Charles Harrison
Vice President at First Water Advisors- Claim this Profile
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Bio
Joe Kaluza
Charlie is a driven individual with exceptional organizational skills and motivation. While at the University of Houston, Charlie led a team of students in the creation of a business plan geared toward helping disabled students gain easier accessibility to their classes. Although the project was completed for a class, he went above and beyond, taking the project to business plan competitions, and researching actual feasibility. Charlie is a goal oriented individual, uniquely qualified for leadership and seeing complicated projects through to completion.
Troy H.
Charlie was a fantastic part of my team as an MBA Peer Advisor. His very strong analytical abilities and in depth knowledge of finance was a huge asset to our students. Charlie initiated projects, volunteered readily to lead the team, and juggled his role as an MBA student in a way that still amazes me. I highly recommend Charlie Harrison. -- Troy Hopkins, JD
Joe Kaluza
Charlie is a driven individual with exceptional organizational skills and motivation. While at the University of Houston, Charlie led a team of students in the creation of a business plan geared toward helping disabled students gain easier accessibility to their classes. Although the project was completed for a class, he went above and beyond, taking the project to business plan competitions, and researching actual feasibility. Charlie is a goal oriented individual, uniquely qualified for leadership and seeing complicated projects through to completion.
Troy H.
Charlie was a fantastic part of my team as an MBA Peer Advisor. His very strong analytical abilities and in depth knowledge of finance was a huge asset to our students. Charlie initiated projects, volunteered readily to lead the team, and juggled his role as an MBA student in a way that still amazes me. I highly recommend Charlie Harrison. -- Troy Hopkins, JD
Joe Kaluza
Charlie is a driven individual with exceptional organizational skills and motivation. While at the University of Houston, Charlie led a team of students in the creation of a business plan geared toward helping disabled students gain easier accessibility to their classes. Although the project was completed for a class, he went above and beyond, taking the project to business plan competitions, and researching actual feasibility. Charlie is a goal oriented individual, uniquely qualified for leadership and seeing complicated projects through to completion.
Troy H.
Charlie was a fantastic part of my team as an MBA Peer Advisor. His very strong analytical abilities and in depth knowledge of finance was a huge asset to our students. Charlie initiated projects, volunteered readily to lead the team, and juggled his role as an MBA student in a way that still amazes me. I highly recommend Charlie Harrison. -- Troy Hopkins, JD
Joe Kaluza
Charlie is a driven individual with exceptional organizational skills and motivation. While at the University of Houston, Charlie led a team of students in the creation of a business plan geared toward helping disabled students gain easier accessibility to their classes. Although the project was completed for a class, he went above and beyond, taking the project to business plan competitions, and researching actual feasibility. Charlie is a goal oriented individual, uniquely qualified for leadership and seeing complicated projects through to completion.
Troy H.
Charlie was a fantastic part of my team as an MBA Peer Advisor. His very strong analytical abilities and in depth knowledge of finance was a huge asset to our students. Charlie initiated projects, volunteered readily to lead the team, and juggled his role as an MBA student in a way that still amazes me. I highly recommend Charlie Harrison. -- Troy Hopkins, JD
Experience
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Vice President
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Jan 2019 - Present
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Moontown Sounds
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United States
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Musicians
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Head of Moonshots
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Nov 2021 - Present
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Accordion Partners
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United States
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Leasing Non-residential Real Estate
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1 - 100 Employee
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Associate
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Oct 2018 - Jan 2020
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Senior Associate
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Jul 2018 - Oct 2018
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Self-employed
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Real Estate
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1 - 100 Employee
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Independent Financial Consultant
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Aug 2014 - Jun 2018
I supported CFO's and businesses with forecasting, finance and accounting processes, project implementation and reporting. Projects included: accounting system implementation (Adaptive), transaction modeling, due diligence process support, cash forecasting, Power BI dashboard design. I supported CFO's and businesses with forecasting, finance and accounting processes, project implementation and reporting. Projects included: accounting system implementation (Adaptive), transaction modeling, due diligence process support, cash forecasting, Power BI dashboard design.
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CIBT
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United States
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Consumer Services
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500 - 600 Employee
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Director of FP&A
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Jan 2013 - Jul 2014
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Senior Manager of Analysis
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Feb 2012 - Dec 2012
ValuationAcquisition modeling and due diligenceManaging AnalystsProfitability analysis and modelingForecasting
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Senior Financial Analyst
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Jun 2010 - Feb 2012
Supported successful 2011 sale of CIBT to ABRY PartnersPerform daily analysis in support of senior managementTransaction AnalysisPricing AnalysisBudgetingWork with IT, accounting, and operations to standardize reporting across North America, Europe and AsiaCompile information for both internal and external reportingWorkforce modelingMarket evaluation
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University of Houston
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United States
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Higher Education
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700 & Above Employee
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MBA Peer Advisor
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Aug 2009 - Jun 2010
I acted as an advisor to first year, full-time MBA students on all aspects of MBA life, focusing on career development.
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MBA Candidate
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Aug 2008 - May 2010
I graduated in May of 2010 from The Bauer College of Business MBA program with a focus in finance. I maintained above a 3.8 GPA during my time at Bauer while working part time and serving as an advisor to the Cougar Investment Research Group.
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The Princeton Review
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United States
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Education Management
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700 & Above Employee
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Teacher/Tutor
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Aug 2008 - Aug 2009
Taught large classes of high school students SAT material and strategies. Tutored students individually in algebra 1, algebra 2 and geometry. Secured position with top 10% GMAT score Taught large classes of high school students SAT material and strategies. Tutored students individually in algebra 1, algebra 2 and geometry. Secured position with top 10% GMAT score
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Continental Airlines
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Airlines and Aviation
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700 & Above Employee
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MBA Analyst Intern, Labor Relations
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May 2009 - Jul 2009
Presented comprehensive benefit study findings to management Created financial reports for senior management in support of labor negotiations Used Hyperion data base system Monitored contract developments between industry competitors and organized labor groups Presented comprehensive benefit study findings to management Created financial reports for senior management in support of labor negotiations Used Hyperion data base system Monitored contract developments between industry competitors and organized labor groups
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Merrill Lynch
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United States
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Financial Services
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700 & Above Employee
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Financial Advisor
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Nov 2006 - Jun 2008
Managed client assets with team Analyzed model portfolio performance with Monte Carlo simulators Developed individual asset management strategies for clients Managed client assets with team Analyzed model portfolio performance with Monte Carlo simulators Developed individual asset management strategies for clients
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Planning Group International
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Advertising Services
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Site Surveyor and Draftsman
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May 2005 - Sep 2005
Planned new signage for the First American- Citibank conversion Supervised installation of signage Planned new signage for the First American- Citibank conversion Supervised installation of signage
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Education
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The University of Texas at Austin
BA, American Studies -
2008 - 2010
University of Houston
MBA, Finance -
2008 - 2010
University of Houston
Master of Business Administration - MBA, Finance
Community
