Matthew Carpenter Email & Phone Number

Minneapolis, Minnesota

Focus on leading team activities to secure partnerships within the agent credit card business for Elan Financial Services (division of US Bank). Efforts center on maintaining Elan's leadership position within industry while market, regulatory and competitive landscape continues to evolve. Team focus includes prospecting, pipeline management, opportunity assessment, B2B marketing, digital integration into sales process, due diligence, risk management, opportunity valuation, relationship management of external/internal referral sources, contract negotiations, policy & process refinement, consultative sales and maintaining executive buy-in of activities.

Greater Minneapolis-St. Paul Area

Provided financial leadership for 2 business lines with $2.0B in assets, $250MM+ in annual revenues and $110MM+ in expenses. Business critical points of focus included developing strategies to speed growth, competing within an increasingly competitive marketplace, creating meaningful financial management tools and building a stff capable of hunting these business issues. Finance functions included: sales/business development support, strategic planning, forecasting, variance analysis, risk-opportunity assessment, partner payments, GL reconciliation, accounting/regulatory support and SOX compliance. Managed and mentored a staff of 6.

Raleigh-Durham, North Carolina Area

Authored credit reports on 150+ municipalities with public debt. Assessed municipalities’ credit worthiness and potential to meet contractual obligations by conducting in-person interviews with key officials, completing on-site analysis and analytic measures. Developed expertise in numerous financing methods and monitored key changes in related bond markets.

Mba, Finance

Activities and Societies: Dean’s Fellows Scholar, Beta Gamma Sigma Society

Bs, Business Administration

Activities and Societies: Phi Sigma Pi Honor Fraternity, Dean’s List, UNC Club Swimming