Charles Richmond

Sr. Financial + Operations Analyst

Charles is an integral part of the Book+Street team. He supports clients with numerous projects including cash flow forecasts, cap tables, financial models, systems integrations, commission trackers and deal pipelines. His job to 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.

At OSU, Charles was a part of the Undergraduate Finance Association, where he gained a lot of useful and practical knowledge on the world of finance, and the chance to network and talk with other students and professionals. He developed a love of business in high school, planting the seed for his eventual major in Finance.

Charles earned a BS in Accounting from the Ohio State University.