An expert in financial modeling, Matt has experience in M&A investment banking, corporate FP&A, structured finance, treasury, and equity research. Matt is the founder and CEO of Isoquant Media, a financial engineering startup that provides risk management solutions to the media industry. As a freelancer, he enjoys having the flexibility and time to build his startup while helping companies of all sizes with their financial analysis needs.
Served as lead associate for all financial modeling and valuation engagements. Built three-statement operating FP&A models, DCF, and comparable company analyses.
Performed valuations on two private-company sell-side M&A engagements with a total potential deal size of around $130 million.
Acted as lead associate on a consulting engagement with one of the largest television broadcasters in the country. Engagement included an analysis of the client's existing digital media portfolio and optimal potential acquisitions.
Conducted market, industry, and operational research and analysis, which focused on the electronic payment processing and digital media industries.
Presented and discussed intricate valuation models with C-level executives both in-person and over the phone.
Focus areas: Mergers & Acquisitions, Market Research, Financial Modeling, Comparable Company Analysis, Discounted Cash Flow (DCF), Capital Structure Analysis
Senior Manager, Financial Planning & Analysis
2013 - 2016
Rebuilt new corporate financial model and reporting structure from scratch. Reduced monthly close lag from two weeks to three days.
Designed and constructed a fully integrated sales mix model. The model allowed users to perform scenario analysis based on different state and carrier combinations. Net sales gained or lost, policy first-year cash, and policy lifetime value were simulated.
Led the development and implementation of a new sales force compensation model. Since implementation, sales volume increased 25% compared to old plan.
Valued insurance policy back-book and structured finance deals with institutional investor.
Reduced bonus cycle time and error rate in half by automating process with VBA, thereby significantly increasing sales agent morale and reducing attrition. Estimated cost savings of $480,000.
Led the development and implementation of new quality assurance process, which increased policy retention, resulting in a positive cash impact of $200,000.
Focus areas: Financial Planning & Analysis (FP&A), Financial Modeling, Financial Reporting, Financial Benchmarking, Financial Risk Assessment, Three Statement Operating Model
Equity Research Associate
2007 - 2008
Royal Bank of Canada
Conducted and published research on 16 companies in the Information Technology Services sector, including Accenture, Cognizant, and Visa.
Wrote industry reports, company earnings notes, and coverage initiation notes, including the initiation note on Visa, the largest IPO in U.S. history at the time.
Received full research coverage and responsibilities on Perot Systems after only three months as an associate. Normal time frame to receive full research coverage is six to 12 months.
Designed statistical tests and calculated performance metrics for proprietary equity research ideas.
Conducted performance attribution analysis on RBC proprietary equity portfolio. Wrote research paper and presented findings to the managing directors of global equity research and institutional sales & trading.
Focus areas: Equity Research, Valuation, Ratio Analysis, Comparable Company Analysis, Discounted Cash Flow (DCF)
Master of Business Administration (MBA) degree in Finance
2015 - 2017
The Wharton School, University of Pennsylvania - Philadelphia, PA
Certified Treasury Professional (CTP) in Treasury and Cash Management
2013 - 2013
Association of Financial Professionals (AFP) - Bethesda, MD
Certificate in Financial Risk Management (FRM)
2011 - 2013
Global Association of Risk Professionals (GARP) - Jersey City, NJ
Chartered Financial Analyst (CFA) in Investment Management
2004 - 2006
Chartered Financial Analyst Institute (CFAI) - Charlottesville, VA