Mathew Hiatt, Mba Email & Phone Number

Portland, Maine, Us

• Manage the accounting and reporting processes for a $3+ billion fixed income investment portfolio, including treasuries, MBS, ABS, CLOs, corporate bonds, municipals, and term loans. • Analyze complex financial data, evaluate investment accounting implications, and deliver actionable recommendations to senior management to inform strategic decisions. • Oversee GAAP-compliant general ledger accounting, ensuring accurate journal entries, account reconciliations, and monthly close activities for all investments. • Collaborate with portfolio managers to analyze investment activity, perform stress testing, and support asset-liability management (ALM) reporting for the ALCO committee. • Lead process improvement initiatives, maintain robust internal controls, and address audit requests while ensuring compliance with accounting policies and technical standards.

Boise, Idaho, Us

• Lead a team of financial analysts to develop and drive the adoption of standard budgeting practices. • Create and maintain financial models in Excel to support forecasting and operational expense scenario analysis. • Collaborate with each business unit to document standard processes and provide training to new hires. • Prepare monthly and quarterly financial reports for management, executive teams, and stakeholders. • Use PowerBI to create visually appealing dashboards that effectively communicate financial performance and insights to executive leaders. • Write and edit SQL queries used in PowerBI models to provide business unit leaders with key manufacturing metrics.

Boise, Idaho, Us

▪ Collaborated directly with insurance clients to build and own valuable relationships and ensure their success. ▪ Managed client inquiries and delivered accurate financial statements and data analytics. ▪ Trained new analysts on how to handle complex accounting and finance questions. ▪ Used Salesforce and JIRA to create action plans and monitor projects for clients. ▪ Provided client training (including discussions on GAAP, STAT and Tax accounting procedures).

Boise, Idaho, Us

- Coordinated with all levels of personnel to analyze financial & operational data- Gathered, reviewed, and consolidated financial data- Collaborated directly with clients to build and own valuable relationships and ensure their success- Managed client inquiries and delivered accurate Financial Statements- Handled complex accounting and finance questions posed by clients- Provided client training (including discussions on Accounting, GAAP, STAT & Tax procedures)- Reconciled investment transactions & accounting information for client portfolios- Managed projects & coordinated with necessary internal and external resources- Lead the monthly consolidation process and produced key financial reports, including balance sheets, income statements, cash flows and other key performance indicators- Utilized Salesforce to manage workflow and develop client relationships

Boise, Id, Us

- Researched and analyzed financial information of both traditional and alternative investments.- Created reports with regards to clients and their service history.- Executed trades according to client instructions- Provided analytical perspectives to important strategic decisions- Created reports to aid in the communication between financial advisor and client- Created presentations and recommendations as to which funds should be includedin portfolios

Boise, Idaho, Us

- Identify, investigate, and document quality deviations.- Troubleshoot deviations using systematic troubleshooting techniques.- Ensure robust corrective and preventive actions are taken to prevent reoccurrence.- Troubleshoot process problems and determine the best course of action.- Assist engineer with process developments.

Boise, Idaho, Us

- Accurately retrieve and deliver specimens from clinics across the Treasure Valley.- Follow given directions to ensure specimen remains perfectly suitable for testing.- Work independently with clinics to provide superior customer service by ensuring the specimen arrives to the lab in a timely manner.

Memphis, Tn, Us

• Lead, mentored, and coached a team of parts sales representatives, setting clear goals for performance expectations. • Conducted regular performance evaluations, provided constructive feedback, and identified opportunities for skill development and training. • Fostered a positive and collaborative team culture by encouraging teamwork, initiative, and accountability.

Eagle, Idaho, Us

- Responsible for the day-to-day tasks and administrative duties of the office which included answering phones and setting appointments- Pulled data from client files and created reports for advisors to use during meetings- Cultivated strong client relationships through superior customer service both in person and over the phone

Master'S Of Business Administration

Bachelor Of Entrepreneurship Management, Business/Management