Accounting & Business Strategy
Charles
Marshall

Undergraduate financial researcher at IUP. Focused on forensic accounting, capital allocation, and the decisions that shape industries.

★ Dean's List · Fall 2025
Early MBA Admission · Eberly CoB
PEA Best Paper Presenter
AICPA · PICPA · PEA Member
Charles Marshall
Currently
Available · Summer 2026
$43B
Boeing Buybacks Analyzed
11yr
Research Study Period
2×
Conference Presentations
3+
Professional Memberships
About Me

Finance, strategy, and the numbers that matter

Charles Marshall
Charles Marshall · IUP · Class of 2028

I'm Charles Marshall,
undergraduate financial researcher

A sophomore at Indiana University of Pennsylvania studying Accounting. I'm on the Dean's List, enrolled in the MBA early admission track, and a student affiliate of the AICPA, PICPA, and Pennsylvania Economic Association.

My research on Boeing's capital allocation strategy — supervised by Dr. Veronica Paz — is the clearest example of what drives me: using primary financial data to tell a story that matters. I've presented this work at the PEA Best Undergraduate Paper Contest and will present again at the U-SOAR Research Conference in August 2026.

I'm actively looking for internship opportunities in corporate finance, financial analysis, or investment research where I can contribute real analytical work from day one.

University
IUP · Eberly CoB
Standing
Sophomore
Major
Accounting
Status
Available · Summer '26
Financial Research

Primary-source forensic accounting analysis

Featured Research · 2025–2026 · Indiana University of Pennsylvania
Trading Tomorrow for Today: An Analysis on Boeing's Capital Allocation Strategy
Faculty Advisor: Dr. Veronica Paz

A forensic accounting analysis using primary SEC 10-K filings to examine Boeing's decision to prioritize shareholder buybacks over research and development — and how this compares against Airbus across an 11-year study period. The research uncovers how short-term financial engineering reshaped one of America's most consequential corporations.

Forensic Accounting
SEC 10-K Filings
Capital Allocation
Airbus Comparison
Data Visualization
PEA Best Paper
↓ Download Paper ↗ View Paper
$43.4B
Boeing Stock Buybacks · 2013–2019
$21.8B
Boeing R&D Investment · Same Period
11yr
Study Period · 2014–2025
Conference Presentations
May 2026
PEA Best Undergraduate Paper Contest

Pennsylvania Economic Association annual conference. Presented "Trading Tomorrow for Today" and served as paper discussant for a fellow undergraduate presenter.

Paper Presenter + Discussant
August 2026 · Scheduled
U-SOAR Undergraduate Research Conference

IUP undergraduate research symposium. Poster presentation of Boeing capital allocation research supervised by Dr. Veronica Paz.

Poster Presentation
Education & Achievements

Academic trajectory

Expected May 2028
B.S. in Accounting
Indiana University of Pennsylvania · Eberly College of Business

Accounting major with a focus on corporate finance and financial statement analysis at the Eberly College of Business.

★ Dean's List · Fall 2025
Early Graduate Admission · Expected 2029
Master of Business Administration
Eberly College of Business · IUP

Accelerated graduate pathway for high-performing undergraduates. Eligible to begin MBA coursework prior to completing the undergraduate degree.

Professional Memberships · 2026–Present
AICPA · PICPA · PEA
Student Affiliate & Member

Student affiliate of the American Institute of CPAs, the Pennsylvania Institute of CPAs, and the Pennsylvania Economic Association.

Certifications & Professional Development
McGraw Hill · February 2026
Essential Skills in Microsoft Excel
ID: 173483413
McGraw Hill · January 2026
Essential Skills in Generative AI
ID: 172763109
IUP · April 2026
Artificial Intelligence (AI) Summit
ID: 180105509
Professional Memberships
American Institute of CPAs (AICPA)
Student Affiliate
2026 – Present
Pennsylvania Institute of CPAs (PICPA)
Student Member
2026 – Present
Pennsylvania Economic Association (PEA)
Student Member
2026 – Present
Skills & Philosophy

What I bring to the table

The numbers in a financial statement are not just figures — they are decisions. Every allocation tells a story about what a company values, and what it's willing to sacrifice.
Charles Marshall · Boeing Research, 2026
Financial Statement AnalysisAdvanced
Forensic AccountingProficient
Capital Markets ResearchProficient
SEC 10-K Filing AnalysisProficient
Data VisualizationProficient
Academic & Business WritingAdvanced
Financial Modeling · ExcelCertified
Generative AI ToolsCertified
Relevant Coursework
Principles of Macroeconomics
Principles of Microeconomics
Business Applications Using Excel
Calculus
Financial Accounting
Additional coursework in progress
Curriculum Vitae

Full academic record

Charles Marshall — Full CV

Complete curriculum vitae covering academic record, research, conference presentations, professional memberships, and certifications.

↓ Download CV ↗ View CV
Education
B.S. Accounting · Early Graduate Admission (MBA)
Indiana University of Pennsylvania · Expected 2028 / 2029
Honors
Dean's List · Fall 2025
IUP · Credential ID: 171191985
Research
Trading Tomorrow for Today: Boeing's Capital Allocation
2025–2026 · Advisor: Dr. Veronica Paz · IUP
Conferences
PEA Best Paper Contest · U-SOAR Research Conference
May 2026 · August 2026 (Scheduled)
Memberships
AICPA · PICPA · Pennsylvania Economic Association
Student Affiliate / Member · 2026–Present
Certifications
Excel Specialist · Generative AI · AI Summit
McGraw Hill & IUP · 2026
Get In Touch

Let's connect

Actively seeking internship opportunities in corporate finance, investment analysis, or financial advisory for Summer 2026. Open to conversations about research, business strategy, or collaboration.

Emailcharlesdm06@gmail.com→ LinkedIncharlesdmarshall→
LocationIndiana, Pennsylvania
StatusAvailable · Summer 2026
Send a Message

© 2026 · Indiana, Pennsylvania · Accounting & Business Strategy