Roxana joined our growing team as a financial analyst, having been drawn to CU Strategic Planning’s mission of unlocking opportunities for help credit unions to change lives and their communities. She appreciates knowing her work is helping communities across the country, and enjoys doing that in an environment that values teamwork.

Financial analysis and root cause analysis bring Roxana joy, and she loves digging into numbers to see what structure is behind them and what pattern is governing them. She has a bachelor’s degree in Economics and an MBA in Finance from California State University East Bay. In her previous roles she worked both in finance and accounting departments and has experience in in forecasting, budgeting, and variance analysis.

Roxana was born and raised in Iran, Tehran, before settling with her family in the Bay Area of California. She loves to travel, she also enjoys jogging, going to concerts, and spending time with friends and her husband and son. She appreciates a good quality coffee and pastry, and you’ll find her taking advantage of any opportunity to explore new restaurants in nearby San Francisco.