Matthew Donaldson, Mba Email & Phone Number

Austin, TX, US

Northbrook, IL, US

• Strategic Financial Leadership of $7 Billion Portfolio: Direct a team of analysts to dissect complex financial data, enhancing forecast accuracy and strategic decision-making for a $7 billion insurance portfolio.
• Process Innovation: Redesigned forecasting processes for the independent agent channel, successfully integrating key insurance products to streamline operations and enhance financial reporting.
• Executive Communication: Conduct pivotal results discussions, translating complex financial data into actionable insights for officers and directors, influencing key product and sales strategies.

Northbrook, IL, US

• Financial Storytelling: Developed and communicated compelling financial narratives for upper management, detailing top and bottom-line impacts and guiding strategic decisions.
• Complex Analysis Management of $20 Billion Portfolio: Oversaw the analysis of a $20 billion auto insurance portfolio, addressing multifaceted business issues to maintain and enhance profitability.
• Cross-Functional Leadership: Led consultations across business units, driving accountability and strategic alignment to uphold financial health and operational efficiency.
• Analytical Leadership: Spearheaded a finance and state team partnership, driving deep analytical insights and fostering cross-functional discussions to enhance financial strategies.
• Profitability Modeling: Developed a long-term profitability projections model in collaboration with risk management to align the homeowner portfolio with economic capital targets.
• Business Unit Integration: Coordinated multiple business units during strategic projections, leading alignment discussions that managed a $4 billion property and casualty portfolio.

Northbrook, IL, US

• Strategic Collaboration: Partner with business units to anticipate emerging trends, develop strategies, and recommend corrective actions to optimize operations.
• Insight Generation: Develop in-depth analyses to deepen stakeholder understanding and support operational adjustments.

Northbrook, IL, US

• Project Management: Lead analysis projects focusing on growth opportunities, effectively communicating findings to senior leadership.
• Team Skill Enhancement: Develop a 15-member finance team by providing advanced training in Tableau and SQL, shifting focus from data gathering to strategic consultation.

Northbrook, IL, US

Allstate’s Leadership Development Program (LDP) is designed to build versatile leaders by providing cross-functional experience through three, one year, rotations in different areas of the organization, with one of those rotations being in a field office.

Northbrook, IL, US

• Innovative Analytical Frameworks: Leveraged advanced data tools including SQL, R Code, and Tableau to construct a comprehensive analytical framework, managing a substantial insurance portfolio.

Northbrook, IL, US

• Operational Efficiency Improvements: Contributed to the continuous improvement initiatives by identifying and implementing new metrics, optimizing claims processing efficiency and customer satisfaction.

Northbrook, IL, US

• Commercial Lending Analyst for Allstate Finance Company, LLC.
• Facilitated agency growth initiatives that allowed AFCO proprietary distribution channel to improve customer experience
• Underwrote loan requests to present during loan committee and processed wire/ACH transactions in SAP
• Aided in closing of approved requests to drive growth of combined loan portfolio to $505 million
• Attended kickoff meetings, New Agent night, and promoted agent lending by contacting field sales leaders and maintaining an active relationship generation program

Milwaukee, WI, US

• Developed enduring relationships with clients
• Provided expert guidance for a lifetime of financial security
• Focused on solutions to make clients’ financial goals a reality
• Collaborated with an office team to increase efficiency
• Developed skills in sales

• Collaborated with a team to coordinate successful events that resulted in over $100,000 profit
• Accounted for thousands of dollars with accuracy and efficiency
• Accomplished contract negotiations through use of interpersonal and negotiation skills
• Executed social media campaigns to increase online community
• Managed ticket sales

Birmingham, AL, US

• Executed merchandise promotions through new innovative ideas
• Assisted in accurately transmitting company intentions to consumers
• Communicated verbally to superiors an analysis of the current market
• Developed marketing skills

Louisville, KY, US

• Assisted in efficiently transmitting restaurant values to customers
• Communicated verbally with customers in order to satisfy their needs
• Developed management and communication skills

Master Of Business Administration - Mba, Management

Bachelor Of Business Administration (B.B.A.), Finance, General & Marketing