Matt Gardner Email & Phone Number

Westlake, Ohio, Us

• Provides leadership to and oversight of the accounting financial reporting groups ensuring the Company’s financial statements are prepared in accordance with GAAP and meet all financial reporting requirements.• Collaborates with business unit heads to ensure all financial decision-making focuses on return on invested capital, including potential acquisitions and the development of a strategic business and/or operational plan with the goal of increasing the enterprise value of the Company over time.• Continually develops metrics to ensure they are focusing on the correct factors and identify and track value drivers for each business unit.• Establishes and maintains sound financial policies, procedures, systems, and controls for the Company, including working capital accounting, general accounting, capital expenditures, accounts receivables, AP/AR, payroll cash management, budgeting, and forecasting.• Prepares and analyzes all internal and external financial data related to Company operations including: budgets, forecasts, financial statements, and monthly, quarterly, and annual reporting.

Cleveland , Ohio, Us

Managed and directed operational functions of the Corporate Bank, reporting to KeyCorp CFO. Corporate Bank encompasses $47B of assets and $2.3B of revenue and includes Commercial Real Estate, Investment Banking, Equipment Finance Leasing, and Payments operations. Managed a team of 18 employees. Served as member of Finance Leadership Team and KeyCorp Executive Council. • Led the development of Corporate Bank annual strategic and operating plan for 4 major lines of business. • Provided business unit strategic and financial performance insights relative to internal plans and peers enabling strategic decision-making and improvement opportunities. • Led and managed the Finance Intern and Analyst Programs, 3 month and 16 month rotational training programs. • Directed month-end close process, review entries and accruals, comparing results to expectations, and explaining results to Executive Leadership Team.• Integrally involved in Board presentation process, including financial performance reviews, strategic priority updates, and annual strategic plan.• Developed driver-based forecasts, requiring bottoms-up review of certain balance sheet and income statement line items, linking forecast to pipelines, utilizing historical performance data, and aligning individual goals to overall business objectives.• Provided strategic, financial, and accounting insights into corporate development activities, including the acquisitions Pacific Crest Securities (2014), First Niagara (2015), and Cain Brothers (2017). Part of due diligence and integration teams, identifying revenue and expense synergy opportunities and preparing pro-forma financial results.

Cleveland , Ohio, Us

Responsibilities include managing the quarterly earnings release process, creating presentations for Board, analyst, investor, and shareholder meetings, and managing rating agency relationships.• Developed presentation materials with senior management on Key’s strategic priorities and performance. • Coordinated calls with Board members and large shareholders concerning the potential split of the CEO/Chair position. Developed contact lists, prepared speaking points, and provided feedback and reporting to management.• Prepared senior management for quarterly earnings releases and investor conference presentations.

Cleveland , Ohio, Us

Managed the net interest income (NII), net interest margin (NIM), interest rate risk (IRR), funds transfer pricing (FTP), and commercial mortgage servicing rights and student loan valuations for KeyCorp with a team of 15 employees. • Managed the Asset Liability Committee (ALCO) process, working with the CFO and Treasurer to set agendas, prepare materials, and create the appropriate governance.• Ensured model development in compliance with internal guidelines as well as regulator expectations, identifying model objectives, assumptions, methodologies, and sources of information. Provide assessments of model performance through validation, back-testing, and assumption review.• Performed monthly interest rate risk analysis including net interest income simulation, Economic Value of Equity (EVE), and Duration of Equity (DoE).• Provided monthly review of NII, NIM, EVE, and DoE to Corporate Treasurer and ALCO, as well as quarterly review and guidance to the CFO and Corporate Treasurer.• Partnered with teammates to review investment portfolio, hedging, funding, and liquidity strategies to optimize earnings while remaining within IRR tolerances.• Partnered with line of businesses to understand client business flows and suggest pricing incentives to encourage client behavior to modify IRR positioning.• Led, managed and coordinated responses to regulatory inquiries and reviews regarding interest rate, liquidity, and funding risks, including the balance sheet and net interest income forecasts in both base and stress scenarios for the Comprehensive Capital Analysis and Review (CCAR).

Cleveland , Ohio, Us

Manage and direct operational functions of Real Estate Capital Finance, reporting to Corporate Bank CFO. Managed a team of 5 employees. Responsibilities include business planning and forecasting, financial analysis and reporting, strategic planning, incentive compensation planning and administration, performance management analytics and reporting, accounting policy research, and specific strategic initiatives.

Cleveland , Ohio, Us

Managed and directed operational functions of Institutional Bank Finance, reporting to Corporate Bank CFO. Managed team of 5 employees. Responsibilities include business planning and forecasting, financial analysis and reporting, strategic planning, incentive compensation planning and administration, performance management analytics and reporting, and specific strategic initiatives.

Cleveland , Ohio, Us

Responsible for all aspects of financial analysis for the Consumer Bank, including planning and forecasting, monthly and quarterly performance analysis for executive management, and incentive compensation analysis. Provided analytical support to Finance and Consumer Bank management to help the organization determine the appropriate metrics to predict future financial success, allocate resources, and evaluate managerial effectiveness for various projects and initiatives. Provided analytical support to Corporate Development for branch merger, acquisition, and divestiture activity, including financial analyses, forecasting, due diligence, integration, and performance tracking.

Master Of Arts - Ma, Economics

Bachelor Of Arts - Ba, Economics