Charles Carrier

Chief Financial Officer

North Dallas

25+ years of experience


  • 25+ Years of Accounting & Finance Experience

    including financial planning and analysis, financial reporting, P&L responsibility, change management, budget planning, and strategic planning​

  • Strong Banking & Treasury Expertise

    including strategic financial leadership for $1.5B Asset Owner business line ​

  • Cleanup & Process Improvement Leader​

    streamlining processes to achieve margin expectations​


  • Led annual budget process and developed forecasts

  • Conducted portfolio reviews and provided client financial metrics to Sr. leadership

  • Provided analysis of month-end results and presented financial reviews

  • Supervised a team of 7 financial analysts, financial controllers, and business analysts assisting in the collection and analysis of financial metrics and business case information. 

  • Prepared monthly P&L reports and developed financial forecasts. 

  • Oversaw daily general ledger entries, cash reconciliations, and balance reporting.

  • Conducted a monthly reconciliation of variance commentary; submitted data to a corporate reporting team. 


  • Drove strategic financial leadership for the $1.5B Asset Owner business line at Bank of New York Mellon’s Investment Services division. 

  • Implemented a monthly accrual process for Money Market Liquidity fees, adding $5M to the division’s P&L. Partnered with sales to drive an increase in income of $7M. 

  • Led a P&L restructuring project that affected $4B in fee revenue; implemented product-level reporting and remapped client revenue reporting globally across multiple legal entities.

  • Implemented a monthly accrual process for Money Market Liquidity fees, resolving a lag period in reconciling funds received from third parties and adding $5M to the division’s P&L. 

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