Matthew Darling
Central Islip,NY
Summary
Dynamic and Adaptable Senior Manager with 16+ years in Corporate FP&A and strategic roles in Investor Relations. Headed FP&A’s Corporate Analysis function for $13b global Fortune 500 Health Care distribution & technology leader. Managed high-performing teams and critical processes under tight and competing time constraints, delivering actionable intelligence to executive management. Leveraged extensive breadth and depth of experience to anticipate stakeholder needs and equip executive management with insightful evaluations, driving business growth and efficiency.
Overview
16
16
years of professional experience
Work History
Senior Financial Analyst
Henry Schein Inc.
Financial Analyst
Henry Schein Inc.
Associate Financial Analyst
Henry Schein Inc.
Senior Manager, Financial Planning and Analysis
Henry Schein Inc.
Melville, NY
03.2022 - 06.2023
- Transformed FP&A Operations - Led initiative with finance and accounting heads to enhance efficiency through automation and reallocation of deliverables
- Eliminated duplication of efforts and significantly reduced manual input, within 2 quarters, reducing deliverable times by 25% on average
- Redeployed resources providing executive team additional time for strategic decision-making
- Crafted CFO Messaging for Earnings Call Script and Q&A, and Board/Mgmt
- Presentations
- Mapped to decision makers’ information needs
- Thorough understanding of the how’s and why’s of current and past performance, coupled with company’s over-arching strategy and goals
- Spearheaded Development and Coordination of comprehensive Q&A document and detailed analysis in support of potential analyst/investor questions
- Created and maintained master documents, as single source of truth for reportable financial info, ensuring consistency, accuracy, and reliability throughout process and output
- Recipient of the 2022 Chairman's Award for “exceptional performance with a direct impact on delivering financial results and creating value for our shareholders”, accompanied by a grant of Restricted Stock Units (RSUs)
- Reflects the company's recognition and confidence in my continued commitment to excellence
- Interim Director of Investor Relations: Stepped into the role for ~1 year following the departure of the current director, while continuing to excel in my FP&A role, by creating and realizing synergies, refocusing priorities, and ensuring alignment with company strategy and objectives
- Elevated Financial Communication: Integrated Corporate Analysis and IR functions for strategic projects, mapping FP&A goals to decision-makers information needs – Quarterly Earnings process - Corporate presentations - Industry/Competitive analysis
- Drove data-based analysis and evaluations of business segment performance, leading to focused deep-dive analysis, frequently identifying unseen trends and anomalies, guiding strategic focus and remedial actions where necessary
- Expert in transforming granular data into consolidated, comparable metrics and KPI’s to paint a clear picture of performance vs
- Comparable periods and Budget, surfacing key insights
- Developed and Mentored Talent: Hired and grew analysts' skills, providing mentorship and helping them advance within FP&A and other finance roles, boosting team productivity and strategic capabilities
- Drove and owned accuracy and completeness of ~$13b Worldwide comparative P&L, and related metrics used for developing executive messaging and presentations
- Responsible for identifying P&L items that may affect or skew comparisons to prior year periods but are “one-time or non-recurring” thus not reflective of core financial health and should be excluded or normalized for according to non-GAAP reporting standards
- Collaborated with accounting, M&A, financial systems, and IT, to deliver a wide range of ad-Hoc analyses in support of successful spin-off of $3.6b division, using a Reverse Morris Trust, and receiving proceeds of $1.1b tax-free
- Automated Shared Analyses: Initiated interdepartmental think tank focused on standardizing low-touch output for increased accuracy and efficiency of recurring outputs
- Improved deliverable time by 2 days and saved FP&A payroll expenses over $95k/yr., with potential added savings in other involved departments
- Optimized reporting efficiency and accuracy by 20% and 10% respectively
- Spearheaded project to align company financial outlook with market expectations, through continuous evaluation of sell-side research, tracking consensus estimates and P&L projections
- Understanding socioeconomic trends and potential risks and opportunities, and advising management on pivotal developments, has resulted in 25% more accurate alignment of company performance and investment community expectations and an impeccable track record of meeting/exceeding street expectations.
Manager, Financial Planning and Analysis
Henry Schein Inc.
Melville, NY
03.2014 - 03.2023
- Managed production of quarterly and annual reports supporting critical processes related to Earnings, Board of Directors, Competitive Analysis and other financial communications
- Process and Efficiency Innovation: Led the development, maintenance, and continual enhancement of financial processes and system implementation, achieving a 20% increase in reporting efficiency and a 15% reduction in time spent on financial reconciliation tasks
- Prepared in-depth P&L variance analyses in conjunction with operational finance leaders, leveraging deep industry knowledge to distill large data sets, identifying primary performance drivers.
REVENUE ANALYST
Rapid Solutions Group
Melville, NY
02.2007 - 04.2008
- Developed and updated month-end accrual analyses to support monthly entries
- Prepared monthly sales invoicing of ~$15m, including generation of milestone bills under complex contractual terms in line with US GAAP
- Examined client contracts, performing profit margin analyses for pricing audits to demonstrate effective controls by corroborating validity of contracts, confirming appropriateness of contract approvals, and accuracy/completeness data used as part of month-end reporting.
Education
Bachelor of Science - Finance
SUNY Old Westbury
Westbury, NY05.2006
Associate of Science - Business Administration
Suffolk County Community College
Selden, NY05.2003
Skills
- Business Process Improvement
- Modeling, Forecasting, & Reporting
- Variance/Trend Analysis
- Earnings Call - Script/Release/Q&A
- Data Visualization Storytelling
- Competitive Analysis/Benchmarking
- Board/Management/Investor Presentations
- Investor Relations/Executive Messaging
- Strategic Problem Solving
- GAAP/non-GAAP/KPI Reporting
- BI Tools: Oracle Hyperion – HFM, Enterprise (HE), SmartView, Essbase
- Market Intelligence/Research Tools: Nasdaq IR Insight, Bloomberg Terminal, AlphaSense
Websites
Timeline
Senior Manager, Financial Planning and Analysis
Henry Schein Inc.
03.2022 - 06.2023
Manager, Financial Planning and Analysis
Henry Schein Inc.
03.2014 - 03.2023
REVENUE ANALYST
Rapid Solutions Group
02.2007 - 04.2008
Senior Financial Analyst
Henry Schein Inc.
Financial Analyst
Henry Schein Inc.
Associate Financial Analyst
Henry Schein Inc.
Bachelor of Science - Finance
SUNY Old Westbury
Associate of Science - Business Administration
Suffolk County Community College