Matthew Lis
Wethersfield
Summary
Knowledgeable finance professional with proven background in financial analysis, account reconciliation and consulting. Successfully collaborate on projects to optimize financial accuracy, integrity and streamlining of operations. Demonstrated expertise in financial account reconciliation.
Overview
10
10
years of professional experience
Work History
Financial Consultant - National Accounts - Financial Integrity Unit
Travelers Insurance Company
06.2023 - Current
- Reconcile, update, and organize loss sensitive high priority accounts during valuation period to ensure financial data integrity.
- Investigate, identify and report financial discrepancies to receivable managers in order to ensure timely and accurate financial figures before billing to insureds
- Prepare, evaluate, and validate financial and operational reports
- Analyze, interpret, validate trends and variances, while interacting with cross functional peers on a limited basis
- Synthesize and present exhibits, results, and observations to direct manager
Tax Operations Control Analyst
Bank of America
09.2018 - 06.2023
- Maintained compliance for 100+ clients through effective tax documentation management.
- Ensured proper documentation for U.S. persons with offshore investments under FATCA.
- Resolved cases efficiently using expertise in FATCA and tax form protocols.
- Facilitated timely account compliance by liaising with clients and internal teams.
- Analyzed and manipulated large data sets to support complex research initiatives.
- Trained peers to ensure accuracy of information sent to clients and partners.
Systems Analyst
Konica Minolta
01.2018 - 02.2018
- Contract and leased machine usage tracking using SAP
- Spreadsheet preparation for accounts receivable and payable
- Analyze trends in individual machine output for particular client markets
Accounting Intern
Okay Industries
06.2016 - 08.2016
- Product costing- applied price of raw materials for microscopic surgical tools/attachments and military grade magazine components, to forecast future generated revenues
- Product categorizing- sorted and cataloged product components, assigned tracking identification and updated Okay’s web-based inventory system for each industry component
- Performed month-end bank statement reconciliations
- Calculated and prepared profitability reports for each batch of components manufactured; used by executives of the company in decision-making
Education
Bachelor’s Degree - Finance
Central Connecticut State University
New Britain, CT01.2018
Master of Business Administration (MBA) - Finance and Analytics
Central Connecticut State University
New Britain, CT05.2023
Skills
- Financial analysis
- Problem-solving
- Attention to detail
- Multitasking and organization
- Critical thinking
- Verbal and written communication
Honors, Awards, Activities and Services
- Named Captain of collegiate ice hockey team by coaches and teammates
- Treasurer and Vice President of Central Connecticut State University collegiate ice hockey team
- Student mentor with local elementary schools in Gorham, Maine (at University of Southern Maine, freshman year), worked with children on reading skills and ice breaker activities
Timeline
Financial Consultant - National Accounts - Financial Integrity Unit
Travelers Insurance Company
06.2023 - Current
Tax Operations Control Analyst
Bank of America
09.2018 - 06.2023
Systems Analyst
Konica Minolta
01.2018 - 02.2018
Accounting Intern
Okay Industries
06.2016 - 08.2016
Master of Business Administration (MBA) - Finance and Analytics
Central Connecticut State University
Bachelor’s Degree - Finance
Central Connecticut State University