I’m a lead instructor at BizTrix and train individuals in core business skills across Excel, SQL, VBA, PowerPoint, and Word. I have provided financial, strategic, and process improvement support for various corporations, including the eCommerce leader for pet products (Chewy), a leading toy company (LEGO), Fortune #1 company (Walmart), and a top tier investment bank (Credit Suisse). I also have a passion for programming and have designed multiple applications in Excel and C#; recent projects include an FX trading platform, equity options trading algorithm, and SEC data extraction tool.Specialties: Financial modeling and analysis; data manipulation; advanced Excel VBA; C#; SQL; FIX Protocol; XBRL; technical trainer for Excel, SQL, VBA, PowerPoint, and Word
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FounderBiztrix Aug 2023 - PresentUnited StatesDeliver core, essential business skills training for Excel, SQL, VBA, PowerPoint, and Word. www.biztrix.us -
Director, FinanceChewy Nov 2021 - PresentLead the Finance team for the Hard Goods and Specialty business units and directly support the lead merchants and C-Suite Executives -
Head Of FinanceThe Lego Group Apr 2018 - Oct 2021Seoul, South KoreaLed all aspects of Finance for the South Korea market and was an active member of the South Korea leadership team in strategic direction setting -
Sr. Manager FinanceLego Group Aug 2016 - Mar 2018Hartford, Connecticut AreaLed team that supports US Sales and Marketing in delivering financial performance, financial planning, and strategic direction setting -
Director - Finance And StrategyWalmart Jan 2015 - Aug 2016Bentonville, ArLed team that measures ROI for Marketing initiatives and in directing efforts toward highest ROI optionsInfluenced $1B price investment strategies through the assessment of Savings Catcher and other programsDiscovered and quantified Ad Match abuse to influence process changes, realizing $120M in annual expense reductionAnalyzed the effects of print strategies and recommended a plan to increase sales $1.5B through expanded messagingProposed a strategy to optimize marketing spend for new store openings; reduced overspend and freed up $5M -
Senior Manager Ii - Finance And StrategyWalmart May 2012 - Dec 2014Bentonville, ArSupported and advised senior leadership on core financial and strategic initiatives for $28B Health and Wellness DivisionAssessed the financial investment and impact of preferred pharmacy contracts amounting in sales of $1B+Led the operating budget process for 400+ leaders in planning multiple departments and line accounts for 4,100 storesCollaborated across multiple teams to leverage automated prescription filling facilities to reduce laborIncreased business transparency through improved reporting and saved 750+ hours/month by automating processes Modeled the financial impacts of staffing tool optimization to reduce labor for $2B+ pharmacy payroll -
Senior Financial AnalystMelaleuca:The Wellness Company Mar 2010 - May 2012Provided financial planning, analysis, and budget support to multiple managersIdentified and implemented revenue enhancement and cost savings opportunitiesPrepared internal reports, forecasts, and ad-hoc project analyses for the COO, CFO, and internal departmentsAutomated recurring reports, streamlined and improved template files, and provided Excel and financial modeling training -
Analytics ConsultantMherbert Consulting Feb 2009 - May 2012Create custom Excel and IT solutions for various user needsSolutions have included custom, automated financial analysis models and reporting tools for a merchant services company and an asset management firm; user form application for a school district; and BSA scout tracker for a local troop
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Investment Banking AnalystCredit Suisse Jul 2007 - Feb 2009Created comprehensive models analyzing various transactions including IPO, LBO, M&A, and recapitalizationPrepared valuations using DCF, equity, precedent, bank debt, and high yield comparablesDrafted information memoranda, management presentations, and various other marketing materialsConducted financial, market, and business due diligence to understand performance drivers -
Programming ConsultantGlobal Financial Services, Inc. May 2007 - Jun 2007Programmed a custom trading multiples model in Excel VBA to focus on the fund’s value investing strategyUtilized the model to evaluate existing and potential portfolio companies for further financial analysisDeveloped a performance returns model to analyze IRRs based on user-defined buy and sell multiples
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Finance InternUnion Pacific Railroad Apr 2006 - Aug 2006Facilitated a billing process change and developed a system for tracking foreign derailments and traction motor change outs, recovering $2.1 million and suppressing future errors on the order of $14 million -
Finance InternWoodgrain Millwork Apr 2005 - Aug 2005Analyzed the pro forma financial impact on constructing a new distribution center and developed a decision process for recapturing profits from unprofitable customers -
Voluntary RepresentativeThe Church Of Jesus Christ Of Latter-Day Saints Aug 2001 - Aug 2003Spent two years in Seoul, Korea, teaching people about religious and family valuesLearned how to speak, read, and write KoreanOne of five (Top 5%) selected to oversee a geographic region and train 24 representatives in language and teaching skillsAssisted the Mission President in conducting training sessions and in supervising the work of 100 representatives
Matthew Herbert Education Details
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Finance Emphasis
Frequently Asked Questions about Matthew Herbert
What company does Matthew Herbert work for?
Matthew Herbert works for Biztrix
What is Matthew Herbert's role at the current company?
Matthew Herbert's current role is Founder, BizTrix | Director, Finance.
What schools did Matthew Herbert attend?
Matthew Herbert attended Brigham Young University.
Not the Matthew Herbert you were looking for?
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2umn.edu, conbio.org
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Matthew Herbert
Senior Automation / Financial / Data / Product / Marketing AnalystSun Prairie Town, Wi -
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Matthew Herbert
Jackson, Mi2gmail.com, modelsandtools.com
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