ASSOCIATE PLANNING ANALYST
Cindy is a Planning Analyst with Mosaic whose duties include the initial onboarding of clients which involves the gathering, processing, and review of a wide variety of financial, business, and legal documents. After synthetizing all the raw data, she is responsible for building initial balance sheets, entity maps, and cash flow models that serve as the foundation of our customized financial/business plans. Cindy began working at Mosaic as an intern in January 2019 and joined the firm full-time in May 2019 after graduating with her Bachelor’s in Finance from the University of Houston.
A native Houstonian, Cindy enjoys being outdoors, playing sports and spending time with her family.