Carrie T.

Carrie T.

About Carrie T.

Carrie T. is a Manager at The Siegfried Group in Charlotte, North Carolina, where she has worked since 2021. She has a diverse background in accounting and finance, with previous roles at Conversus and EY, and holds a Master of Accounting from Winthrop University.

Work at The Siegfried Group

Carrie T. has been employed at The Siegfried Group as a Manager since 2021. Based in Charlotte, North Carolina, she has contributed to the firm for three years. Her role involves overseeing various financial operations and ensuring compliance with regulatory standards. She specializes in SEC reporting, particularly in the production of the Statement of Cash Flows and document ownership.

Previous Experience in Finance

Prior to her current position, Carrie worked at Conversus, a StepStone company, as a Fund Accountant for eight months in 2021. She also held a position at EY as Finance Services Tax Staff from 2016 to 2017, where she gained valuable experience in finance and tax services. Her work history reflects a strong foundation in financial management and regulatory compliance.

Education and Expertise

Carrie T. earned a Master of Accounting from Winthrop University, where she studied from 2012 to 2015. She also holds a Bachelor of Arts degree in Marketing and Public Relations, with a minor in Sociology, from The Ohio State University, completed in 2009. Her educational background supports her expertise in accounting and finance, enhancing her analytical skills in regulatory reporting.

Background in Hospitality

In addition to her finance career, Carrie worked as a Bartender at Leroy Fox from 2012 to 2022, a tenure of ten years. This experience in the hospitality industry provided her with skills in customer service and teamwork, contributing to her adaptability in diverse environments.

Professional Development and Skills

Carrie actively seeks opportunities for professional development and aims to enhance her skills through collaboration with teammates and senior leadership. She has a strong focus on research and analysis processes, which supports her work in regulatory reporting and financial compliance.

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