Charlie Currie

Support firm’s FITS group targeting clients in the financial analytics space. Consult on pricing strategy, acquisition integration, and regulatory reporting solutions projects.

The Climatebase Fellowship is a 12-week, industry-oriented educational program consisting of a tailored curriculum, networking opportunities, and hands-on capstone project participation that is designed to help ambitious, mission-driven professionals supercharge their careers in climate. Focusing on energy, BESS, grids and transportation.

Selected by executive leadership team to lead the development and execution of innovative growth strategies in local currency emerging bond markets to address low market share; oversaw annual Strategy Update (Latam, EMEA, Asia Pac). Staff: 5. ►Developed acquisition and organic growth strategies to broaden geographic and product/service footprint. ✓Developed a framework for evaluating regional performance that drove a more strategic acquisition strategy. - Fueled a 167% increase in geographic footprint in Latin America. - Launched and promoted a new platform, Moody’s Local, to compete in the local currency debt market. - Expanded from 3 to 9 countries; captured #1 or #2 market position in all countries in Latin America. ✓Significantly lowered operational risk profile by creating a senior-level governance committee to monitor business performance across 10 joint venture investments.

Senior Vice President, Commercial Strategy and Strategic Initiatives | 2015–2019 Brought enhanced strategy and operational rigor to the department by identifying emerging risk verticals relevant to corporations and introducing risk and analytics and fintech solutions to help them assess, monitor and reduce these risks. Managed post-acquisition P&Ls. Acted as Chief of Staff; oversaw annual Strategic Plan and Investor Day processes. Staff: 5. ►Revamped annual strategic and forecasting planning process, creating a more disciplined approach to review existing opportunities, cultivate new opportunities, and improve executive decision-making. ✓Identified 3 new markets (ESG, Cyber, KYC) and closed 3 acquisitions as part of market entry strategies. Became #2 in ESG assessment space and created long-term cyber strategy, enabling first-mover position in the cyber assessment market. ✓Increased revenue growth and operating margins to 10% and 30% by sourcing/closing 3 acquisitions, enabling entry into high-growth emerging markets (India, Korea, Peru). ✓Improved customer satisfaction scores by 5% while reducing attrition by 4% by developing an online issuer portal prototype. ✓Executed partnership with Euler Hermes, a trade credit insurance company, to develop default data and credit ratings specifically tailored to attributes/ characteristics of small and medium enterprises (SMEs) in Europe. ✓Led strategic market assessments of the Project Finance, Insurance, and Private Markets to identify ways to compete more effectively, resulting in a 5% and 7% increase in global market share in the Insurance and Project Finance markets, respectively.

Developed growth strategies, including acquisition/partnership screening, valuation analysis, due diligence, competitive intelligence, contract execution, integration, and performance monitoring. Held full post-acquisition P&L accountability. Staff: 5. ►Led over a dozen acquisitions across multiple finance industry verticals, including economic data and forecasting, credit training, regulatory capital risk, insurance risk analytics, knowledge process outsourcing (“KPO”) and structured finance analytics. ✓Executed multi-year acquisition growth strategy (tripled revenues, improved CAGR 14%) to scale Moody’s Analytics business from a small research business to a separate, diversified financial data and analytics division. ✓Trimmed operating costs by 25% by acquiring and integrating 2 offshore low-cost-based solutions for managing junior-level analytics and research workflows.

✓Built local currency credit rating business growth strategy in emerging markets by acquiring rating agencies in China, South Africa, Czech Republic, Israel, Egypt, Colombia, and Chile. Led due diligence. ✓Ran the acquisition screening process and supported the acquisition process for several companies in the financial data and analytics space. ✓Developed a plan to formalize and document the acquisition process from target identification to closing, including required approvals.