Matt Valtin *** Grey Eagle Circle N, Colorado Springs CO 80919 ad3p8i@r.postjobfree.com 719-***-****

SUMMARY: Educated Analyst, with active Secret clearance and extensive and broad experience(30+ years) providing detailed data analyses, financial analyses, forecasting, executive metrics, KPI reporting, Proposal Pricing, as well as sophisticated spreadsheet tool construction for financial predictive modeling FINANCIAL & BUSINESS SKILLS / COMPETENCIES

Proposal Pricing – Cost Volumes Metrics Development Budgeting Advanced Excel Expert Forecasting: Rev/Cost/FTEs Breakeven Analysis Capital Planning Margin Analysis Decision-support / Decision-Making KPI & KRI Creation Variance Analysis Root Cause Analysis Executive PowerPoint Reporting Financial Modeling PvA Analysis Revenue Recognition Alternative Scenario Optimization Dashboard Creation Data Analysis Metrics Development Automated Tool Development Trend Analysis What-if Analysis Data Visualization Spreadsheet Tool Creation Excel Template Creation Predictive Analysis Ad Hoc Analysis Data Management & Reporting Database Manipulation Data Modeling Business Case Development EDUCATION

• BACHELOR’S: Economics Wake Forest University, Winston-Salem NC

• MASTER’S: Organizational Management University of Phoenix, Colorado Springs CO (4.0 GPA) AWARDS / CERTIFICATIONS / ACTIVITIES

• Certified Spreadsheet modeler: ‘Best Practices of Spreadsheet Modeling Standards’ – BPM Australia

• Active Secret Security Clearance

Excel Expert: Mastery of advanced, sophisticated, complex spreadsheet functionality and formulas: V-lookup, H-lookup, X-lookup, Index/Match/Match, nested if/then, and/or, if/error, countifs, sumifs, averageifs, offset, conditional formatting, data validations, drop-down menus, dependent drop down menus, charts, graphs, pivot tables, sorting, filtering, hyperlinks, macros, count, left, right, trim, len, upper, lower, proper, date, now, today, concatenate, round, roundup, rounddown, large, small, rank, max, min, indirect, choose, network days, concatenate, small, large, exact, mixed cell types, sumproduct, CSE, arrays Proposal Pricing Analyst TMC Design Colorado Springs, CO 4/22 – 10/23

• Developed and oversaw completion of workbooks for complex Government pricing proposals and cost volumes

• Built sophisticated cost tools and templates to capture multi-year, multi-CLIN, multi-LCAT, multi-cost element efforts

• Dealt with various contract types (CPFF, FFP, and labor T&M contracts)

• Participated in the proposal pricing process: develop cost volume to completion; assist in development of pricing strategies; coordinate labor, subcontract, ODCs inclusion; review, analyze and compile cost data

• Cost estimating and forecasting of labor, subcontracts, materials, travel, and any other direct costs

• Participate in pricing reviews to determine pricing structure and strategy, including cashflow analysis

• Work with Technical Proposal Manager and Operations team to integrate basis of estimates

• Prepare cost volume documents in accordance with RFP requirements in a timely manner.

• Work collaboratively with team to formulate pricing strategy and approach to create a Price to Win strategic bids

• Assisted with Cost Narratives as needed, ensuring consistency and synchronization to Cost Volumes Budget Analyst; PCA; Proposal Pricing Boecore Colorado Springs, CO 06/20 – 4/22

• Primary focal point for company’s budgeting/forecasting for labor and non-labor resources for $40+m DoD contractor

• Significantly enhanced accuracy and functionality of company’s budget/forecast Excel model – added hundreds of self- checks, streamlined poorly written formulas, employed numerous ‘best practices’ techniques

• Incorporated advanced Excel capabilities and functions into numerous spreadsheets (Index Match, Sumifs, Lookups, etc.)

• Performed ad hoc analyses for executives – ‘go to’ SME for all things Excel

• Conceptualized, designed, and built Executive dashboards and other reporting tools

• Automated the Monthly Reporting Financial Executive Package, reducing the preparation time from days to literally real- time, with increased accuracy, to include automated charts, slides, etc. for Executive audience

• Contributed to formal pricing proposals, to include building the cost model to support all bids, and checks for accuracy

• Tracked numerous SW development projects for costs, funding, invoicing, EAC and ETC projections

• Researched and analyzed financial data by tracking the budget, forecasting financial needs, monitoring, and reporting, tracking compliance to corporate and legal regulations, and doing ad hoc data analysis for members of the group

• Designed and built dozens of Excel estimating tools for standardized EAC/ETC exercises/reports that significantly enhanced accuracy and functionality, and reduced duration analysis time, and standardized ‘look and feel’ across PCA team Sr Financial and Pricing Analyst Braxton Technologies Colorado Springs, CO 07/18 – 12/18

• Budget formulation at corporate level: inputting, modifying, overseeing, and reporting

• Planned vs Actual analyses – analyzed variances and researched issues (cost, revenue, staffing, etc.)

• Executive Dashboard creation: collected, analyzed, and disseminated financial costs/data and KPIs/KRIs

• Designed/Developed Excel Proposal Pricing tool – increased accuracy, effectiveness, and inputting ease

• Forecasting and estimating analyses to include costs and performance

• KPI/KRI analysis for metrics scorecards for Executive review – weekly, monthly, and quarterly Sr Financial Analyst Cobham Microelectronics Colorado Springs CO 02/18 – 6/18

• Performance analyses – gathered/prepared/summarized monthly cost and performance data for Business Units

• Compiled and analyzed Actuals vs Forecasts data for Business Unit budgets

• Tracked and verified: revenue, expenses, headcount, forecasts, costs via complex spreadsheet databases

• Dashboard creation and presentation - prepared monthly and quarterly business review PowerPoint decks

• Audited accuracy of 5 site submissions against financial reporting system (Oracle)

• Process improvements on existing financial Excel files – formulas, layout, logic, accuracy checks Governance & Metrics Reporting Analyst Verizon (Bartech) Colorado Springs, CO 07/15 - 09/17

• Created and maintained large Excel project data base for executive reporting and presentations

• Provided in-depth performance analyses for critical project data (costs, dates, LOEs, milestones, PMs, etc.)

• Built numerous sophisticated database-centric Excel tools to automate repetitive reporting processes

• Developed dashboards, cost KPIs, and reports for executive-level review (graphs, tables, charts, etc.)

• Built decision-support tools for executive-level audience (productivity, efficiency, effectiveness)

• Planning and Forecasting: Capital Planning, Budgeting, Staffing Levels, Project Expenses, and Costs Financial and Reporting Analyst TeleTech Englewood, CO 6/14 - 5/15

• Designed, built, and populated complex Excel decision-support tools for executive-level reporting

• Metrics reporting - created weekly KPI reports/dashboards for executives – costs, revenue, staffing, etc.

• Forecasted costs, revenue, staffing requirements, and efficiency for projects, personnel, product lines Project Analyst Aleut Management Services (part-time) Colorado Springs, CO 2/14 - 5/14

• Designed, built, and populated an Excel project tracking tool to automate repetitive analyses

• Developed and disseminated weekly reporting metrics and analyses for management review

• Short-term project (part-time employee) was delivered successfully and on-time Associate/Cost Analyst Booz Allen Hamilton Colorado Springs, CO 11/06 - 9/13

• Excel tool development - built numerous (30+), complex and highly sophisticated Excel tools and templates

• Cost estimating and forecasting - complex cost estimating efforts, using intricate, advanced Excel capabilities

• Excel template development – designed and built Excel templates, dashboards, and reports for management

• Costing models - designed and constructed sophisticated and highly intricate Excel-based models

• Collected requirements, conceptualized the solution, built, and tested spreadsheet models Sr Financial Analyst Verizon Colorado Springs, CO 11/92 - 7/06

• Process-managed several products’ monthly billing cycles (twice a month, for 24 months each)

• Authored and published ‘IT Executive Metrics Report’ - KPI reports, metrics, and dashboards

• Developed a company-wide ‘cost authorization approval process’ for $400M capital budget Cost Analyst / Contracts Evaluator PLANNING RESEARCH CORP McLean, VA 11/91 - 11/92 Financial and Telecom Analyst BRADDOCK DUNN AND MCDONALD McLean, VA 03/90 - 11/91 Network Engineer MCI McLean, VA 08/83 - 2/90

Contact this candidate