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Charlotte Maria

Senior Associate
Finance Transformation

Charlotte Maria joined Exbo in 2023 and is a Senior Associate on the Accounting Transformation & Remediation team. In this role, she facilitates the onboardings of new clients, becoming familiar with each company's operations and management teams, closely reviewing their financial information, and realigning their financial statements to adhere to GAAP standards within their accounting framework. Moreover, she establishes internal workflows, subsequently transferring them to the FGA and Controllership teams for ongoing services.

Prior to Exbo, Charlotte worked at KPMG as a Technology Assurance Associate. In her role at KPMG, Charlotte supported numerous integrated audits by testing and reporting on clients' IT environments. She has experience with major ERP systems such as Workday, NetSuite, and Salesforce, including their integrations with home-grown systems and outside organizations.

Charlotte obtained her Bachelor's degree from Lehigh University, where she double-majored in Accounting and Business Information Systems. She graduated with highest honors in 2021 and obtained her CPA license in 2022. Outside of work, Charlotte enjoys running and pilates, cooking, and exploring NYC with her friends and family.

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