Anna Ortiz Email & Phone Number
Managing Partner @ T&O Strategic Advisory
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Anna Ortiz Location
- Peabody, MA, US
Anna Ortiz Work
- Managing Partner @ (June 2023 - Present)
- Managing Director @ (January 2022 - Present)
- Principal @ (January 2021 - November 2024)
- Assistant Controller @ (January 2012 - December 2020)
- Fund Accounting Manager @ (January 2009 - December 2011)
- Fund Accounting Supervisor @ (January 2007 - December 2008)
- Fund Accountant and Senior Fund Accountant @ (April 2001 - December 2006)
Anna Ortiz Education
- Northeastern University
Certificate in Advanced Accounting
2013-2016 - Northeastern University
Bachelor of Science (Finance and Insurance)
1996-2001
Anna Ortiz Skills
- Accounting
- Business Strategy
- Cash Management
- Financial Accounting
- Financial Advisory
- Financial Analysis
- Financial Modeling
- Financial Planning and Analysis (FP&A)
- Financial Reporting
- Financial Statements
- Fund Accounting
- Fund Administration
- GAAP
- General Ledger
- Generally Accepted Accounting Principles (GAAP)
- Internal Controls
- Part-Time CFO Services
- Private Equity
- Strategic Thinking
- Tax Planning
- Tax Preparation
Anna Ortiz Summary
- Anna Ortiz, based in Peabody, MA, US, is currently a Managing Partner at T&O Strategic Advisory. Anna Ortiz brings experience from previous roles at MCOS Financial Solutions, LLC, North Shore Accounting Services LLC and Advent International. Anna Ortiz holds a 2013 - 2016 Certificate in Advanced Accounting @ Northeastern University. With a robust skill set that includes Accounting, Business Strategy, Cash Management, Financial Accounting, Financial Advisory and more. Anna Ortiz has 3 emails and 2 mobile phone numbers on RocketReach.
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