Project Management

Matthew P. Kopek

** *** ******, *** **** / Manchester, CT 06040

203-***-**** / *******.*****@*****.***

PROFESSIONAL SUMMARY

. Strong Financial Background - Adept at financial planning, reporting,

and project management. Extensive experience developing financial

models and ad-hoc analysis for senior management using tools such as

Excel, Access, and TM1.

. Effective Communicator - Proficient at leading discussions and making

formal presentations to all levels of an organization.

. Proven Leadership Ability - Selected to and graduated from a

prestigious financial management program at Travelers.

. Global Business Experience - Lead a major financial system integration

while living and working in London for a year.

. Relationship Building - Ample experience managing and maintaining

client relationships. Interact regularly with senior management teams

of a global Fortune 500 company.

EXPERIENCE

The Travelers Companies

Hartford, CT / London, UK

Manager, Claim Business Intelligence & Analytics

July 2011 - Present

. Consult with client leadership in the development of strategic and

tactical operating plans and assist in the identification and

prioritization of supporting business intelligence deliverables.

. Analyze existing metrics and identify opportunities to improve the

management and monitoring of business performance.

. Communicate the Claim Business Intelligence vision, strategy and

operating plan to customers in partnership with Claim Business

Intelligence and Analytics leadership.

. Participate as a stakeholder, representing client interests, in the

development and delivery of business intelligence solutions and

driving their adoption at the appropriate levels within the

organization.

Financial Management Leadership Development Program

July 2008-July 2011

. A demanding financial training program that includes three, one-year

job assignments, a required academic curriculum, leadership workshops

and numerous networking opportunities with leaders across the company

Rotation #3: International Finance, London, UK

July

2010 - July 2011

. Served as the Project Lead for the integration of three UK

operations into our PeopleSoft ERP system, which involved

developing relationships with key UK personnel, acting as the

primary liaison between the UK operations and the US project

team, and managing the project plan through each major life

cycle phase.

. Coordinated and led complex discussions surrounding currency

translation, allocation processing, system performance,

reporting, and data conversion.

. Managed the historical general ledger conversion and interface

effort from legacy UK systems into the ERP.

Rotation #2: Construction Finance, Hartford, CT

July

2009 - July 2010

. Led the 2010 Construction Plan for both GAAP and production

results. Prepared entries for fee income, premium taxes, and

commissions, and developed detailed reporting packages for the

field and senior management.

. Managed the monthly production reporting process including the

preparation of monthly operating reviews for nine regions,

creation of account executive playbooks for the CFO and the

completion of balance sheet reconciliations.

. Developed a monthly exhibit for senior leadership to measure and

rank the performance of each region, office, and account

executive.

. Supported the President and CFO in the development of numerous

business strategy presentations given to the Regional Vice

Presidents.

Rotation #1: Corporate Finance, Hartford, CT

July

2008 - July 2009

. Served as the Project Lead for the integration of two Canadian

subsidiaries into our PeopleSoft ERP system, which involved

leading meetings to resolve major concerns and developing the

project plan.

. Analyzed all components of Canadian legacy systems and utilized

my acquired ERP knowledge to develop an approach that met the

requirements of the Canadian operations.

. Constructed the 62 page project framework document that served

as the basis for the project and included design documentation

on expense allocations, reporting, interfaces, and conversions.

. Completed the first three major project milestones for the

Canadian integration: planning, analysis, and design.

Intern, Select Finance

June 2007 - September 2007

. Redesigned the 2008 business planning presentations for Select

Accounts.

. Analyzed the competitive position of Select Accounts utilizing AM Best

competitor information and Market Stance data.

. Utilized advanced Excel skills to create a central pivot table

containing various production and financial data for every state,

segment, and product of Select Accounts.

. Supervised one employee throughout the summer and was responsible for

effectively managing his progress

EDUCATION

Bentley University, Waltham, MA

BS, Corporate Finance and Accounting

2004-2008

GPA 3.83/4.0 Minor in Information Technology

Honors: Summa Cum Laude, President's Academic Scholarship, President's

List, Bentley College Honor Society

SKILLS

. Proficient in Microsoft Office (Excel, Access, Word, PowerPoint), TM1

and PeopleSoft Financials; Experienced in SAS and SQL

LEADERSHIP/VOLUNTEER ACTIVITIES

Travelers Championship

June 2009 - Present

Gallery Control and Venue Volunteer

. Greet and welcome guests to corporate row and ensure all persons

entering the facilities have appropriate credentials

Travelers United Way Campaign

September

2008 - July 2010

Assistant Treasurer

. Managed over $51,000 in PayPal revenue and provided daily management

reports for all PayPal transactions.

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