Matthew D. Roche
Sanford
Summary
Well rounded Senior FP&A Analyst with over 5 years of experience in driving financial performance and strategic decision-making. Adept at leading budgeting, forecasting, and variance analysis processes to optimize resource allocation and achieve business objectives. Skilled in cross-functional collaboration, stakeholder management, and communicating complex financial concepts in clear, concise terms.
Overview
13
13
years of professional experience
Work History
Senior FP&A Analyst
Take2 IT
2023.07 - Current
- Orchestrated the end-to-end budgeting process during an internal restructuring, collaborating with business unit leaders to develop comprehensive budgets aligned with organizational goals and financial targets
- Identified and evaluated opportunities for process improvement and automation within the financial planning and analysis function, resulting in increased efficiency and accuracy of financial reporting.
- Developed a profitability analysis model to evaluate the company's separate lines of business for the purpose of focusing strategic growth efforts and future personnel investments
Senior FP&A Analyst
Loyal Source Government Services
2021.07 - 2023.07
- Presented comprehensive financial results, including revenue, expenses, and key performance indicators, to senior management and key stakeholders, enabling informed decision-making and strategic planning initiatives.
- Collaborated with sales leadership and cross-functional teams to gather feedback and insights on commission plans, ensuring alignment with sales strategies and business goals across the company's separate lines of business
- Partnered with the accounting department to take over balance sheet reconciliations for several large accounts, to include the company's health insurance accounts; decreased write-offs by several hundred thousand dollars over the course of reconciliation ownership
FP&A Analyst
Anixter International Inc.
2019.03 - 2021.07
- Conducted monthly financial analysis with an emphasis on working capital and expense trends, productivity, customer segmentation, initiatives, and special ad hoc projects
- Carried out quantitative analysis of financial data to forecast revenue, identify future trends, and assess risk associated with capital expenditures
- Recommended, developed, and implemented policies that guided the company in improving its competitive position and profitability
Fund Accountant
BNY Mellon
2016.08 - 2019.02
- Managed collective funds worth several million dollars with as many as 150 clients, many of which had sensitive and strict daily reporting requirements
- Ensured the necessary controls were in place and adhered to in order to provide complete, accurate, and prompt fund administration services to clients
- Responsible for developing and maintaining accurate financial statements, resolving problems that arose during the normal valuation/cash investment process, and communicating this information to all interested parties
Human Intelligence Collector (TS/SCI W/ CI Poly)
U.S. Army Reserves - Staff Sergeant
2011.08 - Current
- During a 2018 Iraq deployment, disseminated over 800 published reports to the intelligence community which answered theatre wide and national level intelligence requirements
- Developed and delivered numerous advanced human intelligence training courses to partner nation officials which greatly improved intelligence sharing and reporting mechanisms
- Prepared and participated in over 50 briefings that addressed reporting trends and developments which; provided senior officials with timely, detailed and concise data with which to guide the organization's efforts and focus
Education
MBA -
University of Wisconsin - Whitewater
Whitewater, WI05.2023
BSBA - Finance
University Of Central Florida
Orlando, FL05.2016
Skills
- Financial Modeling
- Data Consolidation
- Predictive Analysis
- Variance Analysis
- Group Presentations
- Microsoft Excel
Timeline
Senior FP&A Analyst
Take2 IT
2023.07 - Current
Senior FP&A Analyst
Loyal Source Government Services
2021.07 - 2023.07
FP&A Analyst
Anixter International Inc.
2019.03 - 2021.07
Fund Accountant
BNY Mellon
2016.08 - 2019.02
Human Intelligence Collector (TS/SCI W/ CI Poly)
U.S. Army Reserves - Staff Sergeant
2011.08 - Current
MBA -
University of Wisconsin - Whitewater
BSBA - Finance
University Of Central Florida
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