Charlene Cheng

Finance executive with 20+ years of experience leading finance functions across complex, multi-entity organizations. Proven track record in building scalable financial infrastructure, driving operational performance, and partnering with executive leadership to support strategic decision-making. Experienced in financial planning, forecasting, KPI development, and organizational transformation in growth-oriented environments.

Chief Financial Officer at American Chengyi Investment Management Group (2025)

• Led financial management, planning, and capital strategy across multiple investment and operating entities
• Built financial models and forecasting frameworks to support strategic decision-making and capital allocation
• Partnered with leadership and external stakeholders (banks, investors, legal advisors) to support financing and business growth
• Developed reporting and analysis to improve transparency, performance tracking, and investment evaluation
• Managed financial operations, budgeting, and financial reporting processes across the organization

Chief Financial Officer at ModWash (2023 – 2024)

• Led finance and accounting organization for a high-growth, multi-location operating business (100+ locations)
• Owned budgeting, forecasting, and performance management processes, improving visibility into operational and financial drivers
• Developed and automated executive reporting packages including KPI dashboards and variance analysis
• Drove operational efficiency by restructuring finance organization, reducing costs by $640K+
• Partnered with operations, HR, and external advisors to align financial strategy with business execution
• Strengthened financial controls, tax compliance, and reporting processes across the organization

Chief Investment Officer at StoryBuilt (2021 – 2023)

• Led strategic planning, capital allocation, and financial decision-making across a $3B+ development pipeline
• Built portfolio-level financial reporting and forecasting systems to support executive decision-making
• Standardized financial models and reporting frameworks across multiple business units
• Partnered with leadership and cross-functional teams to drive growth strategy and investment execution
• Oversaw financial performance tracking, risk management, and capital deployment strategies

Chief Financial Officer at Eastone Equities (2014 – 2021)

• Manage the financials, debt and equity financing, accounting, and controlling reporting with heavy involvement in administrative operations for the firm.
• Built and led finance and accounting function for a $500M+ portfolio, including FP&A, reporting, and treasury
• Owned budgeting, forecasting, and variance analysis processes to support operational and investment decisions
• Developed financial reporting and performance tracking systems to improve organizational transparency
• Managed banking relationships, liquidity planning, and capital structure decisions
• Partnered with leadership on cost optimization, operational improvements, and strategic initiatives
• Led financial due diligence, M&A activities, and investment execution

Sr. Associate, Advisory/Valuation at Deloitte Financial Advisory Services (2007 – 2014)

• Provided financial advisory, valuation, and consulting services to investment banks and private equity firms
• Worked with complex financial structures, asset portfolios, and reporting frameworks
• Developed analytical models and financial insights to support investment and strategic decisions
• Collaborated with audit, advisory, and client teams in a professional services environment

Asset Manager at Related Companies (2005 – 2007)

• Supported CFO and executive leadership with financial reporting, budgeting, and performance analysis
• Built reporting systems and operational dashboards across a large portfolio
• Partnered with cross-functional teams to improve financial visibility and decision-making

MBA in Finance – Case Western Reserve University (2004)

BA in Economics – National Tsing Hua University (2000)