Matthew Nguyen
Financial Analyst, Data Analyst, Business Analyst
Wellington,FL
Summary
Experienced Financial Analyst & Data Analyst (CPA Candidate) with a strong background in analyzing and interpreting financial data to drive business strategy and growth. Skilled in financial modeling, forecasting, qualitative and quantitative analysis, and due diligence reporting. Expert in Microsoft Excel, accounting and financial management software, Salesforce, and programming languages including Python and SQL, to bring real-time data into financial models for enhanced decision-making. Results-oriented and highly motivated to drive organizational success.
Overview
9
9
years of professional experience
6
6
years of post-secondary education
8
8
Certifications
3
3
Languages
Work History
Graduate Instructor | Part Time
Florida Atlantic University | Masters In Finance
Remote
02.2023 - Current
- Developed & instructed 6 week specialized boot camps at Florida Atlantic University, focused on Excel for Financial Modeling & Introduction to Programming (Python), enhancing the practical skillset of Masters in Finance & Accounting students.
- Fostered engaging learning atmosphere to stimulate active participation, promote critical thinking, and encourage direct application of learned skills.
- Developed key initiative at Florida Atlantic University to engage with our corporate clients, providing tailored Excel and Python training sessions.
Manager of Revenue Operations & Analytics
ACA Compliance Group
02.2022 - Current
- Lead revenue forecasting initiatives for senior leadership, employing advanced financial modeling & understanding of industry trends to deliver accurate projections, crucial to strategic decision-making.
- Instrumental in the merger between ACA & Foreside Financial Services. Lead an extensive data consolidation & analysis initiative.
- Executed thorough business & financial analysis for ACA's strategic partners, which include private equity firms, hedge funds, investment banks, asset managers, & other RIA entities.
- Managed, analyzed, & forecasted sales data - related to compensation, territory design, & data integrity for a sales team of over 250. This meticulous analysis optimized sales strategies which ultimately enhanced team performance & revenue growth.
Senior Financial Analyst
CaptiveOne Advisors
08.2018 - 02.2022
- Utilized technical skills in Microsoft Excel, Python, & SQL to build complex financial models for real-time data-driven decision-making & financial planning.
- Implemented custom software to automate the creation of value propositions & prospectus for over 1,000 clients, streamlining the sales life cycle.
- Adhered to GAAP & SAP standards to ensure accuracy, consistency, and verifiability in financial statements.
- Provided expert financial analysis for private equity firms, delivering precise financial projections and comprehensive due diligence reports.
- Created library of financial presentations, dashboards & models relating to CaptiveOne's portfolio companies.
Teaching Assistant | CGS 2531
University Of Florida
08.2019 - 12.2021
- Evaluated over 5,000 students on their mastery of Microsoft Office, G-Suite, SQL, and Python to prepare them for the rigors of upper-level coursework at top 5 university.
- Spearheaded a team of peer mentors to establish a successful tutoring platform, fostering better understanding of course content.
- Leveraged project management technology, such as Projects & Asana, to effectively communicate and coordinate assessments with staff and students.
Education
Bachelor of Science - Accounting, Minor in Innovation
University of Florida
Gainesville, FL 08.2017 - 12.2021
Master of Science - Accounting - Data Science & Analytics Focused
Florida Atlantic University
Boca Raton, FL 01.2023 - Current
Skills
Strategic Financial Planning
GAAP
Business Valuation
Business Operations Analysis
Financial Statements Expertise
Financial Due Diligence
Financial Modeling
Oracle Netsuite
SQL
Excel
Tableau
SCRUM
Javascript
ETL
Microsoft Office
VBA
Python
Google Sheets
Google Data Studio
HTML & CSS
Power BI
Project Management
Quickbooks
Oracle Database
Data Analysis
Salesforce
Data Science
Corporate Finance
Certification
Salesforce Certified Administrator
Timeline
Salesforce CPQ Specialist
01-2024
Salesforce Certified App Builder
12-2023
Salesforce Certified Administrator
03-2023
Graduate Instructor | Part Time
Florida Atlantic University | Masters In Finance
02.2023 - Current
Master of Science - Accounting - Data Science & Analytics Focused
Florida Atlantic University
01.2023 - Current
Manager of Revenue Operations & Analytics
ACA Compliance Group
02.2022 - Current
Teaching Assistant | CGS 2531
University Of Florida
08.2019 - 12.2021
Senior Financial Analyst
CaptiveOne Advisors
08.2018 - 02.2022
Bachelor of Science - Accounting, Minor in Innovation
University of Florida
08.2017 - 12.2021