Charles M.
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Charles M. Email & Phone Number

Proven Executive: Financial Strategy, Financial Planning/Analysis, Treasury, Accounting, Risk Management, Operations, Compliance at McChrystal Group
Location: Falls Church, Virginia, United States 5 work roles 2 schools
1 work email found @mcchrystalgroup.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Work email c****@mcchrystalgroup.com
LinkedIn Profile matched
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Current company
Role
Proven Executive: Financial Strategy, Financial Planning/Analysis, Treasury, Accounting, Risk Management, Operations, Compliance
Location
Falls Church, Virginia, United States
Company size

Who is Charles M.? Overview

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Quick answer

Charles M. is listed as Proven Executive: Financial Strategy, Financial Planning/Analysis, Treasury, Accounting, Risk Management, Operations, Compliance at McChrystal Group, a company with 85 employees, based in Falls Church, Virginia, United States. AeroLeads shows a work email signal at mcchrystalgroup.com and a matched LinkedIn profile for Charles M..

Charles M. previously worked as VP of Finance at Mcchrystal Group and CFO and Co-Founder at Albero Llc. Charles M. holds Master Of Business Administration - Mba, International Business from University Of Denver - Daniels College Of Business.

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Email format at McChrystal Group

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*@mcchrystalgroup.com
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Profile bio

About Charles M.

Self-directed and driven finance executive with comprehensive accomplishments leading financial strategy, risk-management, and cross-functional teams. Innovative thinker with strong finance and operations acumen. Demonstrated success in developing and executing plans in complex, regulated organizations. Recognized for implementing impactful strategies by analyzing details to understand competitors, emerging trends, and stakeholder needs. Highly organized, creative problem-solver who excels at guiding teams through challenging projects. Expertise in managing and advising clients in multifaceted financial operations, acquisition strategy, integration, restructuring, and advising C-level executives and board of directors.Accomplishments• Evaluate, plan, and implement financial management of $100B institution and advise the CFO, CRO, and the Risk Committee.• Ensure financial compliance with policies and planning by analyzing treasury, cash management, investment portfolio, and financial risk management.• Write a financial risk management report for all business functions (finance, accounting, operations) by collaborating with multiple departments; present findings and recommendations to executives and the board of directors.• Create asset allocation performance report with metrics on income, balances, returns, cost of funds, risks, and attribution.• Guided business strategy, financial modeling, investment analysis, capital budgets, on-site acquisition due diligence, integration of acquired small and medium enterprises, and delivered performance data to private equity partners.• Reviewed complex corporate and structured finance partnerships.• MBA, Master of International Business Administration, University of Denver,

Listed skills include Financial Modeling, Strategy, Finance, Corporate Finance, and 16 others.

Current workplace

Charles M.'s current company

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McChrystal Group
Mcchrystal Group
Proven Executive: Financial Strategy, Financial Planning/Analysis, Treasury, Accounting, Risk Management, Operations, Compliance
alexandria, virginia, united states
Employees
85
AeroLeads page
5 roles · 25 years

Charles M. work experience

A career timeline built from the work history available for this profile.

Vp Of Finance

Current

Alexandria, VA

Oversee all domestic and international financial aspects of McChrystal Group. Manage financial planning, risk management, record-keeping, and financial reporting while guiding the strategic insights and analysis to guide the company's growth and profitability. All while ensuring compliance with financial regulations and maintain strong relationships with.

Dec 2022 - Present

Cfo And Co-Founder

Washington D.C. Metro Area

  • Consulting firm advising businesses, private equity groups, law firms, and banks on financial operations and business strategy. Business Strategy, Financial Planning & Analysis
  • Conducted internal business strategy, financial planning and analysis, accounting, and treasury operations.
  • Executive leadership of various consulting projects with diverse teams of up to ten staff. Treasury, Enterprise/Financial Risk Management – Clients: International businesses up to… Show more Consulting firm advising.
  • Executive leadership of various consulting projects with diverse teams of up to ten staff. Treasury, Enterprise/Financial Risk Management – Clients: International businesses up to $100B
  • Evaluate, plan, and implement financial management within companies and advise the CFO, CRO, and the Risk Committee.
  • Lead cross-functional team to work on internal policies, strategies, and deliverables mandated by senior management.
2008 - Dec 2022

Senior Analyst

Washington DC-Baltimore Area

  • Private equity, hedge fund, and mergers and acquisitions(M&A) firm specializing in sells side M&A transactions.
  • Provided financial and strategic options to both Private Equity and M&A business clients.
  • Contributed $5 million in revenue by working through 6 transactions from inception to completion.
  • Completed numerous business valuations through examinations of current and historical financial statements, legal and corporate structure and other due diligence document… Show more Private equity, hedge fund, and.
  • Completed numerous business valuations through examinations of current and historical financial statements, legal and corporate structure and other due diligence document production.
  • Formed connections with M&A bankers and industry reps to remain current on market conditions. Show less
2007 - 2008 ~1 yr

Fixed Income Trader, Investment Adviser, And Compliance Officer

Bnk Advisory Group

Bethlehem, Pennsylvania, United States

  • An investment advisor and broker-dealer with $3.5B assets under management specializing in improving banks through trading & analysis of investment portfolios, balance sheets, and income statements.Trader and.
  • Developed finance, lending, portfolio management, risk management, compliance, and investment strategies and policies for clients and present results to CEOs, CFOs, and their board of directors.
  • Executed fixed income, equity, and money market trades for… Show more An investment advisor and broker-dealer with $3.5B assets under management specializing in improving banks through trading & analysis of investment.
  • Executed fixed income, equity, and money market trades for clients as a FINRA/SEC registered Trader, Investment Adviser.
  • Created performance and valuation reports, balance sheet stress tests as part of risk management strategies for clients.
  • Invited to speak at conferences and banker association meetings for CEO’s and CFO’s. Show less
2004 - 2007 ~3 yrs

Business Consultant

Blue Line Management

Denver Metropolitan Area

  • Provided business consulting to local and global companies on strategy and expanding to international markets.Business Consultant
  • Provided local and multinational organizations advice on business development, products development, penetrating international markets, operations, financial analysis, and restructuring guidance to increase revenue and.
2001 - 2004 ~3 yrs
Team & coworkers

Colleagues at McChrystal Group

Other employees you can reach at mcchrystalgroup.com. View company contacts for 85 employees →

2 education records

Charles M. education

FAQ

Frequently asked questions about Charles M.

Quick answers generated from the profile data available on this page.

What company does Charles M. work for?

Charles M. works for McChrystal Group.

What is Charles M.'s role at McChrystal Group?

Charles M. is listed as Proven Executive: Financial Strategy, Financial Planning/Analysis, Treasury, Accounting, Risk Management, Operations, Compliance at McChrystal Group.

What is Charles M.'s email address?

AeroLeads has found 1 work email signal at @mcchrystalgroup.com for Charles M. at McChrystal Group.

Where is Charles M. based?

Charles M. is based in Falls Church, Virginia, United States while working with McChrystal Group.

What companies has Charles M. worked for?

Charles M. has worked for Mcchrystal Group, Albero Llc, Hovde Financial Inc, Bnk Advisory Group, and Blue Line Management.

Who are Charles M.'s colleagues at McChrystal Group?

Charles M.'s colleagues at McChrystal Group include Neo Kapoor, Maraya Massin-Levey, Pmp, Ed Reinfurt, James Mcelroy, and Maryam Shariati, Ph.D..

How can I contact Charles M.?

You can use AeroLeads to view verified contact signals for Charles M. at McChrystal Group, including work email, phone, and LinkedIn data when available.

What schools did Charles M. attend?

Charles M. holds Master Of Business Administration - Mba, International Business from University Of Denver - Daniels College Of Business.

What skills is Charles M. known for?

Charles M. is listed with skills including Financial Modeling, Strategy, Finance, Corporate Finance, Management Consulting, Restructuring, Capital Markets, and Due Diligence.

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