logo
episode-header-image
Aug 19
44m 31s

Careers in Finance | Charlie Schilling

Corporate Finance Institute
About this episode

In this episode of Careers in Finance with CFI, we're joined by Charlie Schilling, the CEO of Macabacus. Charlie's career journey is a masterclass in navigating diverse industries, spanning investment banking, management consulting, and senior leadership roles at major companies like Bloomberg and General Assembly.

Join us as we unpack Charlie's remarkable path and get his unfiltered insights on:

  • Pivoting into Finance: The story of how a liberal arts major from Georgetown launched a career on Wall Street.
  • The Investment Banking Foundation: How his early years in banking built a foundation of both technical and invaluable soft skills.
  • Advisory vs. Operator: The crucial differences between advising a company from the outside and leading one from within.
  • Building Leadership: How to transition from an individual contributor to a C-suite leader, and the lessons learned along the way.
  • A CEO's Perspective: Charlie's leadership philosophy and his advice for aspiring leaders on navigating career pivots and managing change.

Whether you're starting your career or considering your next big move, Charlie's story offers powerful lessons on continuous learning, risk-taking, and the keys to long-term professional growth.

Up next
Nov 20
Corporate Finance Explained | The Financial Strategies of Subscription-Based Businesses
<p>FinPod: Subscription Economics: Mastering LTV, Churn, and Recurring Revenue</p><p>The Subscription Economy has fundamentally reshaped corporate finance, moving the focus from one-time sales to long-term customer relationships. For professionals in FP&amp;A, IR, and Corporate S ... Show More
18m 47s
Nov 18
Corporate Finance Explained | Corporate Tax Strategies
<p>Why do profitable giants like Apple and Amazon report billions in earnings yet often pay surprisingly low effective tax rates (ETR)? On this episode of Corporate Finance Explained on FinPod, we pull back the curtain on corporate tax strategy, focusing on legal optimization and ... Show More
15m 18s
Nov 13
Corporate Finance Explained | How Companies Manage Currency Risk
If you're a company operating globally, foreign exchange (FX) risk is a significant threat that can instantly erode profits and derail strategic forecasts. In this episode of Corporate Finance Explained on Finpod, we unpack how corporate treasury teams manage this constant volati ... Show More
20m 24s
Recommended Episodes
Jul 2024
224 Cate Faddis - The Leadership Journey
<p>Cate Faddis is in the midst of an interesting career and journey. She has spent over 25 years in investment management and financial services, working as a managing partner at Mason Capital Partners, and President and Chief Investment Officer at Grace Capital. Early in her car ... Show More
16m 50s
Sep 21
249 Austin Camporin - Successful Investment Management
From Dog Street to Wall Street. It's an annual event co-hosted by the Boehly Center for Excellence in Finance at the William & Mary School of Business and partner organizations on campus. The event introduces students to William & Mary alumni and industry guests who lead sessions ... Show More
18m 12s
Dec 2024
INDUSTRY S1E5 | "Learned Behaviour" Brexit Currency Implications, Bonuses, Mentorship & More!
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/2159526/open_sms">Send us a text</a></p><p>In this episode of the unofficial companion podcast for HBO Max&apos;s hit show &apos;Industry,&apos; we dive deep into the financial intricacies of Season 1, Ep ... Show More
1h 41m
Aug 25
#230 Five Keys to MBA Admissions Success with N'doli Jean-Hugues Cherif, Insead MBA '26
Darren talks with N'doli Jean-Hugues "Cherif," a French and Ivorian candidate who gained admission to both INSEAD and London Business School's MBA programs. Cherif, an older full-time MBA candidate with diverse experience across five roles - including audit, management consulting ... Show More
1h 26m
Sep 29
Breaking Into Wealth Management | Romy Cuadras, Pictet Wealth Management
In this episode, Anthony speaks with Romy Cuadras, Head of Alternatives and Fund Solutions at Pictet Wealth Management, about her unconventional path into finance and the lessons she’s learned across global markets.Romy shares how her Cuban heritage, resilience, and adaptability ... Show More
59m 12s
Dec 2024
TIP683: The Evolution of a Legend: Lessons from Charlie Munger’s Life and Investments w/ Kyle Grieve
In today's episode, Kyle Grieve explores the life of Charlie Munger, drawing insights from his biography Damn Right!. He’ll cover Charlie’s similarities and differences with Benjamin Graham, the value of dedicating an hour a day to thinking, the role of decisiveness and convictio ... Show More
1h 6m
Jul 2024
Rerun: Morgan Stanley Chair and CEO: Succession, culture, stress, and leadership
<p>Rerun:</p><p>James Gorman, one of the most successful CEOs in the world of banking, is stepping down as CEO and shares unique insights into the world of banking, investing, and leadership. He also shares how he reviews talent, and the immense stress and pressure that come with ... Show More
46m 50s
Oct 15
1135: Where Strategy Meets Finance in the Ad-Tech Revolution | Clayton Kossl, CFO, Basis Technologies
On his first day in investment banking, Clayton Kossl was “thrown right into the cauldron.” With few senior professionals in the small aerospace and defense group, junior bankers like him were expected to face company owners directly. “You had to understand the businesses inside ... Show More
42m 24s
Sep 1
Ohio State to RX Investment Banking at Ducera in NYC | Chat with Daniel Chen | WSO Academy
Over 100 networking calls, skipped meals, and 12-hour days from 10AM to 10PM… This is the brutal reality of investment banking recruiting — and how Daniel pushed through to land Ducera NYC. 🔥 Listen the full story to learn: Why early hustles matter more than you think How to bui ... Show More
25m 53s
Oct 2024
107. The Skinny On TWSS Update, Biodiversity, and Responsible Investing
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/2159526/open_sms">Send us a text</a></p><p>In today&apos;s episode of TSO we are joined by Jade Huang, Chief Investment Officer of Calvert Research Management. She breaks down what is going on right now a ... Show More
42m 32s