Marie Carlson is Director in the Senior Living Sponsorship Transition Advisory Practice at Ziegler’s Chicago office.
Marie has been in the senior living sector for over 30 years. Her prior experience has included serving as CFO, SVP-Strategic Development, and Interim VP-Finance at two different multi-site providers, with responsibilities including financial, regulatory, and operational reporting for internal and external users. She has participated in the disposition and acquisition of senior living campuses and multiple bond financings.
In addition to the CFO and development roles, Marie worked at Ponder & Co. providing financial advisory services to senior living clients related to tax exempt bond financings. Previous experience at KPMG for eight years — exclusively in its senior living practice — included performing financial feasibility studies, market demand analyses, financial projections, troubled debt restructurings, and audits.
Marie has served as a surveyor for the Commission on Accreditation of Rehabilitation Facilities/Continuing Care Accreditation Commission and on the Finance Committee for LeadingAge Illinois. She has a B.S. in accountancy from the University of Illinois–Chicago and is a CPA.