Robert Matteson Email and Phone Number

☐ Update forecasts monthly☐ Update LRP during planning cycles☐ Check forecasts with actualized data and input actualized distributions and investments in Essbase☐ Provide explanations on variances to previous forecasts and budgets in preparation for financial review meeting. Discuss variances/explanations during monthly forecast meetings and follow up on unresolved questions ☐ Compare cash calls to budget/forecast and note variances in the financial reviews☐ Compare distributions to budget/forecast and note variances in the financial reviews☐ Develop internal model as a secondary verification to partner models☐ Review consent requests and recommend approval or amendments to GM

Currently working on an MBA/MDiv dual degree

• Responsible for creating and executing recreation events for over 150 students.• Build relationships with high risk students.• Help students overcome problems and difficult family issues

• Assisted in fundraising efforts, including working on special events.• Worked with the budget in order to find ways to more efficiently spend money.• Met with outside marketing companies to determine if they would help fundraising.• Met and had conversations with donors about the Methodist Children’s Home.

• Responsible for billing orders when ready.• Responsible for keeping track of all open orders in order to prepare them to bill.• Crossed trained with other departments in order to help with various tasks.• Responsible for pre-billing clients in situations where it is necessary.