Matt Sullivan Email & Phone Number

San Diego, California, United States

Greater San Diego Area

• Facilitate any and all project needs between MIS and the Finance/Accounting Department
• Handle all aspects of company wide Business Intelligence software
• Accounting software administrator

San Diego County, California, United States

San Diego, California, United States

San Diego, CA

• Accounting Duties: A/R, A/P, journal entries, bank reconciliations, inventory management/logistics, tax filing
• Financial Duties: Creating various reports, monitoring cash flows, coordinate purchases
• Marketing Duties: Google Ad-words, Facebook ads, Twitter Ads, (CPC & CPM), blogging (optimizing key words), PR outreach, product development, target marketing
• Website Duties: Setting up and managing domain (and sub-domains), building/maintaining website visuals (html/CSS/JS), re-directing 404 errors (during website transition), Intertwining main website to other.
• Legal Tasks: Government compliance, calculating and remitting sales tax, applying basic business law knowledge

San Diego, CA

• Coded a custom Business Intelligence Dashboard for the executive management team so they could measure the best producing branches
• Created KPI based scorecards with dynamic goals that branch managers used to gauge employee performance
• Used my SQL knowledge to write complex logic to generate custom fields and parameters for more intricate requests
• Built PDF reports with heavy conditional formatting to display trending analyses through different time periods
• Utilized my knowledge of HTML and CSS to build aesthetic fragment pages where I embedded queries and other BI widgets in
• Responsible for configuring security settings, data roles, and user accounts for the software

Rocky Hill, CT

• Worked with title companies in confirming liens on properties, identifying judgments, reconciling settlement figures on final documents, calculating escrow reserves, etc.
• Examined documents: credit reports, tax returns, asset portfolios, appraisals, trusts, etc. in ascertaining the individual’s capability of repaying the loan
• Worked with underwriters to ensure the mortgage complies with Fannie Mae/investor requirements and governmental laws, in order to be securitized and sold in the secondary market
• Led training seminars and participated in managerial meetings for the goal of creating a more efficient process and improving client satisfaction

Cheshire, CT

• Analyzed and recommend funds to advisors based on key ratios, financial statements, performances, etc.
• Managed and updated client accounts and portfolios based on client requests
• Attended weekly meetings with the advisors at the firm, where we discussed the economic environment, financial strategies, new tax laws, etc.