Matt S Farwick

Matt Farwick 4654 Redmond Pl, Sanford, FL 32771 - ▪ -_____________________________________________________________________________ PROFILE SUMMARY More than ten years of financial planning, reporting and analysis while demonstrating the unique ability to problem solve, work efficiently, find solutions, simplify and streamline processes. Able to see the big picture, communicate at all business levels and take swift action. Quick and continuous learner who always strives to expand upon knowledge base. EXPERIENCE Financial Analyst/Consultant, CapAcuity Oct 2017-Present Key player in financial company startup Strategize key acquisitions of company and payment schedules best suited for long term value Forecast cash flows, P&Ls and headcounts for best possible outcome Created database for business to build off of by VBA coding macros Created template for automation of advanced investment analytics for new and existing client investment menus via VBA coding cutting down analytic process from over a week to a few seconds Perform valuation analysis and integration for asset acquisition on M&A deal to help scale our venture Perform asset liability management (ALM) for clients by creating monthly packages Financial Analyst, INTL FCStone Oct 2015-May 2017 Led development and use of international templates and custom reports for simplified reconciliation and variance analysis Daily reconciliation of all accounts Analyzed and forecasted key financial indicators such as liquidity, margin and foreign currency exposure Developed new bank fee methodology which saved over $.5M Liaison between all parties to ensure clear understanding of financial processes Report P&L, AR/AP, Position Tracking (Trade vs Settlement Date) and Cash Flows to appropriate parties Ad hoc analysis conducted based on the needs of a project or upon manager’s request Financial Analyst, Kevan Spear, CPA Nov 2010-Oct 2015 Prepped financial records and included into system which enabled automated reports for review Assisted in business strategy based on business metrics and trends Identified theft in a company through record review and interviews Responsible for forecasting trends, creating budgets and operating plans Created reports for accountant to review (Cash Flows, P&L, Balance Sheet) Ad hoc reports created to analyze specific business needs Securities Operations Specialist, US Bank Sep 2008-Oct 2010 Accurately cleared trades for bank in excess of $40M Audit financial documents Managed the process to allocate assets into the vault as well as withdraw paid off securities Managed bearer bonds process fulfillment Led the research and identification of lost securities recovering over $20M EDUCATION Bachelor of Science in Finance, University of South Florida (3.4/4.0 GPA) May 2008 Series 99 Certification, Operations Professional Oct 2015 Lean Six Sigma In Progress SKILLS Computer Skills Microsoft Office (Word, Excel, Power Point, Outlook) Bloomberg Terminal QuickBooks SQL Salesforce HTML Coding (Basic & ongoing) VBA Morningstar Direct INVOLVEMENT Co-Captain of high school Wrestling Team - College Rugby - EMT with ER & Ambulance -