Carla (Carli) Pl AI N, MBA
About Carla (Carli) Pl AI N, MBA
Carla Pl AI N, MBA, serves as the Director of Finance at FirstClose, where she has worked since 2023. With extensive experience in financial services and banking, she excels in project management, financial reporting, and staff development.
Work at FirstClose
Carla Pl AI N serves as the Director of Finance at FirstClose, a position she has held since 2023. Based in Austin, Texas, she operates in a remote capacity. In this role, she is responsible for overseeing financial operations, developing key metrics, and providing comprehensive financial reports to support business decisions.
Previous Experience in Finance
Carla has a diverse background in finance, having worked in various roles across multiple organizations. She was the Accounting Controller at Delaget from 2018 to 2023 and served as the Accounting Controller at Modus Engagement, Inc. from 2016 to 2018. Her earlier positions include Senior Consultant at Element Financial, Assistant Vice President at TCF Bank, and Sr. Manager of Finance at Ameriprise Financial, among others.
Education and Expertise
Carla holds a Master of Business Administration (M.B.A.) in Strategic Management from the University of St. Thomas - Opus College of Business, which she completed from 2005 to 2010. She also earned a Bachelor's Degree in Business Administration with a focus on Finance and a minor in Accounting from Minnesota State University, Mankato. Her educational background supports her extensive experience in financial services, banking, and SaaS industries.
Background in Accounting
Carla's career in accounting began in 1996 when she worked as an Accounting Assistant at Shock Doctor. Over the years, she has held various accounting roles, including Staff Accountant at Winthrop Resources and Accounting Manager at Rels Companies, LLC. Her experience spans over two decades, during which she has developed skills in financial reporting, budgeting, and operational efficiency.
Professional Skills and Contributions
Carla is known for her ability to manage multiple projects effectively and her motivation for continuous learning. She focuses on developing talented staff and identifying inefficiencies to implement solutions. Her expertise includes establishing policies and controls, executing efficient month-end closes, and creating budgeting and forecasting strategies that align with business objectives.