Matthew Goldstein Email & Phone Number

Potomac, Maryland, United States

Washington D.C. Metro Area

Financial management, strategy & operations, and growth consultant for companies large & small. I believe people come first, growth should be thoughtful, and change doesn’t equal disruption.

Washington D.C. Metro Area

Led publisher management efforts in collaboration with sales, ad operations, editorial, and analytics teams to drive health and scale of advertising opportunities across owned & operated and third-party platforms (NatGeo.com, NG-operated community platforms, third-party social platforms, etc).Spearheaded cross-functional advertiser campaign management process improvement efforts, including end-to-end workflow reviews, implementation of project management tools and frameworks, and fostering of a solutions-oriented collaborative team culture.Developed and implemented business operations processes across 10+ operating teams (content “desks”, video producers, photo editors, social, etc) to enable and streamline departmental financial management; content development & project-level budget management; contract structuring, negotiation, and execution; and vendor/partner on-boarding.

Business manager for entire Integrated Marketing organization, spanning Marketing, Merchandising, and Creative teams, supporting the CMO and CEO. Responsible for planning, budget management, and strategic execution.Drove quantitative and qualitative analyses of effectiveness of all marketing channels (paid, owned, and earned).Developed annual and quarterly marketing spend and sales plan for >$30M advertising budget; key input to building bottoms-up sales forecasts in partnership with FP&A team.

Individually managed financial planning & analysis for company during growth from $100M to $200M+ in sales and 450 to 1,000+ employees; project managed 20+ managers and executives across the business to complete annual & quarterly operating and strategic plans.Managed transactions in support of company-wide strategic initiatives, including M&A activity, financing raises (debt and equity), capital investments, vendor selection, leasing activity, etc.Was responsible for financial analysis of strategic acquisition targets, managing due diligence, structuring of legal documentation, and post-close financial management.Partnered with senior management across the company, providing financial analysis and insight to support business strategies and execution.Managed investor relations with key equity investors and board members.Ideated and built a highly detailed multi-year financial model including marketing channel specific orders forecast (TV, search, direct mail, digital, etc.) and business drivers across 10+ functional teams (ecommerce, production, operations, marketing, administrative, etc.).Prior Roles:-Manager of Finance-Financial Planning Analyst

Strategic and financial advisor to an education services startup from inception to successful exit. Focused on pricing strategy and market positioning, including the development of a pricing model to support a successful multi-million dollar RFP with a major public Federal contractor.Assisted CEO in building comprehensive business model to identify key drivers of profitability and ability to scale company infrastructure.

Worked across three buy-side funds to identify, structure, and close investments & acquisitions across a variety of industries; presented all facets of potential investments to investment committee, including target company strategic analyses, industry research, operational analyses, financial projections, and projected investment structure and returns.

Leveraged Finance - Portfolio Management