Charles Strout, Finance Expert in New York, NY, United States
Charles Strout

Finance Expert in New York, NY, United States

Member since January 9, 2017
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.
Charles is now available for hire

Career Highlights

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Case studies



  • Data Quality Officer | Director, IT Compliance

    2017 - PRESENT
    FreeWheel Media, Inc. (a Comcast Company)
    • 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: International Data Privacy Regulations, Data Modeling, Data Analysis, Business Advisory
  • 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.
    Focus areas: Financial Planning & Analysis (FP&A), Three-statement Modeling, Equity Research, Holochain, Entrepreneurship
  • Advisor

    2018 - 2019
    • Built a financial model and pro-forma financial statements for an adtech startup in the OTT-advertising industry.
    • Managed finances, including developing financial statements and assessing capital allocation alternatives.
    • Led internal operations and contributed to the overall company strategy.
    • Carried out fundraising efforts, including pitch deck creation, business plan development, and investor outreach.
    • Advised startup on technology and product strategy, including how to leverage cloud services effectively and ensure appropriate internal IT controls.
    • Conducted strategic assessment for an adtech startup.
    Focus areas: Financial Planning & Analysis (FP&A), Fundraising, Budgeting
  • CEO

    2012 - 2017
    Prudena, Inc.
    • Worked as the manager of an online equity research platform that specialized in providing automated financial statement analysis.
    • Developed sophisticated financial statement analysis tools to save equity researchers time and provide unique insights.
    • Coordinated with university finance professors and external advisers on the development of financial research platform.
    • Wrote equity research reports for investors and edited research reports from freelance analysts.
    • Developed a financial model and forecasts for a fintech startup.
    • Managed finances and created financial statements for a fintech startup.
    • Developed a pricing model for an online subscription software business.
    • Carried out fundraising activities and developed pitch-deck for investors for an early-stage startup.
    • Conducted market research and evaluated product-market fit for a suite of equity research tools.
    • Managed partnerships, third-party data providers, and vendors for a fintech startup.
    Focus areas: Fintech, Equity Research


  • Master of Business Administration (MBA) Degree in Finance
    2010 - 2012
    London Business School - London, UK
  • Master of Business Administration (MBA) Degree 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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