
Charlie Liu
Chief Happiness Officer
Uses decades of expertise and honed skills from hundreds of projects to steer startups toward success. Brings his passion for educating companies on FP&A best practices to facilitate growth.
More about CharlieMCC, originally Monte Carlos Consulting, was founded by Charlie Liu with Eugene Cheng and Peter Lay. The team includes former CFOs and finance leaders, and people who helped build the platform we work in.
Day to day, you'd work with our delivery team of finance and data specialists, not just the founders. Your first call is with Jacob Kim, our Head of Business Development and Revenue.

Chief Happiness Officer
Uses decades of expertise and honed skills from hundreds of projects to steer startups toward success. Brings his passion for educating companies on FP&A best practices to facilitate growth.
More about Charlie
Chief Customer Officer
With over a decade of experience as a Professional Services leader in the CPM and tech space, Eugene is renowned for simplifying complex technical challenges and delivering exceptional value.
More about Eugene
Chief Operating Officer
With 12 years of CPM experience and implementation expertise in Netsuite, SAP, Prophix and Vena.

Head of Adoption
Throughout his career, Dan has been dedicated to helping businesses make stronger, data-driven decisions.

Head of Client Success
A seasoned CPM leader with 10+ years of expertise in financial software implementation and leadership.

Head of Business Development and Revenue
We've lived the pressure of a group close and a revenue plan due on Monday, as CFOs and finance leaders ourselves. So we build systems finance teams actually like using, and we hand them over properly.
Headquartered in Toronto, with a team across nine countries and clients across North America, the UK and Europe, Latin America, the Middle East and Asia Pacific.
Headquarters: 280 Simcoe Street, Toronto, Ontario, Canada
Team in: Canada, USA, Spain, Ukraine, Brazil, South Africa, Colombia, India, Philippines
Vena Solutions, 2025
Vena Solutions, 2025
Vena Solutions
Source: award announcement.
Four values we hold ourselves to, and that clients should be able to hold us to.
Clear communication and integrity in every interaction, including when the answer is no.
Customers and our own team before short-term profit.
Set ambitious targets, execute with urgency, and treat a miss as something to learn from.
Act with speed and confidence, and don't let an opportunity pass while waiting for perfect.
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