Financial Models in Excel with Charles Richmond

Meet Your Instructor

Charles works at Book+Street as the Manager of Financial Planning and Analysis. He supports clients with numerous projects including cash flow forecasts, cap tables, financial models, systems integrations, commission trackers and deal pipelines. His job is two-fold as he also supports the internal team with operational systems and KPI reporting. In his role, Charles has also taken on the responsibility of mentoring and managing our analysts and interns. He finds immense satisfaction in bridging the gap between classroom learning and real-world applications. Prior to joining Book+Street, he was a Financial Planning and Analysis Intern at Libbey Glass where he was responsible for reporting on financial actuals each month, identifying low-margin SKUs in order to make the projection process more efficient and streamlined, and maintaining and rolling over projections month-to-month. Charles earned a BS in Finance from the Ohio State University. When he’s not working, Charles loves going to the movie’s with his fiancee, playing video games, and hanging out with his two cats.