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 volume• 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 plan• Built, implemented future-state roadmap on data privacy capabilities to support a US bank's expansion to Europe• Led global bank’s alignment of controls to industry standards, control taxonomy framework. Designed customized three-tier taxonomy, identified opportunities to reduce control inventory by 30% while improving quality• Managed multi-region teams to complete quarterly SOX control testing and prepare reports for Board of Directors. Implemented efficiencies to reduce manpower effort by 25% while increasing work product quality

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.

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