Matt McConnell
Anaheim,USA
Summary
Dynamic Director of Finance with a proven track record in leadership and financial management. Expertise in guiding finance teams, establishing effective financial controls, and enhancing executive decision-making processes to drive organizational success. Extensive experience across Finance, Sales, Business Development, Account Management, and Marketing within both service and manufacturing sectors. Committed to leveraging strategic insights to foster growth and achieve ambitious business objectives.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Director of Finance & Development
Electrical Contractor
Fullerton, California
08.2021 - 12.2024
- Company Overview: $100,000,000 Revenue, Fullerton, California
- Performed risk management by monitoring exposures related to operations, investments, capital assets and legal agreements
- Identified and implemented changes to improve operational decision-making
- Managed and maintained relationships with financial institutions, including banks and lenders, ensuring favorable terms and conditions
- Partnered with senior executives to develop long-term business plans that support organizational growth objectives
- Directed the development of cash flow projections and monitored actuals against plan
- Participated in strategic planning sessions providing insights into potential risks and rewards associated with various options
- Directed IT Manager on special projects related to finance, accounting and overall company goals
- Provided leadership in developing budgeting processes and forecasting models
- Financial data analyzed to identify trends, variances, opportunities for improvement and develop strategies to optimize performance
- Oversaw accounts receivable and payable functions include billing customers, processing payments, collections activities and vendor relations
- Evaluated financial reporting systems, accounting and collection procedures, and investment activities and made recommendations for changes to procedures, operating systems, budgets and other financial control functions
- Planned, directed and coordinated risk and insurance programs of establishments to control risks and losses
- Directed insurance negotiations, selected insurance brokers or carriers, and placed insurance
- $100,000,000 Revenue, Fullerton, California
Owner
Equip-Max
Brea, California
- Company Overview: Distributor of industrial products concurrent with IAC Industries, Inc
- Managed the daily operations related to customer service, inventory management, and marketing
- Managed budgets effectively by accurately forecasting expenses and revenues
- Developed print advertising, social media campaigns, and networking events to deliver messages to target audience
- Created innovative marketing plans to drive business growth
- Conducted market research studies to analyze consumer preferences
- Monitored industry trends to identify opportunities for improvement
- Provided strategic direction for the organization's long-term goals and objectives
- Developed and monitored established goals and strategies to advance the corporate mission
- Organized and guided activities such as sales promotions requiring coordination with IAC Industries, Inc
- Distributor of industrial products concurrent with IAC Industries, Inc
Sales and Marketing Director
IAC Industries, Inc.
Goodyear, Arizona
- Company Overview: Manufacturer of Industrial Furniture
- Generated monthly reports to monitor product performance, sales and market trends
- Leveraged market and customer insight data to develop marketing and sales strategies
- Delivered compelling sales presentations demonstrating expert product knowledge
- Met marketing and sales financial objectives by forecasting requirements and preparing annual budgets
- Analyzed competitors' activities to gain an advantage in the marketplace
- Implemented performance improvement programs to meet and exceed sales goals and improve marketing effectiveness
- Organized promotional events and campaigns to promote products or services
- Established relationships with key industry contacts to generate leads and close deals
- Utilized social media tools and marketing platforms to help drive company awareness
- Organized networking events aimed at connecting potential customers with existing clients
- Utilized data analysis tools such as Excel to interpret trends in the market
- Conducted market research to identify potential opportunities for product expansion
- Implemented processes that improved efficiency while reducing costs associated with sales operations
- Developed brand positioning and strategies to enhance brand value and equity
- Planned trade shows and conventions by coordinating logistics including travel arrangements, accommodations, and catering services
- Managed sales team to consistently achieve growth and hit sales targets
- Developed sales team through motivation, counseling and product knowledge education
- Determined price schedules and discount rates
- Monitored costs, competition and supply and demand to establish and adjust selling prices
- Oversaw regional and local sales managers and staff
- Worked with manufacturing, engineering and sales personnel to design custom applications to fulfill customer needs
- Manufacturer of Industrial Furniture
Education
Bachelor of Administration - Business Administration - Finance
California State University, Fullerton
Fullerton, CA09.2021
Skills
- Organizational skills
- Reliability
- Business and customer relationship development
- Financial and business forecasting and planning
- Team management
- Risk Assessment
- Multitasking
- Business Process Improvement
- Sales Professional
- Strategic Financial Planning
- Cross-functional team leadership
- Microsoft office
Certification
Insurance Producer License, 0G09007, 10601754, Life, Accident & Health or Sickness
Affiliations
Dedicated Family Man
Coaches kids Soccer and Football teams
Often dedicates time to charity
Timeline
Director of Finance & Development
Electrical Contractor
08.2021 - 12.2024
Owner
Equip-Max
Sales and Marketing Director
IAC Industries, Inc.
Bachelor of Administration - Business Administration - Finance
California State University, Fullerton
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