Alison Bertram

Alison Bertram, CPA, MBA, currently serves as the Director of FP&A at InvoiceCloud, Inc., where responsibilities include playing a key role in take-private and business split events and redesigning reporting processes to meet private equity owner expectations. Previously, Alison held the position of Senior Manager of Financial Planning & Analysis at EngageSmart, overseeing the Financial Planning team and presenting forecasts to senior leadership. Prior experience at ONEOK included managing a team within the Natural Gas Liquids Financial Planning department and progressing through various roles from Financial Analyst to Supervisor. Alison's early career involved roles at The University of Tulsa, Ernst & Young, and the Saint Louis Zoo, providing a diverse background in finance and operations. Alison holds an MBA in Accounting and a Bachelor of Science in Business Administration with a focus on Accounting from The University of Tulsa.