Matt Eppehimer, Cfa, Cep Email & Phone Number

Conshohocken, Pennsylvania, United States

Philadelphia, Pennsylvania, United States

Philadelphia, Pa

Philadelphia, Pa

Built & utilized financial models (Monte Carlo Simulation, Black-Scholes Model) to determine fair values of various employee equity compensation vehicles such as Performance Shares and Stock Options.Assisted client auditors with various valuation and accounting proceduresConsulted on fair value calculation to C-suite level executives in a clear and concise manner.Attend industry networking and training events throughout the northeast to learn about the equity issues facing clients.Mentor and answer questions from Associates about valuations of stock options, performance shares, ESPPs, liability awards and performance options.Work on more complex projects such as measuring incremental expense for Type I, III and IV modifications, as well as producing CEO Pay Ratios for various clients, and analyzing forfeiture rates of stock options, restricted shares and performance shares.Gained a higher understanding of the various projects and services provided while becoming an in depth reviewer of client projects.

Philadelphia

Supported Account Managers on client projects and analyses.Developed economic assumptions and corresponding valuations and accounting treatments under the principles of Accounting Standard 718 (ASC 718) and other relevant accounting codifications.Managed and organized a high quantity of deliverables to ensure timely delivery to clients.Monitored and maintained over 60 relative total shareholder return performance plans as well as providing certifications of final performance to present to auditors.Conducted statistical analysis of large datasets to understand employee stock option exercise behavior and develop a more accurate expected life for clients under ASC 718.Prepared draft reports, presentations and summaries for client reports.

Trevose, Pa

• Created a cumulative rate increase exhibit for a major insurer’s LTC insurance products over a 15 year period by product and state using MS Excel and MS Access• Updated lapse, term and incidence rates for a client and helped to create a first principles model• Assembled a PowerPoint outlining the recent trends in the Long Term Care industry• Became proficient with terms frequently used in the Long Term Care and Insurance industry• Gained a proficient knowledge in MS Excel as well as a better understanding of MS Access and VBA• Gained an understanding of how to format and present projects to clients.

West Chester, Pa

• Assisted in completing physical inventory counts of fixed assets at various U.S. sites. (Atlanta and Greenville, NC)• Reconciled counts taken at sites to general ledger records• Worked with accounting team to reconcile and set-up a new automated fixed asset module system• Monitored capital expenditure requests and validated requests that were within company approved limits• Gained a comprehensive and proficient knowledge of most excel functions• Assisted Accounts Payable department in importing and verifying new invoices