Charles Gordon

Background

About Charles Gordon

I’m a Financial Operations Analyst at Charles Schwab, specializing in alternative investments, fund reconciliation, and regulatory compliance. With a strong foundation in financial systems and client servicing, I help ensure operational accuracy, timely fund processing, and protection of client assets through detailed oversight and collaboration. In my current role, I monitor general ledger accounts, verify transaction data, and ensure that all contributions, distributions, and dividends are properly coded and processed. My work directly supports the integrity of Schwab’s alternative investment offerings — from daily balancing to client reporting and tax compliance. I bring a critical thinking mindset, an eye for detail, and a deep commitment to process efficiency and client trust. Whether working in spreadsheets or coordinating across teams, I strive to make every transaction accurate, compliant, and on time.