About Us

Carrie Anderson's career is defined by financial models that hold up under the most demanding scrutiny. At BP, Carrie was recognized for forecast accuracy across global teams, including partners in Singapore and Budapest. She served as a Controller for a major corporation before co-founding 406 Consulting Group, building financial infrastructure that scaled with complex, multi-entity operations.

When a regional bank needed help with its quarterly call report, Carrie rebuilt the model from scratch — reducing a 40-hour quarterly process to a few hours. The report drew sustained regulatory scrutiny over two years and held up through that review, reinforcing its accuracy and structure.

For over 10 years, Carrie has served as a contracted commercial loan analyst for a Montana community bank — spreading financials, building loan packages, and providing recommendations the bank president relies on. She has analyzed and packaged 300+ commercial loans, and she supports the bank through FDIC examinations and regulatory reviews. When she helps a client prepare for a commercial loan, she brings the lender's perspective to the table. The same analysis she applies to your loan package is the analysis lenders use to approve or deny it.

Her work has held up in review environments involving firms such as KPMG and Wipfli. She brings that same standard of rigor to every 406 client — financial modeling, reporting architecture, and analytical depth that most firms simply can't match. Her favorite saying: “If you can think it, I can build it.”

Before her corporate career, Carrie grew up in a family that built and operated commercial businesses — gas stations, retail properties, and other ventures across the region. Her family's model was to acquire underperforming businesses, fix the operations and financials, and sell them at a profit. She was part of that process from a young age. That background gives her an instinct for operational reality that most financial analysts never develop — she doesn't just build models, she understands the businesses behind them.

Prior to founding 406 Consulting Group, Jason spent a decade at BP in progressively senior operational and analytical roles. He began as an inventory analyst — and within that role uncovered more than $75 million in unbilled inventory, money BP didn't know it was owed. He built the reconciliation system that recovered it, an Excel-based tool that was later rebuilt as a web application and remains in use more than 25 years later.

From there, Jason moved into oil operations, scheduling petroleum on Colonial Pipeline for BP — managing inventory across a multi-state corridor from Pasadena, Texas to Linden, New Jersey, and shipping nearly one million barrels every five days. He optimized inventory positions across contango and backwardation markets, and eventually moved to the fuel oil trading bench, managing operations out of New York Harbor, Panama, Houston, and Louisiana offshore. In multiple operating roles, Jason helped improve throughput and execution in environments where mistakes carried immediate financial consequences.

What made Jason's BP career distinctive wasn't just the scale — it was the operational complexity he had to manage across it. He coordinated with multiple contractors and counterparties across industries, planned and scheduled the movement of ships and barges, ensured compliance with federal and state regulations, managed deals and held the firm to contract performance, worked directly with sales and trading teams, and reported to BP executives.

Jason holds a degree in accounting and brings more than 10 years of tax preparation experience to the firm. That operational intelligence — the ability to find what others miss, build tools others don't think to build, and see the path to profitability that wasn't visible before — is what he brings to every client engagement at 406.