MATHEW THOMAS WERNER

**** ****** **** #***

Columbus, IN 47201

812-***-****

acsmp5@r.postjobfree.com

Education

University of Notre Dame South Bend, IN

Master of Business Administration May 2009

Concentration in Finance, GPA: 3.5

Case studies working with management from GE Aviation (M&A) and McDonalds (Marketing)

Stock Chats Member, Select group that meets with a mutual fund manager to pitch investments

Finance and Investments Club Member

Indiana University, Kelley School of Business Bloomington, IN

Bachelor of Science in Business May 2004

Major in Finance

Minors in Economics and Religious Studies

Finance and Investments Club Member

CFA Level II Candidate

Experience

Valeo

Management Controller Seymour, IN

May 2015 – Current

Manage junior team members to develop analytical and reporting skill sets

Represents Finance in top site staff meetings of the $500M manufacturing operation

Appointed to multiple teams analyzing and recommending options for our strategic operational future

Calculate plant standards for labor and machine time by area using detailed cost analysis

Controlling key user for successful SAP project for complete system upgrade

Developed an itemized annual material budget of $250M+

Create detailed forecasts for the site’s short and medium term financial performance

Complete monthly costing analysis of 6,000+ parts

Oversee and analyze plant wide semiannual physical inventory

Analyze daily and monthly inventory movements to improve accuracy and efficiency

Financial Analyst II Seymour, IN

July 2014 – May 2015

Absorbed my Manager’s role and responsibilities in addition to my existing tasks

Train junior team members on best practices of identifying and analyzing key issues

Complete detailed operating margin analysis comparing monthly, quarterly, annual results

Special team member whose analysis lead to multiple millions of savings in a settlement

Responsible for analyzing efficiency of labor usage by department

Developed internal controls to improve material management with multiple suppliers

Introduced detailed process of collaborating with department managers to create an overhead budget of $25M+

Financial Analyst Greensburg, IN

November 2012 – July 2014

Generate monthly margin analysis report with a detailed breakdown of direct and indirect costs of top products

Created new reports to better analyze sales, direct labor, and scrap on a daily basis to better identify potential areas of improvement.

Developed the $17M annual overhead budget while working with the department heads

Created monthly accruals for overhead accounts and activities

Oversee controls of tool crib inventory management to insure accuracy

Consolidate and report monthly financial results into final financial statements and analysis

Corporex Realty & Investment, LLC Covington, KY

Securities Research Analyst January 2010 - October 2010

Member of the Investment Committee, five members headed by the Chairman / CEO

Monitored an equity portfolio of 50+ stocks valued at up to $75MM

Conducted analyses across various sectors including financials, homebuilders, REITs, & industrials

Created detailed Excel spreadsheets analyzing GAAP financial statements

Developed financial models to forecast company earnings and valuations

Reported daily portfolio summaries detailing performance results along with portfolio related events

Presented research findings and investment opinions at an executive level

Analyzed economic data and reports to modify the investment strategy

Identified and analyzed potential investment opportunities

Presented detailed hedging strategies involving derivatives and inverse securities

Charles Schwab & Co. Inc. Fishers, IN

Registered Representative, Active Trader Group August 2005 - May 2008

Developed investment strategies for investors including trading and hedging equities, derivatives, and fixed income securities

Analyzed chart data for active investors trading based on technical analysis

Analyzed news and SEC filings for clients based on fundamental evaluation of companies

Prepared and presented current economic developments to registered representatives in team meetings

Identified asset and advice leads to generate additional revenue

Progressed from a customer service role to working with the firm’s most sophisticated clients

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