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Matthew Charles Radcliffe, Finance Expert in Brighton, United States
Matthew Charles Radcliffe

Finance Expert in Brighton, United States

Member since November 30, 2016
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.
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Career Highlights

Education

Case studies

Software Expertise

Other Expertise

Employment

  • Associate

    2016 - 2016
    Progress Partners
    • 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: Capital Structure Analysis, Discounted Cash Flow (DCF), Comparable Company Analysis, Financial Modeling, Market Research, Mergers & Acquisitions (M&A)

  • Senior Manager, Financial Planning & Analysis

    2013 - 2016
    Goji
    • 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: Three Statement Operating Model, Financial Risk Assessment, Financial Benchmarking, Financial Reporting, Financial Modeling, Financial Planning & Analysis (FP&A)

  • 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: Discounted Cash Flow (DCF), Comparable Company Analysis, Ratio Analysis, Valuation, Equity Research

Education

  • 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
  • Bachelor's degree in Finance
    2000 - 2004
    George Washington University - Washington, D.C.

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