Matthew Pass Email & Phone Number

Scarsdale, Ny, Us

Great Neck, Ny, Us

Leveraging my extensive expertise in finance, accounting, FP&A, reporting, and data management/analysis to help ensure that clients achieve their NetSuite implementation goals.Role: Spearheading the transition from Oracle to NetSuite, providing comprehensive data migration, operational guidance, and implementation support.Achievements:Successfully brought new NetSuite system from initial planning to live deployment in under 75 days.Collaborated directly with the CEO, Controller, and private equity owners to establish a new finance and accounting operation as part of a corporate carve-out.Key Responsibilities: - Restructured the company's Chart of Accounts to align with new business requirements. - Led the migration of all General Ledger and Sub-Ledger data from Oracle to NetSuite. - Developed custom reports and saved searches to support finance and operational needs. - Implemented Payments and Fixed Assets modules, enhancing financial processes. - Provided comprehensive user administration and training, including the creation of a client-specific user guide. - Assisted in establishing new accounting processes, procedures, and policies. - Implemented additional systems such as Expensify for T&E and Corporate Cards, and Insperity for payroll reporting. - Established bank and cash reconciliation processes to ensure financial accuracy and integrity.

Golden, Colorado, Us

Hired by CEO and PE firm to provide consulting services on multiple projects, including: the development of an AI-based taxonomy system for editorial, circulation analyses/projections, and M&A project analytics/advisory.

New York, New York, Us

Hired by PE firm to lead finance operation as member of new executive leadership team charged with transforming and revitalizing the brand. Key member of executive Strategic Planning team for all new products, operational changes, and other company initiatives.Achieved 200% increase in profits on 100% revenue growth by controlling costs, supporting expansion into new product lines, and consistently implementing new systems and process improvements

Freelance finance and accounting consultant for multiple clients. Projects included: - Creating detailed financial models, forecasts and analyses in support of company financing efforts - Managing monthly close, revenue and cash reconciliations- Providing audit preparation and support- Restructuring client's chart of accounts- Salesforce.com administration and programming - Consolidating multiple client lists (10,000+ records) into single list; clean, de-duplicate, standardize and normalize data. Output final list as both raw data and useable .pdf reports.

New York, Us

Re-established all finance, accounting and sales reporting/analysis operations and systems for a rapidly-growing interactive television advertising/development company. Developed the company’s first formal sales reporting and product development management systems. Responsible for all accounting activities. Created complex predictive operating models. Provided all analyses and projections in support of company funding initiatives. Automated sales and finance reporting/analysis/reconciliation processes . Provided all budgeting and reforecasting models and analyses. Led audit support. Salesforce.com administrator/programmer.

Directed all strategic and financial activities of an employee information management start-up (pre-launch). Created financial models/business plans, participated in systems and service offerings development, established financial processes and pricing, managed all external legal and accounting resources, wrote/produced website and all marketing materials/presentations.

New York, Ny, Us

Designed, built and implemented entirely new revenue reporting and analysis system that consolidated actual/YTD sales revenue data with client-by-client sales projections across all five Fairchild Fashion Media businesses. System significantly enhanced divisional revenue reporting and analysis capabilities, making possible previously-unavailable product detail/trend analyses, rolling forecasts and performance reports, and reducing divisional consolidation/reporting turnaround times.

New York, Ny, Us

Managed all aspects of finance, including all sales support, budgeting, pricing and business reporting/analysis activities. Created detailed financial models to support executive management’s new multi-million dollar strategic planning initiatives.

New York, Ny, Us

Media Networks, Inc. (MNI) / Targeted Media, Inc. (TMI)Led Finance activities, including: client pricing, contracts, billing, collections, monthly close/variance analyses, budgeting/planning, reporting/analysis, corporate audits, and compliance reviews for two divisions (revenues $80+ million) selling print and online advertising. Restructured product pricing and sales compensation plans for both divisions, increasing profitability. Provided all divisional financial modeling, forecasting and analysis. Spearheaded the adoption of Crystal Reports, significantly improving the division’s analytical and reporting capabilities, and reducing response time for regular and ad hoc reports by 75%. Developed and implemented numerous process/system improvements, reducing staffing needs by 20% and saving over $250K annually. Directed all Accounting activities for TMI division (full P&L and Balance Sheet management). Redefined divisional revenue recognition procedure and built database system to support the change.

New York, Ny, Us

Financial consultant providing financial modeling and forecasting for six new revenue opportunities for the Museum, as well as analysis of existing operations for the Museum's management/trustees. Recommendations included: detailed product descriptions, implementation plans and in-depth financial models/projections.

Structured information management processes for Internet start-up. Developed strategic plans (including all financial models) for adding music to the system and targeting the youth market.

Directed all development activities (design, production, and marketing) for the creation of a new ecommerce site, bringing 'The Uproar Store' from concept to live in less than 90 days.

Toronto, On, Ca

Researched, wrote and presented detailed investment recommendations for equities in the Retail and Capital Goods sectors.

New York, Ny, Us

Directed marketing information analytics, and wrote/produced sales presentation and materials to support national sales efforts for three national publications. Conducted and analyzed both syndicated and original marketing research, translating results into viable sales materials. Designed, programmed and implemented numerous sales and marketing databases using FileMaker Pro while attending graduate school. Created extensive photo-rights management database used by editorial at Time Inc.

Directed media planning activities for national adverting clients.

Member of team developing media plans for national advertisers.

Mba, Finance/Accounting

Bs, Marketing