Matthew Young Email & Phone Number

Columbus, Ohio, United States

• Equipping Divisional Director and leadership team with profitability analysis, advisor performance reporting, and compensation plan changes on weekly leadership calls
• Tailoring production targets to fit diverse market challenges such as hiring expectations, advisor ramp, and existing branch support with Divisional Director and Senior Lending Managers
• Expanding revenue ($5m annual estimate) through local coverage strategy changes resulting in an additional $11 B in market opportunity covered
• Condensing expenses through new hire analysis highlighting lifetime cost ($1.4 m, resulting in changes to national new hire compensation) and setting senior sales leadership’s hiring expectations
• Shaping business relationships with One Chase partners in acquired and expansion markets by establishing business reviews to drive aligned regional and local strategies
• Managing and executing automation projects that increase consistency and decreases time spent on monthly reporting by utilizing Tableau and Alteryx

Columbus, Ohio Metropolitan Area

• 1st Rotation - Home Lending Finance & Business Management Analyst
• Helped materialize new financial advisory coverage model for call center executive leadership through the establishment of foundational reporting, relationships, and culture
• Trusted Executive Advisor - forecasted COVID compensation impact, evaluated proposed minimum incentive program, and communicated potential attrition risk
• Headcount SME - built historical headcount database that enabled productivity analyses, corrected entire financial hierarchy cost center structure, and influenced sales leadership on new performance improvement program.
• Productivity SME - aggregated loan level details, created/presented channel level productivity views to call center CEO in monthly financial reviews, analyzed new hire performance to prove new hire ramp assumptions and.
• Trusted Executive Advisor - Created reporting and presented key trends focused on business partner relationships, banker behaviors, and KPI's for East Chicago/Wisconsin and West Chicago/Central IL Regional Directors

Columbus, Ohio

• Re-engineered a monthly financial report saving 66 hours analyst per quarter while dramatically increasing the quality and frequency of communication between analysts and project managers
• Created comprehensive organization reporting package in Tableau being leveraged by managing directors, project managers, and analysts across multiple lines of business for a budget of $1.3 Billion USD
• Built and coordinated the introduction of team SharePoint site during leadership transition to organize and centralize team reporting responsibilities
• Ran weekly team update meetings by compiling analyst commentary for multiple lines of business

Indianapolis, Indiana

• Analyzed and created process map of Customer Care IVR system for senior leadership to use in improving call routing
• Evaluated new hire sales performance to recommend updated target close rates throughout training program
• Tested and compared sales agent compensation complaints against forecasted and historic earnings
• Improved efficiencies for 6 daily/weekly reports and commentaries for sales, field, and marketing management through the use of advanced Excel Macro functions
• Extracted, modified, and automated customer team services reports in SAP Business Objects

Clermont, Indiana

• Organized an open accounts receivable account to reconcile over $500k of unapplied cash and $125k of unpaid invoices
• Tracked and reported excessive credit memos to Director of Accounting and Finance to assure the parent company of accurate record keeping
• Created invoices by processing and posting progress reports to accounting database (AS400)
• Purged incorrect or outdated progress reports in field production database and stored in historical files

Master Of Business Administration - Mba

Bachelor'S Degree, Finance & Corporate Innovation/Entrepreneurship

High School