Rita Maria Reed, CPA, MBA in

Rita Maria Reed, CPA, MBA

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Managing Director at Texas Advisory Services
📍 Greater Houston, United States

Rita is a strategic finance executive and Managing Director at Texas Advisory Services with over 20 years of experience scaling companies. A Wharton MBA and CPA, she is known for her disciplined capital strategy and ability to drive growth. People who have worked with her describe her as insightful, empowering, strategic, and having a positive, "can-do" mindset.

Outside of her executive roles, Rita is a passionate coach and speaker focused on helping ambitious professionals advance their careers and build confidence. She is actively involved in mentoring young professionals and speaks on topics like mindful leadership and personal branding. She also enjoys live music and traveling.

As a New Orleans native, she previously founded an investment bank in her hometown and served on the New Orleans Redevelopment Authority Board.

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Experience
23 Years
Current Role
Managing Director
Job Level
Mid-senior
Location
Greater Houston, United States
Personality Overview

How Rita shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Rita cares about

AI in Finance
A frequent panelist and speaker on leveraging AI and automation to enhance forecasting, manage risk, and drive efficiency for finance leaders.
Career Mentorship
Passionate about coaching talent on how to gain influence and get promoted, which is a core part of her personal brand and speaking engagements.
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Career

Work history

2-2026
Managing Director
Texas Advisory Services
11-2021
Investor
Black Venture Institute
2021 - 2025
Finance Director – Global Enterprise Strategic Pricing Lead (Devices Division)
Microsoft
2017 - 2021
Finance Director – Global FP&A & Marketing Controller
Microsoft
2010 - 2017
President and Chief Financial Officer
FFC Capital Markets
In the press

Media appearances

Texas Advisory Services expands to Houston with Rita Maria Reed, CPA, MBA as Managing Director. Featured in PRLog
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Education
MBA
The Wharton School
Education details unavailable
SDA Bocconi
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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