Olivia Neubauer, Cpa
About Olivia Neubauer, Cpa
Olivia Neubauer is a Senior Customer Success Manager at Carta, where she has worked since 2022. She has a background in accounting and customer success, with previous roles at The University of Kansas, Moss Adams, and Carta.
Current Role at Carta
Olivia Neubauer serves as a Senior Customer Success Manager at Carta, a position she has held since 2022. In this role, she focuses on enhancing customer satisfaction and ensuring that clients effectively utilize Carta's services. Her experience in customer success allows her to address client needs and foster long-term relationships.
Previous Experience at Carta
Before her current role, Olivia Neubauer worked at Carta in various capacities. She served as a Customer Success Manager from 2021 to 2022, where she contributed to client engagement and support. Additionally, she was a Valuation Associate for four months in 2021, gaining valuable experience in valuation services.
Background in Accounting
Olivia Neubauer has a strong academic background in accounting. She studied at The University of Kansas, earning her Bachelor's degree in Accounting from 2012 to 2016, followed by a Master's degree in Accounting from 2016 to 2017. This educational foundation supports her professional expertise in the field.
Experience at Moss Adams
Olivia Neubauer gained significant experience at Moss Adams, where she held multiple roles. She started as an Audit Intern in 2016 for two months, then progressed to an Audit Associate from 2017 to 2018. She later became a Senior Audit Associate, serving in that capacity for eight months in 2018 to 2019. Her time at Moss Adams provided her with a comprehensive understanding of audit processes.
Teaching Assistant Role
From 2015 to 2017, Olivia Neubauer worked as a Managerial Accounting Teaching Assistant at The University of Kansas. In this role, she assisted in teaching accounting principles, supporting students in their academic pursuits, and enhancing her own understanding of the subject matter.