Matthew Rose
Calhoun,LA
Summary
Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software. Experienced with optimizing production workflows and streamlining operations. Track record of successfully leading cross-functional teams to drive continuous improvement initiatives.
Overview
13
13
years of professional experience
Work History
Financial Analyst
Graphic Packaging International
03.2024 - Current
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly throughout all GPI locations.
- Streamlined financial reporting for better decision-making with clear, concise analysis and presentation.
- Trained interns on best practices in financial modeling, contributing to a stronger overall team performance.
- Facilitated cross-departmental understanding of financial metrics, holding regular sessions to emphasize importance of each department.
Account Manager
Lumen Technologies
04.2023 - Current
- Communicate expertise on Lumen products and processes to drive growth
- Build and maintain customer relationships to boost renewal customer by 20%
- Collaborate with team to highlight importance of building a strong Seller-SDR relationship
Business Development Representative
Lumen Technologies
09.2021 - 04.2023
- Assist with onboarding Lead Gen hires and Inbound Team Members by demonstrating best practices
- Exceed all metrics as a Business Development Representative (95% of YTD MQL goal, 133% of YTD Meetings Attended goal, 82% of YTD Revenue goal)
- Mentor recent College Connect Desk Based Team Members with tips for cold calling and maximizing productivity
- Reach out to prospects through multiple touch points to engage in conversation around their network strategy
- Collaborate with Account Representatives by ensuring qualified meetings are conducted and moved through the funnel for progression
ACH and Online Banking Project Manager
FISC
10.2018 - 09.2021
- Oversee a team of 5 Online Banking Analyst to ensure correct data for file transfers from bank to bank
- Daily monitoring of ACH Batch files of 55 community banks in the South to eliminate errors and duplicates
- Coordinate and manage Online Banking platform conversions to ensure data was transferred between core providers and the bank
- Collaborate with coworkers in all departments to meet customer needs and deadlines
- Look up middleware logs and read code errors back to the bank
Retail Manager and Lead Mechanic
The Bike Source, Inc
07.2012 - 10.2018
- Oversee day to day operations of the business to ensure 100% customer/employee satisfaction
- Complete weekly orders of retail merchandise, parts, and special orders
- Lead a team of 3 mechanics to complete daily repair tickets on time and correctly
- Maintain communication between team members to strategize growth and increase sales month to month
Education
Bachelor of Business Administration -
University of Louisiana – Monroe
12.2019
Skills
- SAP
- Esker
- Microsoft Office Suite
- Concur
- Outlook
- CRM Tools
- Salesforce
- Engage
- Marketo
- RingDNA
- LinkedIn Sales Navigator
- Interpersonal Skills
- Team Building
- Mentoring
- Relationship Building
Timeline
Financial Analyst
Graphic Packaging International
03.2024 - Current
Account Manager
Lumen Technologies
04.2023 - Current
Business Development Representative
Lumen Technologies
09.2021 - 04.2023
ACH and Online Banking Project Manager
FISC
10.2018 - 09.2021
Retail Manager and Lead Mechanic
The Bike Source, Inc
07.2012 - 10.2018
Bachelor of Business Administration -
University of Louisiana – Monroe
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