Fundraising Fox

Carli Roppo

Investor

Finance Manager at Agman Partners

Raleigh-Durham-Chapel Hill Area

About

Finance Manager since May 2025 focused on financial reporting, cash management, and investor relations support. Holds an accounting degree from Penn State.

Experience

  1. AgmanFinance Managercurrent2025 β€” present
  2. DFS FinanceFinancial Analyst2020 β€” 2025Omaha, Nebraska, United States
  3. Penn State UniversityStudent2015 β€” 2019

Education

  1. Penn State UniversityBachelor of Science - BS, Accounting2015 β€” 2019

Skills & more

Microsoft OfficeMicrosoft Excel1Microsoft PowerPointMicrosoft WordMicrosoft AccessCustomer Service1Leadership1ResearchAccounting1Financial AccountingGenerally Accepted Accounting Principles (GAAP)International Financial Reporting Standards (IFRS)
+12 moreCommunicationTax AccountingInformation TechnologyTime ManagementOrganization SkillsFinancial AnalysisFinancial ReportingAuditingTime-efficientGeneral LedgerAccounts Payable & ReceivableCustomer Relationship Management (CRM)

From Carli's professional profile.

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Colleagues at Agman Partners