A chartered financial analyst and Columbia/London Business School MBA, Charlie founded a consulting firm specializing in providing strategic and financial analysis. He also currently leads strategic initiatives at FreeWheel Media. Recently, Charlie’s work has included conducting equity research and valuing non-traditional data sets. He joined Toptal to help clients to leverage financial and strategic analysis to improve business results.
Conducted a top-to-bottom strategic review of operations division with one hundred members.
Worked with senior management to implement strategic changes resulting in a dramatic improvement in operating results.
Implemented GDPR- and SOC-compliant policies and procedures to improve corporate governance and reduce business risk.
Launched a project management office that resulted in operational efficiencies and better agility for the operations division.
Managed SOC and MRC audit including managing the relationship with third-party auditors.
Led the development of a sophisticated fraud-detection system, including instituting policies and procedures, managing off-shore development resources, and ensuring compliance with industry guidelines.
Spearheaded brand-safety and traffic analysis initiatives for a major adtech platform.
Oversaw an ongoing modernization project to improve the agility and efficiency of the department, including significant work in business process automation.
Led disaster-recovery enhancement efforts to mitigate business risk and ensure compliance with contractual obligations.
Focus areas: Business Advisory, Data Analysis, Data Modeling, International Data Privacy Regulations
Founder | Financial Analyst | Software Engineer
2002 - PRESENT
Seven Shadow, LLC
Developed equity-research reports used for investment decisions by investment funds.
Created an equity valuation framework and financial models to assess the fair-market prices of publicly-traded investments.
Supervised an investment portfolio of publicly-traded equities, cash equivalents, and real estate assets.
Managed residential rental property, including overseeing property managers, maintenance, financing, and budgeting.
Valued a nontraditional data set for a client based using both comparable data sets and bottom-up, industry-based research.
Developed a risk management information system with detailed analytics for a major engineering company that tracked hundreds of millions of dollars in risk and saved the company millions of dollars a year.
Responsible for all finance and accounting activities at a boutique consulting company, including capital allocation, financial statement development, budgeting and taxes.
Performed a scenario analysis for financial investments, including the development of Monte Carlo simulations.