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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. 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: Budgeting, Fundraising, Financial Planning & Analysis (FP&A)
  • 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
  • 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
  • Director of Analysis and Product
    2012 - 2017
    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
  • 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
  • Chartered Financial Analyst (CFA)
    CFA Institute
  • Project Management Professional (PMP)
    MARCH 2010 - PRESENT
    Project Management Institute (PMI)
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