Charles M. Email & Phone Number

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 stakeholders, including investors and financial institutions.

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 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 $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.• Ensure compliance with financial policies by analyzing treasury, cash management, investment portfolio, risk management.• Conduct enterprise risk management report for all business functions (accounting, treasury, 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.• Research, design, and execute reports in collaboration with different departments to ensure compliance monitoring.Corporate Strategy, Financial Planning & M&A Valuation – Clients: Private Equity Groups• Advised executives on financial planning, strategy, and operations.• 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 financing partners.Asset Valuation and Credit Assessment – Clients: Law Firms • Provide expert credit assessment reports to evaluate financial condition of companies considered for use in litigation cases. Show less

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 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 production.• Formed connections with M&A bankers and industry reps to remain current on market conditions. Show less

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 Compliance Officer• 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 portfolios, balance sheets, and income statements.Trader and Compliance Officer• 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 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

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 reduce costs.

Master Of Business Administration - Mba, International Business

Bachelor Of Arts - Ba, Psychology, Cum Laude