Matthew Westerberg, Mba Email & Phone Number

Morrisville, Nc, Us

Raleigh, North Carolina, United States

Direct development of comprehensive finance, operations, and sales dashboards using advanced Power BI, improving data visibility across departments. Lead creation of daily, weekly, and quarterly reports, ensuring timely and accurate data for stakeholders. Collaborate with Head of Customer Experience and CFO to present actionable insights to U.S. C-suite.• Streamlined reporting processes, significantly reducing report generation time which accelerated decision-making and increased… Show more Direct development of comprehensive finance, operations, and sales dashboards using advanced Power BI, improving data visibility across departments. Lead creation of daily, weekly, and quarterly reports, ensuring timely and accurate data for stakeholders. Collaborate with Head of Customer Experience and CFO to present actionable insights to U.S. C-suite.• Streamlined reporting processes, significantly reducing report generation time which accelerated decision-making and increased operational efficiency.• Provided critical data analysis that directly influenced implementation of new customer experience strategy, leading to improved client satisfaction and retention. Show less

Cary, Nc

Led digital automation projects with tight deadlines, coordinating international teams to ensure timely delivery and adherence to project goals. Developed key metrics and reporting dashboards using Power BI for data visualization, enhancing transparency in actual and forecasted time and financial reporting • Drove implementation of streamlined reporting system that increased accuracy in time and financial tracking which improved overall project forecasting.• Effectively collaborated… Show more Led digital automation projects with tight deadlines, coordinating international teams to ensure timely delivery and adherence to project goals. Developed key metrics and reporting dashboards using Power BI for data visualization, enhancing transparency in actual and forecasted time and financial reporting • Drove implementation of streamlined reporting system that increased accuracy in time and financial tracking which improved overall project forecasting.• Effectively collaborated with cross-functional team to deliver major automation projects ahead of schedule, reducing operational costs while also boosting team productivity. Show less

Assist senior leadership in developing interactive, accurate, and timely reports for both internal and external consumption. Tools used include Salesforce, Oracle, and Tableau.Managed all aspects of data and financial reporting. Gather and assess business needs while also overseeing ad hoc and scheduled reporting for management, investors, and front-line staff.• Empowered leaders within Sales and Financial divisions with actionable intelligence by sharing insights related to Cost of… Show more Assist senior leadership in developing interactive, accurate, and timely reports for both internal and external consumption. Tools used include Salesforce, Oracle, and Tableau.Managed all aspects of data and financial reporting. Gather and assess business needs while also overseeing ad hoc and scheduled reporting for management, investors, and front-line staff.• Empowered leaders within Sales and Financial divisions with actionable intelligence by sharing insights related to Cost of Goods Sold as well as regional and product breakout. Show less

Cary, Nc

Leveraging my extensive professional experience, I supervised ad-hoc and scheduled reporting using MS Business Intelligence. I collaborated with multiple business groups, including marketing, sales, and finance to determine optimal report content and structure. Key Achievements:● Implemented new guidelines and routinized processes which enhanced efficiencies and equipped reports with immediately familiar and logical resemblance.

Durham, Nc

During my time with Fidelity Investments, I led efforts to develop Fidelity’s global benefit capability and profile. It was on me to architect key ad hoc, weekly, monthly, and yearly reporting solutions that detailed client activities and concerns. My scope of responsibility covered creating, distributing, and improving monthly NetBenefits (NB) mobile reporting. I also coordinated with cross-functional teams to understand needs and develop analytics-based solutions.Key Achievements:●… Show more During my time with Fidelity Investments, I led efforts to develop Fidelity’s global benefit capability and profile. It was on me to architect key ad hoc, weekly, monthly, and yearly reporting solutions that detailed client activities and concerns. My scope of responsibility covered creating, distributing, and improving monthly NetBenefits (NB) mobile reporting. I also coordinated with cross-functional teams to understand needs and develop analytics-based solutions.Key Achievements:● Hand-selected to serve as main point-of-contact for teams in US, Germany, UK, and Hong Kong for Salesforce integration and queries about clients in multiple geographies.- Delivered key research and seamless experience for all clients during integration.- Created Ribbit intranet site for global users with uniform reports which enabled teams to consistently measure KPIs and receive actionable intelligence.● Trained +100 managers to utilize Adobe reporting system which streamlined request process and provided end-clients with more tailored report experience. Show less

Morrisville, Nc

As an independent contractor, I applied my advanced analytical and process redesign expertise while working with various businesses and organizations. I worked closely with business transformation teams to create process flows and curriculum for internal IT system. Key Achievements:● Built and strengthened lasting relationships with Lenovo and NXG Consulting by planning and executing projects focused on global process mapping and credit process redesign.

Marlboro, Ma And Durham, Nc

Earlier in my career, I managed business analysis operations for an 80+ person team in the US and India. My role was to create accounting and operational forecast reports covering multiple-client demographics for our data team. I was able to maintain safe communications of confidential client demographic data across multiple internal organizations. I also developed process documentation, including user guides and as-is/to-be documents. Key Achievements:● Earned Outstanding Service Award… Show more Earlier in my career, I managed business analysis operations for an 80+ person team in the US and India. My role was to create accounting and operational forecast reports covering multiple-client demographics for our data team. I was able to maintain safe communications of confidential client demographic data across multiple internal organizations. I also developed process documentation, including user guides and as-is/to-be documents. Key Achievements:● Earned Outstanding Service Award in Spring 2004 in recognition for spearheading multiple data reconciliation projects while ensuring timely and cost-efficient completion.● Received recognition from Senior Vice President as "Process Change Champion" and Outstanding Service Award for architecting macro that streamlined workflows, cut costs, and significantly enhanced accuracy for complex cross-team process.● Applied leadership abilities, intercultural skills, and project management expertise while leading on-site team in Bangalore, India to successfully complete offshore migration of 10K monthly data changes.- Ensured off-shore team’s continued success and registered fewer errors than US counterparts via high-impact training and mentoring local personnel. Show less

Certificate, Infographics And Data Visualization

This online certificate program gives professionals the fundamentals they need to succeed in big data– and metrics-driven environments..

Mba, Business Administration (International)

Activities and Societies: Specialized in International Operations

Certificate, Teaching Engish As A Second Language

Bachelor'S Degree, Specialized In Asian History, Specifically China And Japan

Extensive studies in Chinese and Japanese History. additional coursework in Micros and Macro Economics and American and British literature.