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Matt Whitehead Email & Phone Number
Head of Financial Planning and Analysis (FP and A)
at
Steward Partners
2 work emails found
@cetera.com
2 phones found area 310 and 866
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Head of Financial Planning and Analysis (FP and A)
Location
Los Angeles, California, United States
Who is Matt Whitehead? Overview
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Quick answer
Matt Whitehead is listed as Head of Financial Planning and Analysis (FP and A) at Steward Partners, based in Los Angeles, California, United States. AeroLeads shows a work email signal at cetera.com, phone signal with area code 310, 866, and a matched LinkedIn profile for Matt Whitehead.
Matt Whitehead previously worked as Head of Financial Planning & Analysis (FP&A) at Steward Partners and Vice President, Financial Planning & Analysis at Cetera Financial Group. Matt Whitehead holds Mba, Finance And Strategy from University Of Minnesota - Carlson School Of Management.
Company email context
Email format at Steward Partners
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{first}.{last}@cetera.com
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AeroLeads found 2 current-domain work email signals for Matt Whitehead. Compare company email patterns before reaching out.
Profile bio
About Matt Whitehead
- A dynamic, vision-driven finance professional with a passion for and substantial experience in financial planning, forecasting and analysis including strategic planning, market and competitive analysis, accounting, business development, and M&A support. - More than 15 years of experience at Fortune 100/500 companies across a diverse set of industries, including Healthcare, Medical Device Manufacturing, Financial Services, and Aerospace.- Strong work ethic with proven promotability, having been promoted three times in last four years into progressive finance roles with increasing responsibilities and management oversight.- Reliable business partner with excellent business acumen, effective team building skills, and keen ability to drive results and success through cross-functional collaboration and sound communication skills.- Proficient user of all MS applications, multiple ERP systems, and business and data analytical applications, including Excel (i.e. LOOKUPs, INDEX, Pivot Tables, Modeling, Dashboards, Macros, VBA, ODBC), Oracle, JD Edwards, SAP, Hyperion Essbase, Cognos BI and Planning, Oracle Crystal Ball, Minitab, Salesforce, Dekker Trakker, MS Visio, MS Project, among others.CORE COMPETENCIES:P&L and FINANCIAL STATEMENTSREPORTINGBUDGETINGPRESENTATIONSDASHBOARDS and KPIsERP SYSTEMSFINANCIAL ANALYSISFINANCIAL MODELINGDATA ANALYTICSSTRATEGIC PLANNINGPROCESS IMPROVEMENT BUSINESS INTEGRATIONLEADERSHIP / MANAGEMENT
Listed skills include Forecasting, Strategic Financial Planning, Financial Modeling, Finance, and 35 others.
Current workplace
Matt Whitehead's current company
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12 roles
Matt Whitehead work experience
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Head Of Financial Planning & Analysis (Fp&A)
CurrentHead of FP&A for an industry-leading, rapidly growing wealth management firm.-----------------------------------------Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence.Securities services are offered through Steward Partners Investment Solutions, LLC (SPIS), registered broker/dealer, Member FINRA/SIPC. Investment advisory services Offered through Steward Partners Investment Advisory (SPIA), registered investment advisory. SPIS and SPIA are affiliates of Steward Partners Global Advisory, LLC.For important disclosure information, please see "Disclosures" page on our websitehttps://www.stewardpartners.com/Disclosures.36.htm.
May 2024 - Present
Vice President, Financial Planning & Analysis
Cetera Financial Group is one of the nation’s largest independent broker-dealer and investment adviser families generating approximately $2 billion in annual revenue. It provides award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, and innovative technology for nearly 9,500 independent financial professionals and more than 600 financial institutions nationwide. Cetera offers the benefits of a large, established and well-capitalized broker-dealer, while serving advisors in a way that is customized to their unique needs and aspirations. Cetera is committed to helping advisors grow their business and strengthen their relationships with clients.
Mar 2017 - May 2024
Director, Financial Planning & Analysis
Jun 2015 - Mar 2017
Consultant, Financial Planning & Analysis
Jan 2015 - Jun 2015
Director, Financial Planning & Analysis
Fuhu, makers of the award winning nabi® tablet for kids, is the world’s leading designer, seller and innovator of “thoughtful” consumer products and services for kids that deliver amazing experiences in entertainment and education. Fuhu is committed to creating children's solutions that are: (1) socially responsible, (2) made right, (3) make a difference in people's lives, (4) For Parents. By Parents. ® and (5) dedicated to the intellectual development of children. Fuhu provides an ecosystem of hardware, software services, and accessories to immerse kids in rich and engaging experiences. nabi® is available in all major U.S. retailers including Walmart, Best Buy, Target, GameStop, and other nationwide retailers. Fuhu is headquartered in El Segundo, Calif., with offices in Denver, San Jose, China, Hong Kong, Taipei and Japan. www.fuhu.comwww.nabi.comForbes | 2014 | #1 Most Promising Company in the U.S.Inc. Magazine | 2013 Inc. 500 | #1 Fastest Growing Company in the U.S.PC Magazine | nabi® named the Best Tablet for Kids.
Feb 2014 - Jan 2015
Senior Financial Analyst
Gmac Rescap
Ally Financial Inc. (formally GMAC Inc.) is a top 15 bank holding company and leading financial services company offering a full suite of financing products and services.
Jun 2006 - Apr 2009
Engineering Business Analyst
A $38 billion diversified technology manufacturing company, serving customers worldwide with aerospace, automotive, building, technology, and energy products and services.
Mar 2005 - Jun 2006
Inventory Financial Accountant
Aug 2003 - Mar 2005
Operations Finance Program Accountant
Dec 2002 - Aug 2003
Finance Student Internship
Nov 2000 - Dec 2002
Franchise Owner - Prior Lake, Savage, And Shakopee
*Nominated for Quality Outlet of the Year for 2000
Jan 2000 - Oct 2000
2 education records
Matt Whitehead education
Mba, Finance And Strategy
University Of Minnesota - Carlson School Of Management
Bachelor Of Arts In Financial Management, Finance
University Of St. Thomas
FAQ
Frequently asked questions about Matt Whitehead
Quick answers generated from the profile data available on this page.
What company does Matt Whitehead work for?
Matt Whitehead works for Steward Partners.
What is Matt Whitehead's role at Steward Partners?
Matt Whitehead is listed as Head of Financial Planning and Analysis (FP and A) at Steward Partners.
What is Matt Whitehead's email address?
AeroLeads has found 2 work email signals at @cetera.com for Matt Whitehead at Steward Partners.
What is Matt Whitehead's phone number?
AeroLeads has found 2 phone signal(s) with area code 310, 866 for Matt Whitehead at Steward Partners.
Where is Matt Whitehead based?
Matt Whitehead is based in Los Angeles, California, United States while working with Steward Partners.
What companies has Matt Whitehead worked for?
Matt Whitehead has worked for Steward Partners, Cetera Financial Group, Medium.Com, Fuhu, Inc, and Gmac Rescap.
How can I contact Matt Whitehead?
You can use AeroLeads to view verified contact signals for Matt Whitehead at Steward Partners, including work email, phone, and LinkedIn data when available.
What schools did Matt Whitehead attend?
Matt Whitehead holds Mba, Finance And Strategy from University Of Minnesota - Carlson School Of Management.
What skills is Matt Whitehead known for?
Matt Whitehead is listed with skills including Forecasting, Strategic Financial Planning, Financial Modeling, Finance, Cross Functional Team Leadership, Analysis, Financial Analysis, and Variance Analysis.
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