Matthew Bogen Email & Phone Number

Boston, MA, US

Boston, MA, US

Philadelphia, Pennsylvania, United States

Atlanta, Georgia, United States

Boston, Massachusetts, United States

• Built financial models (e.g., total addressable market, manufacturing capacity, sales projections) to inform SKU decisions for initial product launch, prioritization of capital expenditures to improve manufacturing.
• Designed, published User Guide on bespoke software platform to train 20+ technical professionals

Philadelphia, Pennsylvania, United States

Greater Boston

• Built, maintained financial models, KPI monitoring and trained junior staff in financial model management
• Led, coached teams to assist clients on strategy and implementation topics including data privacy, operational risk, governance
• Owned, developed client relationships across functions including Business Lines, Operations, IT, Risk, Legal, etc.
• Spearhead ideation, publication of thought leadership, led client trainings on varied topics in financial services Select Project Experiences:
• Created operational risk dashboard and novel methodology. Built working prototypes and synthesized metrics for Generation 1 dashboard, presented roadmap for enhancements, got Director buy-in and shared with SVP sponsors
• Designed, carried out bank initiative to integrate climate change risk into policies, frameworks. Created whitepapers and educational materials; led strategy workshops to support creation, execution of implementation.

Greater Boston Area

• Select Project Experiences:
• Spearheaded an 8-person team in development and execution to integrate an Issues Management function, containing thousands of tagged issues, with a global compliance initiative spanning 50 subsidiaries
• Paired algorithmic analysis with subject matter expertise to assist a regional bank's cleanup of its Process, Risk, and Control inventories, leading to 10-30% reductions in inventories with outlining of next steps

Greater Boston Area

Joined EY through its Business Advisor Program, a rotational experience across multiple competencies in its Financial Services Office (FSO) Advisory division

Medford, MA

As an intern at Tufts Audit & Management Advisory Services, I assessed internal financial and operational controls for effectiveness and compliance. In this role, I led audits of a University partnership and two departments, documented findings, and wrote preliminary audit reports with recommendations.

Medford, MA

Coached 50 students on idea development and organization for research papers and led anti-plagiarism workshops

Quincy, MA

Wrote SQL scripts to automate transfer of information to business unitsCreated central library to facilitate onboarding of employees to department-managed applicationsReplicated workbooks and data analytics functionalities in TIBCO Spotfire in order to retire an older application

Brockton, MA

• Recruited 12 coaches and enrolled 41 students for SAT and college counseling program
• Handled program’s budget and oversaw purchases
• Raised over $1,000 of in-kind food and merchandise donations
• Managed daily operations and extracurricular trips

Master Of Business Administration - Mba, Finance And Operations (Oidd)

Activities and Societies: Investment Associate at Wharton Impact Venture Associates (WIVA); VP of Finance at Out for Business (O4B); VP of.

Bachelor’S Degree, Economics, 3.66

Activities and Societies: Another Option, Tufts Anime Brigade, Writing FellowsHonor: Magna Cum Laude Major GPA: 3.76 Cumulative GPA: 3.66