Matthew R. Segall Email & Phone Number

California, United States

New York, Ny, Us

New York, Ny, Us

Provided finance leadership and expertise to private and public companies in multiple sectors (FinTech, InsurTech, Telehealth, Sports Fitness, Artificial Intelligence). This included financial and business planning, corporate finance / M&A activities for both acquisitions and divestitures, fundraising, and the implementation of financial reporting processes and internal controls. Advised founders, CEOs, and executive teams focused on SaaS, B2B, and B2C models.

Chicago, Illinois, Us

Harvested $50M in savings over a two-year period, securing buy-in from C-level partners, to bring all shared service units to target. Centralized $36M in project spend to align technology investments with enterprise goals. Engaged in restructuring and turnaround efforts related to three year transformation program, including the movement of employees off-shore. Prioritized and monitored business initiatives for COO to modernize operations (e.g. robotics process automation, data governance, access management, call center refresh). Launched procurement process review with accounting and IT leadership. Completed transfer-pricing model for 8 functions. Ensured financial reporting needs were met.

Walnut Creek, Ca, Us

Drove expense and capital planning, prioritization, and deployment for $150M in annual project investments. Executed five major technology and business programs simultaneously during a three-year transformation. Built a new change management function. Partnered with the CIO to inform the Board of project performance and monitor risks, issues, and KPIs compared to plan. Developed new governance and decision-making frameworks with authority delegated by the CEO. Consulted with all functions to ensure the optimal use of capital, achievement of multi-year roadmaps, and adhere to risk management best practices.

Walnut Creek, Ca, Us

Ran enterprise corporate finance with an emphasis on M&A activity. Identified targets, selected investment bank partners, and evaluated deal structure for acquisitions, partnerships, and investments. Led due diligence and post-merge integration activities. Aligned deal sourcing activity against corporate strategy. Directed technology program office governance, planning, project selection, and benefit realization. Provided return on invested capital analysis to the Board and drove financial modeling. Restructured functions to reduce costs.

Walnut Creek, Ca, Us

Completed operating model transformation as part of finance team with external consultants to spin-off $500M auto club operation. Completed a holding company merger and stood up post-merger financial reporting and cash flow forecasts. Directed enterprise capital project planning (business and technology initiatives), selection, budgeting, forecasting, financial analysis, financial controls, and benefits realization.

Walnut Creek, Ca, Us

As a member of the product executive team, served as a business line CFO. Provided financial oversight for $250M P&L and go-to-market activities, including work that resulted in a $35M improvement to the bottom line. Provided strategic guidance to improve product performance, and adjusted cost allocations to better illustrate results. Worked with audit to reduce identified operating risks, ensure compliance, and meet reporting requirements.

Walnut Creek, Ca, Us

As a member of the product executive team, served as a business line CFO. Responsible for finance, accounting (A/P, A/R), technology and training teams. Provided M&A support. Developed business requirements and a new chart of accounts for a $16M accounting platform implementation. Developed strategic goals to enhance revenue and control costs. Restructured multiple functions.

Walnut Creek, Ca, Us

Led financial planning for AAA club, assisted with the consolidation of enterprise financial results, and provided long-range forecasts. Worked with external consultants to assess ERP upgrades. Developed ROI models and built business case financials to assess technology system projects. Partnered with sourcing on contract negotiations.

Walnut Creek, Ca, Us

Partnered with product team to launch new products, evaluate customer lifetime value, refine channel strategy, and achieve growth targets. Built financial models to understand price sensitivity, acquisition costs, and retention drivers. Provided vendor due diligence, financial reporting, scorecards, and ad hoc project analysis.

Walnut Creek, Ca, Us

Conducted revenue forecasts, scenario planning, and sensitivity analysis to oversee $200M in product and service revenue. Created financial metrics and key performance indicators for inclusion in a balanced scorecard for the Board.

Cleveland , Ohio, Us

Developed and maintained 25+ financial models on Gaming & Leisure companies and grew the coverage list by 15%. Synthesized data gathered from states, journals, SEC filings, and investor relations teams to create pro-forma financial statements.

Toronto, Ontario, Ca

Recommended public company equity investments to institutional sales and internal brokerage teams. Performed due diligence and valuation within the Casino Gaming industry. Completed $70M IPO.

Los Angeles, Ca, Us

Audited the financial performance of 17 individuals accounts, reconciled bank statements, and evaluated 4 outside fund managers (i.e. due diligence, benchmark comparisons). Utilized cash flow projections to manage liquidity.

Master Of Business Administration, Finance & Strategic Management

Bachelor Of Arts, Political Science