Matthew Casey, Cma Email & Phone Number

Denver Metro, CO, US

• Refined the monthly reporting process to include a direct connection into the ERP which allows financials to be reported in an automated and mistake-free fashion.
• Created a new weekly cash flow process and forecast that allows the finance department to understand cash outflows and project cash needs accurately six weeks ahead of funding requests. o Linked AP and POs.
• Started a reporting team to provide reporting elements on a daily, weekly, and monthly cadence for the board, executives, and supervisors throughout the entire company.
• Started two weeks after the creation of Private Equity Backed Company.
• Manage the monthly financial reporting package for the board as well as internally.
• Implemented basic KPIs to allow the company to monitor the most important aspects of the business.

Denver, Colorado, US

• FYR empowers young people to build physical and mental strength for life by providing access to a network of community-based fitness programs and mentorship.

Boulder, Colorado, US

• Create financial modeling for small companies looking to obtain a loan or grant through the Energize Colorado Fund which aims to support small business across the State of Colorado.
• Act as liaison to ensure complete package and increase the chances of getting application approved.
• Provide financial guidance to the firm as they typically are too small to have a full-time finance team.

Tulsa, OK, US

• Evaluate and assume risks for clients in the Commercial & Industrial (C&I) lending space, with relationships valued at up to $25MM with companies’ revenue up to $100MM
• Work with companies to create a 13-week cashflow forecast, as well as rolling budgets and longer-term planning.
• Collaborated with two other Senior Underwriters to create a template used after a company acquisition to streamline contractor analysis, non-profits, capital stack for larger companies and monthly projections
• Organized the company’s transition to an online all-inclusive underwriting platform integrated with the Bank Core and Salesforce to modernize and streamline operations

Dallas, TX, US

• Conducted cash flow coverage analysis, collateral coverage worksheets, spreads, risk rating and profitability models for credits within the CRE, C&I and non-profit spaces, with responsibility for a portfolio of $190MM
• Created a template for SBA lending along with guidance on how to create projections, including a pro forma balance sheet, income statement for the borrower and an outline of the effect of the loan
• Served as Special Assets Group liaison to intercede on declining loans and find solutions; saved 9 loans from SAG
• Assisted other regions with rush requests on an as-needed basis

Denver, CO, US

• Built a four-person team from the ground up as part of a company-wide restructure and doubled sales from the previous year within a four-month period for a commercial VoiP provider
• Created key performance indicators (KPIs) to evaluate individual and company-wide performance

Bridgeport, CT, US

• Led a team of three analysts to quantify and mitigate risks and growth for an existing $338MM commercial real estate portfolio as part of the Stamford region’s $1.3B portfolio
• Built and implemented a profit model in collaboration with the Business Strategy team to determine estimated completion time, necessary resources and costs that ultimately became standard practice across all Commercial.
• Modernized the bank’s loan approval process by working with Vanguard and other division leaders to manage bug reporting and advanced training, ultimately becoming a LoanVantage subject matter expert for the Commercial.

Bridgeport, CT, US

• Participated in an intensive formal credit training program through all divisions of the bank and gained exposure to audit, loan workout/special assets, marketing and asset-based lending
• Served as an interim Relationship Manager during an employee’s leave of absence with responsibility for maintaining a portfolio and booking three new loans totaling $57MM
• Created a database for potential new customer leads, using Excel and Sharepoint to uncover over 8,000 customers that led to over $1.7MM in increased revenues bank-wide

Bridgeport, CT, US

• Decisioned loans up to $1.5MM in total commercial exposure with a single signing authority of $100K
• Contributed to the creation of a new approval authority to reduce underwriting time and resources required for small loans with existing customers, based on credit scores rather than a full financial underwriting

CH

Officiate as well as train players and coaches on the laws of soccer. Certified internationally and refereed games in both the U.S. and New Zealand.

Keene, New Hampshire, US

Promote the ideals, traditions, and educational environment to potential students and parents alike each week through on campus tours. Host student panels to help publicize Keene State College.

Keene, New Hampshire, US

Mentored incoming students and assisted parents with transition to Keene State College.

Maintain and improve property along Hidden Brook Hollow Drive. Lead occasional work crews on large week long or multi-week projects.

Instruct first year scouts the basics of being a scout as well as life skills that are needed to be an asset to society.

Master Of Business Administration (Mba), Finance

Bachelor Of Science; Dual, Management; Economics