Management Executive

Matthew A. Sloan

**********@*****.***

ph. 678-***-****

education

Georgia Institute of Technology

Bachelor of Science in Management, High Honor, 2006

Dual Certificate in Finance & Accounting

skills & accomplishments

Completed all 3 Levels of CFA Program

Significant Experience Building Excel Financial Models

Solid Understanding of Accounting Principles and Standards

experience

BlueCross BlueShield of Tennessee

Senior Analyst - Strategy & Corporate Development, 2008-2010

. Prepared presentation and recommendation for Board of Directors on

Socially Responsible Investing strategies for $1.4BN investment portfolio

. Worked with investment advisor to prepare analysis and recommendation on

investment strategy of two BCBST Foundations, totaling $11MM

. Established and maintained ongoing relationship with 8 managed care

equity research analysts from major sell-side investment banks

. Prepared weekly competitive intelligence and market research briefings

for senior and executive management

. Consulted with $25 mm subsidiary to develop financial forecasting model

used in business planning and budget projections

. Provided ongoing financial and operational support to senior executives

at $25 mm subsidiary, including budgeting and forecasting financial

results

. Assisted in preparation and executive presentation of $3BN annual budget

and three year financial plan for parent company

. Provided executive management with cash flow model and strategic

recommendation on sale of 2 corporate properties, totaling $20MM

. Prepared quarterly executive and board presentation of financial results

for corporate investment in TriZetto, including financial projection

model and analysis

. Assisted in preparation of 6 monthly executive presentations related to

corporate financial contingency planning, evaluating effect of economic

markets on growth capital and financial results, including financial

modeling

. Provided initial and ongoing analysis (financial model and business plan

analysis) to senior and executive management for approximately 1

potential corporate investment per week

SunTrust Robinson Humphrey

Analyst - Asset-Based Lending, 2007-2008

. Provided underwriting analysis, financial projection model, and report to

senior risk offer for $75MM participation (largest asset-based

participation at time of transaction for STRH) in $600MM revolving credit

facility for a major automotive parts supplier

. Provided underwriting analysis, financial projection model, and report

for $25MM credit facility for a local apparel manufacturer and service

provider

. Maintained financial models and prepared monthly risk analysis and

diligence reports for approximately 20 credit facilities, totaling over

$500MM

Duff & Phelps, LLC

Analyst - Valuation & Financial Advisory, 2007

. Provided quarterly valuation opinions for 3 major hedge funds

. Prepared equity and option valuation analysis and report for $34MM

transportation technology company in preparation for initial public

offering

. Prepared purchase price allocations and related analyses, including

financial model, for $57BN consumer products merger

. Prepared valuation models and reports for over 50 subsidiaries of $1.5BN

technology company

. Prepared valuation analysis, financial model, and report for $200MM

personal health products company

F&D Advisors, LLC

Investment Analyst (Internship) - Investment Management Team, 2006

. Constructed historical benchmark since inception using Excel

. Provided senior investment managers with Excel benchmark model for

ongoing presentation and analysis purposes

. Conducted research and due diligence on a variety of money managers

. Conducted quarterly rebalancing of approximately 50 client portfolios in

conjunction with senior investment managers

. Prepared reports, presentations, and proposals for current and

prospective clients

honors, activities & other interests

Member, CFA Institute

Georgia Tech College of Management Dean's List, all terms

Member, National Dean's List, all terms

Enjoy managing and researching various investments for my personal

investment accounts

Enjoy reading a variety of financial publications

Enjoy playing both guitar & piano, and writing music

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