Matthew Thomas Email & Phone Number

I exhibit my extraordinary expertise in leading the development andexecution of the company's financial strategies in alignment with overallbusiness objectives. Moreover, I manage the preparation of comprehensivebudgets and financial forecasts, ensuring accuracy and alignment withstrategic goals. I monitor financial performance against budgets andforecasts, implementing adjustments as necessary to optimize financialoutcomes. Also, I develop and implement robust risk management strategies tosafeguard the financial integrity of the organization. Maintain compliancewith all relevant regulations, standards, and internal policies, proactivelyidentifying and addressing any compliance issues.Key Achievements:• Played an integral role in detecting and reducing specious activities withinsurance products by developing effective Fraud detection procedures.• Enabled more effective analysis of suspicious activities in partnershipwith the field force by successfully centralizing the New Businessdepartment under my supervision.• Developed and implemented wholesale compensation structures incollaboration with the team.

During this job role, I directed the reorganization transition from aFortune 500 company to a privately held status. I efficiently managed HR,IT, Legal, and Finance departments. Established company manual and policies.Additionally, I executed hiring and termination processes. Monitored therecruitment of a nationwide sales force exceeding 200 agents. Designedcompensation structures in line with organizational objectives. Directedfacility management for 15+ nationwide offices. Moreover, I oversaw IToperations with the CTO reporting directly. Handled legal affairs includinglitigations and legal proceedings. Also, I cultivated partnerships withlegal counsel and managed legal cases. Managed all financial operations andbudget development.Key Achievements:• Transformed a struggling company into a thriving enterprise throughstrategic initiatives and decisive leadership.• Negotiated and secured contracts with several insurance carriers regardingcompensation vendor management.• Maintained compliance with tax regulations and efficiently managedaccounting functions.• Revitalized organization by leading comprehensive restructuring under newmanagement.

While serving as a CFO, I efficiently managed all financial functions:budgeting, forecasting, and reporting. Collaborated with carriers to resolvecommission discrepancies. Also, I filed tax returns and reports as required.Moreover, I administered payroll operations. Analyzed financial data toinform strategic planning and decision-making. Directed the preparation offinancial statements. Additionally, I monitored insurance coverage andclaims procedures to safeguard company assets and liabilities.Key Achievements:• Improved overall organizational operations by successfully orchestratingSalesforce integration.• Devised and executed a robust exit plan for the company by managing assetpurchase negotiations.Additional Experience:Sales Manager – Affinity Group | Sacramento, CA