Areas of Expertise

• Financial Analysis and Financial Management
• Cashflow Forecasting
• Accounting for LP/GP Structures (including Parallel Fund Structures)
• Accounting for Complex Corporate Structures
• Performance Reporting
• Financial Reporting under IFRS; US GAAP and FRS 102

Overview

Charles is a Senior Client Accountant in the Oakbridge Corporate team.

Charles joined Oakbridge in 2024 with 4 years of experience in financial accounting and reporting. Charles’ role is to be the main point of contact for related accounting and reporting queries for corporate structures and liaise with auditors for statutory audited financial statements. This includes various tasks including financial statements preparation, cashflow forecasting, preparation of complex funding and distribution calculations, management reporting across multiple corporate structures and maintaining relationships with external auditors.

Qualifications & Memberships

Charles is a Member of the Association of Chartered Certified Accountants.