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Charlie Strout

Charlie Strout

New York, NY, United States
Member since January 9, 2017
Charlie is a CFA charterholder, entrepreneur, financial analyst, and software engineer who leverages excellent communication skills and financial modeling techniques to provide strategic advice to companies, analyze companies for investment, and create financial analysis tools. He holds a joint-MBA from Columbia Business School and London Business School. He is freelancing because he enjoys working with a variety of companies all over the world.
Charlie is now available for hire
Career Highlights
Select Certifications
Case studies
Industry Expertise
  • Fintech
  • Technology
Software Expertise
  • Microsoft Excel
Other Expertise
  • Equity Investment
  • Equity Research
  • Financial Modeling
  • Lean Startups
  • Startup Growth Strategy Development
  • Advisor
    2018 - PRESENT
    • Wrote pro forma financial statements.
    • Developed a business plan.
    • Oversaw the operations.
    • Formulated a business strategy.
    • Advised on the technology and product strategy.
    Focus areas: Fiancial Planning, Budgeting, Fundraising
  • Data Quality Officer | IT Compliance Manager
    2017 - PRESENT
    FreeWheel Media, Inc.
    • Developed a strategy for reorganizing the department.
    • Built a business intelligence tool to detect fraud.
    • Managed SOC and GDPR compliance efforts.
    • Launched a PMO.
    • Organized InfoSec efforts.
    Focus areas: Business Plan Development, Business Advisory
  • Director of Analysis and Product
    2012 - PRESENT
    Prudena, Inc.
    • Worked as the product manager for an online equity research platform.
    • Developed automated financial statement analysis tools.
    • Coordinated with university finance professors.
    • Wrote as the author of the Morning Monte finance blog.
    • Conducted all of the financial planning.
    Focus areas: Equity Research
  • Founder | Software Engineer
    2002 - PRESENT
    Seven Shadow LLC
    • Provided financial analysis and technology consulting services.
    • Built and sold a content management system.
    • Managed offshore development resources.
    • Oversaw the sales and business development.
    • Handled all of the financial aspects of the business.
    Focus areas: Entrepreneurship
  • Product Manager | Software Engineer (Contract)
    2009 - 2015
    Parsons Brinckerhoff
    • Acted as the product manager for an enterprise risk management system that manages hundreds of millions of dollars in risk.
    • Oversaw a team of developers.
    Focus areas: Risk Management
  • Master of Business Administration (MBA) in Finance
    2010 - 2012
    London Business School - London, UK
  • Master of Business Administration (MBA) in Finance
    2010 - 2012
    Columbia University - New York, NY, USA
  • Bachelor's degree in Philosophy
    1987 - 1991
    Bowdoin College - Brunswick, ME, USA
  • Project Management Professional (PMP)
    MARCH 2010 - PRESENT
    Project Management Institute (PMI)
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