Financial Analyst

Matthew J. McMahon

*** ****** ****** ***************@*******.*** Home: 732-***-****

Brick, NJ 08723 Cell: 732-***-****

Summary

Highly-motivated Financial Analyst with Contract and Acquisition experience encompassing more than ten years of experience in Government & Private Contract procurement, regulations, compliance, policies, and procedures. Experience includes facilitating, managing, fulfilling, and settling contracts within the Government, Financial Service, and Automotive industry. Proficient with Cost Analysis, Logistics & Supply Management, Interpersonal Skills, Contracts Management, Organization Skills, and Negotiation Skills.

New Jersey Turnpike Authority 2015

Senior Budget Analyst Woodbridge NJ

Provides providing accurate and useful information and analysis via monthly and ad-hoc reports.

Writes monthly executive level financial reports.

Reviews and analyzes financial data derived from the Authority' accounting software system, comparing it to budget and prior year results.

Converted data into Excel charts and graphs for summary reporting.

Prepares the department's annual budget presentation.

Maintains the data contained on the Authority's investor relations website.

Prepares statistical and analytical sections of the Authority's comprehensive annual financial report (CAFR)

Analyzes data received from the Agency's vendors.

Supervises staff in the Financial Analysis section.

Coordinates with other sections of the Authority to ensure proper operation of entire Authority.

Proficient in Microsoft Excel (Pivot Tables, Vlookup, Hlookup, VBA, etc.)

Built financial models including scenario and sensitivity analyses

Exceptional proficiency with Build Scripts, macros, Excel add-ins and mail merges

CSAV Systems 2014-2015

Purchasing Analyst Colts Neck, NJ

Manage open projects scheduling and tracking of incoming materials for projects.

Research products and make recommendations for current and future projects.

Manage the purchase of all equipment and peripherals required to fill Project orders and inventory needs of CSAV.

Oversee Purchasing of any items required to operate the business including: Equipment, Office Supplies, Services.

Maintain Inventory of CSAV items including: New Projects, Tech Supplies, Loaner Stock, Repairs, For Sale, etc.

Coordinate shipping & receiving: with shipping companies.

Coordinate purchases and confirmation for real time project development and facilitation.

Prepare Expenses & Payroll.

Prepared NASCA “Projects Systems” for initial use & Company wide expansion.

Designed, created, & implemented a custom Excel spread sheet of all assets, inventory, suppliers, costs, contact info, etc, to get off the previous non digital arrangement.

Gotham Dream Cars June 2013-Present

Marketing Assistant/Driving Instructor Englewood, NJ

Supports multiple marketing/advertising functions supporting MSNBC Sports, the Nespresso Debut, Push for Pizza, So Miami, modeling shoots, music videos, and TV shows.

Demonstrate expert technique and driving experience with millions of dollars worth of sports cars with clients.

Teach clients how to handle high end exotic sports cars.

Deliver and promote various exotics brands from Lamborghini, Maserati, Ferrari, Aston Martin, Maybach, Mercedes, McLaren, etc.

Promote Dream Car Sprints and Dream Car Tours involving hundreds of people at a time or private events

Creative Financial Group May 2010-2013

Financial Service Associate Wall Township, NJ

Wealth Transfer and Estate Planning.

Retirement planning for personal and business plans.

Evaluate clients’ financial needs, portfolios, and existing assets.

Analyze numerous marketing strategies through extensive client case studies as well as developed a specific marketing business plan for high net worth individuals and businesses.

Apply analytical techniques, models, and specific market research studies based upon both domestic and international case studies to grow specific product development followed by implementation of strategic financial market studies to communicate to my client base.

Develop financial marketing investment kits specific to high net worth clients.

Write creative marketing excerpts for handouts, brochures, and other direct mailing projects.

Promote products and services; generate leads and initiate sales.

Establish and improve client communications; maintain ongoing relationships within the financial community.

Consistently and continually address specific and ongoing customer inquiries with a direct response.

CACI February 2011, February 2012

Program Financial Analyst 2 Eatontown, NJ

Provide a constant and consistent financial analysis and general business expertise to various assigned projects.

Perform financial modeling for Government Contracts involving costs, forecasting, cost duration, financial increases, and addition of future cost outlays not originally specified or foreseen within the original contract.

Create and maintain real time dynamic financial models to accurately track all costs and outlays.

Develop & execute programmatic budgets and financial plans with extensive Excel knowledge, including use of pivot tables, lookups, formulas, table queries and macros.

Monitor and report performance against plans to ensure that contractual, cost, and schedule objectives are met.

Maintain status of funding, prioritization, and timelines of current and future assignments.

Prepare financial reports

Link budget requests to specific assigned project programmatic strategies.

Perform quality assurance on subcontractor and vendor invoices.

Develop and maintain working program schedules to assign critical and timely program functions to meet the program needs.

Support risk management.

Proficient with:

oCACI CMS which is similar to TTS in reporting and management.

oAcquisition programs that require total expenditure evaluations and procurement information.

oContract management including implementation and finalization.

oMS Power Point, Word, & Adobe Acrobat.

oProgram scheduling and meeting and/or exceeding drop-dead-dates.

PNC Investments June 2006-March 2009

Licensed Financial Sales Associate/Banker Lincroft, NJ

Offered financial projections after careful review of holdings and past financial statements.

Serviced clients needs in payroll, budget management, cash flow management, loans, home equity loans, mortgages, home valuation, loan review & analysis as well as personal & business account evaluation and management.

Marketed directly to clients involving banking products, rates, services, sticky products, and savings plans.

Worked directly with tellers to implement a strategy to gain business from drive-through clients.

Consistently met monthly goals involving Mortgages, Checking, Savings, CD’s, Credit Cards, Business Accounts, Merchant Services, Etc.

Attended Weekly Marketing Events and Meetings to Discuss and Grow the Brand.

Ran specific marketing campaigns geared toward the near retirement demographic to promote specific financial strategies and end games.

Ran specific marketing campaigns to gather Business Accounts and Small Business Loans along with growing a foothold in the Merchant Services Market.

Ran specific marketing campaign focusing primarily on CD based clients with the specific strategy of growing investment potential as well as mining for new or scattered assets.

Morgan Stanley January 2005-January 2006

Financial Advisor Toms River, NJ

Reviewed clients’ portfolios and made recommendations based upon the data.

Built up a book of business of new clients and organized a team effort with agents on marketing strategies and client acquisition.

Teamed up with Veteran Agents to review existing client portfolios & offer recommendations.

Wealth Transfer and Estate Planning.

Evaluate clients’ financial needs, portfolios, and existing assets.

Retirement planning for personal and business plans.

Analyzed numerous marketing strategies through extensive client case studies as well as developed a specific marketing business plan for high net worth individuals and businesses.

Applied analytical techniques, models, and specific market research studies based upon both domestic and international case studies to grow specific product development followed by implementation of strategic financial market studies to communicate to my client base.

Prudential Financial Services 2003-2005

Financial Services Associate Marlton, NJ

Evaluate clients’ financial needs, portfolios, and existing assets.

Developed short- and long-term financial strategies customized to their needs and financial goals.

Tax planning and expense analysis.

Crafted specific financial marketing investment kits for high net worth clients which focused specifically on asset accumulation, growth, and protection.

Wrote creative marketing excerpts for handouts, brochures, and other direct mailing projects.

Promoted products and services; generated leads and initiated sales.

Established and improved client communications; maintained ongoing relationships within the financial community.

Consistently and continually addressed specific and ongoing customer inquiries with a direct response to any issue followed by additionally marketing proposals to meet current and future needs.

Provided guidance; identified, investigated and negotiated conflicts

Education

University of Miami May 2003

Bachelor of Arts in Business Administration, Major in Marketing and Finance Coral Gables, FL

Skills

Obtained Life & Health Certification

Obtained Series 7, Series 66

Obtained Property & Casualty

Computer skills, Microsoft Office & Excel

Proficient with multiple financial analysis processes and software

Strong marketing strategies and client acquisition methods to build, cultivate, and maintain large & diverse financial demographics

Possess strong commitment to team environment dynamics with the ability to contribute expertise and follow leadership directives at appropriate times.

Confident, articulate, and professional speaking abilities

Awards

Gibraltar Award – Prudential Financial February 2004

FSA fast Track Award – Prudential Financial March 2004

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