Matthew Calloway
Cumming,Georgia
Summary
Highly skilled and motivated leader with more than 15 years of success in deepening relationships with senior executives, cross functional teams, and external clients. Action-oriented and self motivated individual with significant experience with managing multimillion-dollar business long-rang planning, forecasting, and budgeting operations. Successfully create, implement, and optimize financial modeling tools in Excel and FP&A software systems. Skilled in building frameworks to cultivates cohesive teams to meet and exceed goals.
Overview
16
16
years of professional experience
Work History
Relationship Manager
Abacus Advisors
2018.03 - Current
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Negotiated pricing and scope of work agreements with with current and existing clients.
- Built rapport with prospective clients through effective networking events, conferences, and industry gatherings.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Developed and cultivated strong relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Coordinated regular meetings with clients to review performance metrics and discuss their business goals.
Director of Finance
McKesson Technology Solutions
2017.11 - 2018.03
- Collaborated with executive leadership team in developing long-term financial goals, ensuring alignment with overall business objectives.
- Lead role with business unit FP&A teams on storylines around variances to prior year, prior forecast, and plan
- Lead role in development and maintenance of all Excel templates (walks, risk and opportunity assessments, etc.), PowerPoint presentations, and narrative explanation of results
Senior Finance Manager
McKesson Technology Solutions
2015.05 - 2017.11
- Develop and manage annual budgeting and forecasting processes.
- Develop financial models and analyses to support strategic initiatives.
- Provided training to 100+ finance individuals regarding new policies, financial models and financial reporting system enhancements ( (IBM Cognos – TM1).
- Responsible for MTS Division consolidation and financial reporting and analysis.
- Worked directly with business unit CFO’s to ensure consistent and accurate forecasting on a monthly basis
- Lead a team of Sr. analysts, with responsibilities for reporting, segment consolidation and monthly and Ad Hoc Analysis
Finance Manager
United Parcel Service, UPS
2013.04 - 2015.04
- Managed publication of executive overviews and detailed reporting packets to keep executive leadership team up to date on variances to internal forecasts and external consensus
- Created and managed financial models that streamlined forecast and budgeting processes, resulting in reduced time spent on manual tasks and improving data accuracy.
- Recruited, hired, and trained a team responsible for execution of financial planning and reporting activities including enterprise Profit plan and non-operations annual budgeting process
- Supported executive decision-making with ad-hoc analyses, highlighting potential risks, opportunities, and areas for improvement.
Senior Financial Analyst
United Parcel Service, UPS
2010.12 - 2013.04
- Provided valuable insights by leading monthly variance analysis reviews between actual results and budget/forecast expectations.
- Enabled informed decision-making by presenting key findings from complex data sets in clear, concise formats for senior leadership team members.
Financial Analyst
United Parcel Service, UPS
2008.01 - 2010.12
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Collected data and developed detailed spreadsheets to identify trends and create profitability, and expense forecasts.
- Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
Education
Bachelor Of Business Administration -
Georgia State University
Atlanta, GAMaster Of Business Administration -
Valdosta State University
Valdosta, GASkills
- Business Analysis
- Organizational Development
- Budget Planning
- Data Analytics
Timeline
Relationship Manager
Abacus Advisors
2018.03 - Current
Director of Finance
McKesson Technology Solutions
2017.11 - 2018.03
Senior Finance Manager
McKesson Technology Solutions
2015.05 - 2017.11
Finance Manager
United Parcel Service, UPS
2013.04 - 2015.04
Senior Financial Analyst
United Parcel Service, UPS
2010.12 - 2013.04
Financial Analyst
United Parcel Service, UPS
2008.01 - 2010.12
Bachelor Of Business Administration -
Georgia State University
Master Of Business Administration -
Valdosta State University
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