resources, expertise in QuickBooks, tax, insurance, and office management to ensure smooth company operations. Additionally, I leverage my accounting skills to help Carlson consultants with implementations. I also work in an outsourced accounting capacity with clients.

What qualities do you bring to make a difference for Carlson's clients?

For Carlson’s clients, I bring my extensive knowledge of Sage Intacct and QuickBooks as well as accounting skills to ensure successful implementations. I’m very personable and get to know my clients and their businesses while bringing solutions that help them succeed. Specifically, I have closely collaborated with J2 Interactive in an outsourced accounting role for many years in a fulfilling partnership.

How does Carlson's company culture contribute to its success?

The Carlson culture is all about the people. There’s a sense of caring and camaraderie here. Our team members support one another, as we work as a team to delight clients with impressive results. That caring and collaborative culture has led to the growth of Carlson.”

-Chasity Fagnant, Financial Analyst and Office Manager

Quote from one of Chasity's clients - J2 Interactive

“I can’t say enough about the work Ethan Carlson and his team have done for our firm. The systems they put in place revolutionized the way we run our business. We have grown over 50% and with their help we have added almost no additional overhead.”

-Lou LaRocca, President, J2 Interactive

Renee SinhaMeet Renee Sinha, Manager, Adaptive Insights Implementations, Life Sciences Practice

What specific services do you provide and what areas do you specialize in?

“I specialize in Adaptive Insights implementations for organizations in the Life Sciences industry. I also advise clients on financial planning and analysis, providing them with best practices based on my first-hand expertise.

What qualities do you bring to make a difference for Carlson's clients?

My clients benefit from my deep understanding of the industry due to my background. This includes the differences in needs associated with the growth cycle stages of their businesses. Furthermore, something as simple as understanding the terminology within an industry can make concepts so much easier to understand – you’re speaking the client’s language. When one of my clients uses terms specific to the life sciences, I can quickly decipher what the client is seeking.

As a partner to my clients, I form close working relationships with them. Our clients come back time and time again. They know Carlson’s financial consultants deploy financial systems quickly and efficiently. They know we have a deep understanding of FP&A in their industries. They trust our expertise, and that trust is vital to successful implementations.

How does Carlson's company culture contribute to its success?

The entrepreneurial spirit is strong at Carlson and there are many opportunities to contribute. Ethan, Founder and CEO, recognizes and appreciates everyone’s strengths. That culture of recognition has been fruitful for a lot of people. We appreciate that we are an integral part of Carlson’s growth and future.”

-Renee Sinha, Manager, Adaptive Insights

Quote from one of Renee's clients - CRISPR Therapeutics – See Their Success

“Throughout our experience working with the Carlson team, their extensive knowledge of the Adaptive system and FP&A expertise were essential to our organization. Because our implementation consultant, Renee Sinha, has a background in FP&A for Life Sciences, she provided effective solutions to the reporting issues we were experiencing. She also always provided a variety of options when making recommendations. During a budget cycle when we had to change our organizational structure, she worked quickly and turned a key initiative around within 24 hours.

Carlson Management Consulting is the best choice for Adaptive implementations. They provide continuous financial improvements and support that can help your organization thrive. Their services are very reasonably priced, and their experience and insights are invaluable.”

-Bethany Cavanagh, CRISPR Therapeutics

Want to learn more about the breadth of our team's experience?


Meet the Carlson Team

You might also like

Subscribe to Blog Updates

Subscribe to Blog



Follow us on Twitter