Charles Bocquentin has specific expertise in financial modeling, strategic dashboards, and process automation. He has created many different types of dashboards for his clients including Power BI dashboards, dashboards to visualize corporate expenses by department and vendor, and Inventory dashboards to help clients identify production batches linked to return merchandise authorization issues.

Charles is adept at transaction modeling, having developed transaction models based on a variety of valuation methods, scenarios, and sensitivities. Having served as Director of Financial Planning & Analysis (FP&A) for a venture backed tech startup and, later, for a maritime company, he built an entire FP&A platform from scratch. This included Netsuite implementation, building the company models, developing multiple dashboards, and helping to automate numerous processes.

Charles began his career as an M&A investment banker advising on $15bn+ of transactions. He also worked for the Financial Modeling & Data Analytics team at a Big 4. Charles competed in the Financial Modeling World Championship in Excel, ranking among the top 20%.