Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Hi, I’m

Suraj Mathew

Mount Prospect,IL

Summary

Results-driven Finance professional experienced in financial statement review, auditing and reporting. Well-versed in producing and managing reports, evaluating department operations and handling month- and year-end closings. Proven track record in optimizing cash flow, reducing costs, driving efficiency and integrity by delivering strategic financial plans and advice.

Overview

6
years of professional experience
1
Certification

Work History

Road Ranger

Project Coordinator - Fuel
05.2021 - 06.2023

Job overview

  • Reconcile, analyze, and report on daily fuel activity, in addition to assisting the department in product sourcing, reporting, pricing, and other daily activities
  • Kept projects on schedule by managing deadlines and adjusting workflows.
  • Supervised multiple projects from project start through delivery by prioritizing needs and delegating assignments.
  • Tracked budget and margins to keep projects within budgetary parameters.
  • Liaised between departments to facilitate communication and keep appropriate parties updated on project developments.
  • Managed competing demands and professionally adapted to frequent change, delays and unexpected events.
  • Develop and generate daily weekly and monthly fuel accounting reports
  • Recommend policy and process improvements
  • Assist in other departmental and Organizational activities as assigned

Oriente Investments

Financial Assistant
06.2018 - 05.2021

Job overview

  • Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures.
  • Implement, update and troubleshoot financial information systems as needed.
  • Prepare weekly Financial reports for the CEO
  • Managed daily financial functions in collaboration with accounting personnel.
  • Improve efficiency in use of Microsoft Suite by creating templates and integrating formulas.
  • Supported with monthly closings, budget allocation and daily business operations.
  • Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
  • Reconciled statements and accounts and resolved variances.
  • Maintains collaborative partnership with stores and proactively communicates key strategies and initiatives to store partners and vendors.
  • Conducts price analysis and provides recommendations to operations based on margin and value analysis.
  • Evaluated and negotiated contracts to procure favorable financial terms.
  • Created and managed financial models to evaluate corporate investments and acquisitions.
  • Maintained up-to-date knowledge on professional accounting standards (GAAP) to manage financial recordkeeping.
  • Manage and help with other projects as required

University Of Texas

Financial Analyst Intern
05.2017 - 08.2017

Job overview

  • Developed financial models for projects and presentations.
  • Maintained database by verifying information and recording new information when needed.
  • Analyzed and monitored statistical data trends.
  • Tracked financial transactions to update balance sheets with accurate, current information.

Education

University of Illinois At Springfield
Springfield, IL

Master of Science from Management Information Systems
12.2023

University Overview

GPA: 3.68/4.0

Coursework

  • Management of Database Systems (SQL, Oracle APEX)
  • Business process Modelling and Management
  • MIS Research, Analysis and Design
  • Data Mining and Analytics
  • Project Management
  • Financial Planning and Management

The College of Saint Rose
Albany, NY

Bachelor of Science from Finance
05.2020

University Overview

Major GPA 3.59/4.0

Coursework

  • Advanced Financial Modelling in Excel
  • Financial Investments (I,II,III) and Financial Planning
  • Business Analytics
  • operation Management
  • Operations Budgeting

Skills

    Microsoft office Suite

    SQL

    DBMS

    BPM

    ARIS

    Epicor

    SAP

    Data analytics and Mining

    SDLC

    Process Implementation

    Reconciliations

    Financial analysis

    Business Forecast productions

    Fiscal Reporting

    KPI Management

    Investment

    Strategic Planning

    Programming ( JavaScript and Python)

    Risk Management

    Procurement

    Research

Accomplishments

Leadership and Activities


Purchasing Strategy Implementation

Fuel Procurement coordinator

  • Created and implemented a strategic purchasing process that directly contributed to company's profitability, over 30% growth in margin profits.

Adirondack Cup Investment Competition

August 2019 — May 2020

  • Researched stocks and & companies
  • Chose the best-performing stocks from the College of Saint Rose for the competition.

College of Saint Rose Finance Investment Competition

August 2019 — May 2020

  • Lead the team to win our school Investment competition and beat S&P500 by 6.92%.
  • Collaborate with team members in making strategies and decisions that led to our victory.
  • Created plans, for both Equity Bull Market and Bear Market, which helped us minimize our loss and maximize our gains during market collapse in March 2020.

Certification

ARIS BPM

In progress - CPA and PMP

Timeline

Project Coordinator - Fuel

Road Ranger
05.2021 - 06.2023

Financial Assistant

Oriente Investments
06.2018 - 05.2021

Financial Analyst Intern

University Of Texas
05.2017 - 08.2017

University of Illinois At Springfield

Master of Science from Management Information Systems

The College of Saint Rose

Bachelor of Science from Finance
Suraj Mathew