Charlie is an Analyst in Accordion’s Strategic Finance practice, having completed the firm’s 18-month rotational analyst program across Operational & Technical Accounting, Strategic Finance, and Transformation. His cross-functional exposure has positioned him to support portfolio companies across a range of industries, including healthcare, retail, manufacturing, tourism, and education.
Charlie’s project experience spans financial modeling, performance benchmarking, and commercial analytics. He has developed bottoms-up forecast models and three-statement models for healthcare portfolio companies and conducted corporate allocation analyses to support management decision-making. Charlie has also led independent benchmarking workstreams — delivering a focused sprint engagement for a public manufacturing company and building a comprehensive Power BI dashboard for a tourism portfolio company.
His commercial finance experience extends to marketing performance analysis, where he has built end-to-end marketing forecast models incorporating ROAS and incrementality analysis to optimize spend allocation and quantify EBITDA impact.
Charlie holds a B.S. in Finance from Wake Forest University’s School of Business (2024) and is currently pursuing blockchain certification, expected mid-to-late 2026.