Matthew Quist Email & Phone Number

Dallas, Tx, Us

Richardson, Texas, United States

Specialty pharmacy focused on high end medications, FP&A role centered on P&L review, treasury analysis, and buy-side economics. Responsible for maintaining department budget and YTD tracking.• Review company level P&L, investigate variances to budget, and explain the story of the business to Finance SVP on a monthly cadence.• Review monthly, quarterly, and YTD budgets at department level P&L with department heads on a monthly cadence. Followed up with recommendations for how to track to budget or areas of concern. • Weekly update and maintenance to the AR treasury model which tracks actual payments to cash forecasts• Analyze buy-side economics on medications from suppliers. • Maintain core spreadsheets which provide breakeven points and minimum profitability measures to bid proposals• Build and maintain dashboard analysis on KPIs for weekly board meeting deck. • Highlight and provide commentary on treasury and buy-side dashboards for weekly board meetings• Budget department level yearly costs to aid in company level budgeting and forecasting for yearly budget and quarterly assessment or recasts• Assist the company in developing annual revenue models and conduct quarterly reviews and reforecasts• Ad Hoc analysis with regards to specific buy-side or treasury measures requested by senior leadership team

United States

• Corporate budgeting, operational analyses, and product and market trend reporting and forecasting• Produce timely and accurate financial analyses in a complex and growing organization.• Interpret financial / operational data and effectively illustrate/communicate links to business performance.• Maintain a strong process improvement minded approach resulting in the development of new technological ways to streamline and improve reporting efficiency.• Develop new or enhanced metric and financial based analyses to support changing business needs.• Contribute to ad hoc analytical projects as necessary both within and beyond primary area of focus.• Independently develop new Excel models, charts, graphs, and procedures as necessary.• Other duties as assigned

United States

• Supervised team of 5 which consisted of 3 contract specialists and 2 senior contract specialists. • Maintained vendor contract database that had over 200 active contracts. • Independently seek out and evaluate cost savings opportunities based on spend, invoice data, and contracts with various national vendors, resulting in exceeding department cost savings goal of $5,000,000• Create financial models for decision support of senior management.• Review past results, perform variance analysis, identify trends, and make recommendations for improvements.• Guided internal stakeholders in cost savings procedures set up in negotiations with vendors.• Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, and Excel models and dashboards that maximized savings efforts and communicated those results to senior management. • Identified over $2 M in savings with FedEx utilizing Excel modeling techniques.

San Marcos, California, United States

• Managed a team 6 which consisted of 4 other analysts and 2 administrative assistants. • Lead reorganization of department into a team structure and provided organization foundation for future expansion, including creating new job descriptions.• Lead automation effort of template report that expedited process of filing reports that is still used today.• Overhauled the existing training program to be a detailed 6 month, including training materials, detailed P&P for the position, and implemented an orientation process for the department.• Supervised weekly meetings to set action goals for the team on Mondays to achieve by the following Monday.• Used 3 statement financial modeling to assess the ability to maintain various mortgage licenses and file required reports on the NMLS, which require highest levels of accuracy due to SAFE Act• Prepared and filed reports for public companies using SEC filings and internal loan systems that require the highest degree of accuracy.

San Marcos, California, United States

• Analyzed thousands of loan files to file quarterly reports detailingmetrics, protocols, and communications• Coordinated with clients through virtual and in-person methods to obtainloan data, utilizing loan operating systems and templates• Assessed client’s ability to maintain licenses by analyzing tangible networth, loan level volume, and financial statements• Presented company-wide trainings on financial statements andinstitutions• Filed complex financial condition and statement reporting

Master Of Business Administration - Mba, Finance And Strategy

Bachelor'S Degree, Finance

Associate Of Science - As, Business Administration And Management, General