Anthony Lewis, Cpa
About Anthony Lewis, Cpa
Anthony Lewis is a Senior Associate in Strategic Finance at Carta, where he has worked since 2022 in the San Francisco Bay Area. He has a background in accounting and finance, with previous roles at PwC and McDonald's, and holds a Bachelor's degree in Accounting from DePaul University.
Work at Carta
Anthony Lewis serves as a Senior Associate in Strategic Finance at Carta, a position he has held since 2022. In this role, he focuses on financial analysis and strategic decision-making, utilizing tools such as Pigment to conduct Budget-vs-Actual analysis. His work supports the company's financial planning and performance tracking efforts, contributing to informed business strategies within the San Francisco Bay Area.
Previous Experience at PwC
Anthony Lewis has extensive experience at PwC, where he worked in various roles. He began as a Start Intern in 2015 and later served as an Assurance Intern in 2016. After gaining additional experience, he returned as an Assurance Associate from 2017 to 2020, and briefly as a Senior Associate in 2020. His responsibilities included conducting audits and providing assurance services, which laid the foundation for his career in finance.
Career at McDonald's
From 2020 to 2022, Anthony worked as a Senior Financial Analyst (Supervisor) in Finance Transformation at McDonald's. In this role, he was involved in financial analysis and reporting, contributing to the company's financial strategies during a period of transformation. His experience at McDonald's enhanced his skills in financial management and analysis.
Education and Expertise
Anthony Lewis studied Accounting at Benedictine University from 2012 to 2014 and later earned a Bachelor’s Degree in Accounting from DePaul University between 2014 and 2016. His educational background provided him with a solid foundation in accounting principles and practices, which he has applied throughout his career in various financial roles.
Financial Modeling and Data Analysis Skills
Anthony is proficient in building complex financial models using Pigment, integrating it with NetSuite for effective revenue and expense management. He has also implemented a new ERP accounting system, which involved analyzing large data sets and presenting results to director-level positions. Additionally, he utilizes Alteryx for data analysis and Tableau for data visualization, creating dashboards and reports to track key business metrics.