Equity Methods
Charles Chen is a skilled finance professional with extensive experience in consulting and financial analysis. Currently serving as a Consultant at Equity Methods since August 2022, Charles manages SBC reporting advisory for six Fortune 500 clients, providing insights on expenses and forecasting. Previous roles include Research Analyst at MARV Capital, where contributions supported the foundation of a Fintech start-up, and Analyst at Meliora Fund, focusing on equity research and financial modeling. Charles has also held positions as a Teaching Assistant at the University of Rochester, Equity Research Intern at Essence Securities, and Audit Intern at PwC, showcasing a strong background in financial reporting, analysis, and education. Charles holds a Master of Science in Finance from the University of Rochester and additional degrees from Shanghai Advanced Institute of Finance and Shanghai University of Finance and Economics.
This person is not in any offices
Equity Methods
Equity Methods provides valuation, financial reporting, and human resources advisory services related to equity compensation and other complex securities. At Equity Methods, we believe in the power of equity-based compensation to advance a company’s strategy. We tailor reports and the processes that produce them to your specific award type, compliance objectives, reporting requirements, and systems. Since 1998, we have assisted 29 Fortune 100 companies and over 400 clients with their most pressing equity compensation valuation and reporting challenges. From pre-grant Monte Carlo modeling for relative TSR awards to end-to-end financial reporting, we’re dedicated to bringing insight, control, and expanded capability to financial reporting. The Equity Methods team is proud to have been rated first among financial reporting service providers for client satisfaction and loyalty in the 2020 Group Five Stock Plan Administration Benchmarking Study. We're seeking collaborative, intellectually curious professionals for a variety of roles. Please apply online at http://www.equitymethods.com/careers.