Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Matthew Finley

Wilmington,NC

Summary

Dynamic and enthusiastic professional with a strong academic foundation and practical experience in business analytics, financial analysis, customer service, and entrepreneurship. Possessing a diverse skill set, including treasury management, first response, and data modeling, I am proficient in tools such as Tableau, SQL, R, and Excel. Driven by a passion for continuous improvement, I am eager to tailor my skills and build meaningful relationships.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Treasury Management Analyst

Live Oak Bank
03.2024 - Current
  • Assisted companies with their treasury services including account origination, wires, ACH, business sweeps and more.
  • Optimized investments and minimized financial risk with accurate cash forecasting.
  • Streamlined banking operations for increased efficiency by consolidating bank accounts.
  • Contributed to the successful implementation of a new treasury management system, leading to more efficient operations.
  • Assisted in maintaining strong banking relationships through regular communication and collaboration.
  • Evaluated and recommended improvements to existing treasury systems, increasing overall departmental effectiveness.

Business and Financial Analyst

Live Oak Bank
10.2022 - 03.2024
  • Managed Live Oak's Northeast portfolio encompassing over 100 borrowers within the Insurance vertical across 25 states
  • Collaborated with internal departments such as Credit, SAG, Loan Operations, Deposit Operations, and Legal to ensure that current processes and procedures are clearly established and efficient
  • Strengthened relationships with customers by conducting quarterly site visits to market bank products and gauge business soundness
  • Conducted financial and trend analysis across six industry sectors to assess business health and gain insight into new lending initiatives
  • Responsible for financially servicing over 180 SBA 7(a) loan customers across six different verticals
  • (Insurance, CPA, Pharmacies Sponsor, and Investment Advisors)

Sales Operations | Service Specialist

Journey Golf Carts
11.2021 - 10.2022
  • Managed the supply chain of inventory, services, and the distribution of golf carts across the east coast
  • Responsible for selling carts, promoting sales offers, and showcasing the dealership’s products and features
  • Ensured customer needs are satisfied, carts are delivered on time, and billing is processed correctly.

Entrepreneur | Co-Owner

Simply-Clean Pressure Washing
01.2019 - 10.2021
  • Managed and grew a successful cleaning service business in both commercial and residential markets
  • Responsible for financial records, marketing, scheduling, customer service, and cleaning services
  • Learned to adapt and thrive in a competitive market by maintaining a high customer retention rate

First Responder

Kure Beach Fire and Ocean Rescue
06.2018 - 09.2021
  • Responsible for directing fire-dispatch calls for the Kure and Carolina Beach Fire Departments
  • Conducted ocean rescues for weak swimmers and provided appropriate medical care in emergency situations.

Education

Master of Science - Business Analytics

UNC Wilmington
Wilmington, NC
2022

Bachelor of Science - Business Development And Entrepreneurship

UNC Wilmington
2020

Spanish

University of Valencia
2019

Skills

    Technical Skills:

  • Financial Analysis, Data Modeling, Tableau, SQL, R, Python, AMPL, SAS/JMP, Excel

    • Soft Skills:

  • Creative, Adaptability, Conflict Resolution, Customer Service, Analytical Mindset, Team Player, and Competitive

    • Fields of Interest:

  • Entrepreneurship, Data Analysis and Visualizations, Marketing, Sports Analytics, Content Creation, and Trend Analysis

Certification

  • Dean’s List | Student Mentee Program – UNCW • 2019-2020
  • National Student Leadership Conference – NSLC • Washington, DC • 2018

Timeline

Treasury Management Analyst

Live Oak Bank
03.2024 - Current

Business and Financial Analyst

Live Oak Bank
10.2022 - 03.2024

Sales Operations | Service Specialist

Journey Golf Carts
11.2021 - 10.2022

Entrepreneur | Co-Owner

Simply-Clean Pressure Washing
01.2019 - 10.2021

First Responder

Kure Beach Fire and Ocean Rescue
06.2018 - 09.2021

Master of Science - Business Analytics

UNC Wilmington

Bachelor of Science - Business Development And Entrepreneurship

UNC Wilmington

Spanish

University of Valencia

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Matthew Finley