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Daniel Matthews

MBA in Finance with over 10 years of experience

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Intro
Atlanta, United States
Studied Finance at Mercer University
Studied Biology at Eckerd College
Financial Services
linkedin.com/in/daniel-matthews-790b5557
Joined February 16, 2024

Skills

Microsoft Excel
Microsoft Excel PowerPivot
Business Excellence
Excel Dashboards
Microsoft Office
Microsoft Office 365
Microsoft Outlook Development
Microsoft PowerPoint
Apple iWork
Apple Macintosh
Apple Software
Accounting
Account Management
Accounts Payable Management
Accounts Receivable Management
Financial Accounting
Communications
Client Communication
Client Communications
Communication & relationship-building skills. Listen attentively
Opperations
Business Mathematics
Mathematics
Applied Mathematics
Teaching Mathematics
Mathematical Analysis
Portfolio Performance Modeling
Business Portfolio Management
Corporate Portfolio Management
Investment Portfolio
Portfolio Management
Portfolio Managers
Financial Analysis
Financial Management
Financial Reporting
Financial
Financial & Operational Modeling
Financial Accountability
Financial Accounting Standards Board (FASB)
Financial Analyst
Financial Analytics
Financial Audits
Financial Calculations
Financial Background
Customer Service
Customer Support
Building Customer Relations
Customer Engagement
Operations Management
Muli-tasking

Languages

English
-
Native or Bilingual
About
Enthusiastic finance professional with a solid background in portfolio management and operations, holding an MBA with a concentration in Finance from Mercer University. Accomplished Lean Six Sigma Green Belt certified expert with a keen eye for detail and a track record of driving operational efficiency. And as a proactive team player, I bring a commitment to accuracy, efficiency, and strategic financial decision-making to any professional setting.
Experience
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Action Capital Corp
Nov 2017 – Jun 2022
Atlanta, Georgia
Sr. Portfolio Manager
-Managed a portfolio of 75 active customers, approved up to $5M of funding every day -Worked to generate a full understanding of customer’s business strategy, products, setup, financial standing, and needs in order to assist them with general financing and determine the best products for their company -Audited invoices submitted by customers as collateral -Worked with clients to ensure they could do business unencumbered and in compliance -Audited customer accounts, ran risk and financial analytics, and reviewed inaccuracies with customers for risk management -Credit qualified account debtors, monitored payments, and dilution
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Action Capital Corp
Nov 2016 – Nov 2017
Atlanta, Georgia
Asst. Operations Manager
-Supervised the Accounts Payable team -Trained all new operations and accounting employees -Built spreadsheets to maximize efficiency and improved accuracy for capturing data -Supported the Vice President of Operations through effective management of the Operations Team -Created Company Website which integrated business-end infrastructure with the end-user interface
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Action Capital Corp
Dec 2015 – Nov 2016
Atlanta, Georgia
Accounts Receivable/Payable Specialist
-Received and batched customer payments up to $12M each day (including checks, wires, and ACH) -Balanced day-end books for both Accounts Receivable and Accounts Payable -Processed and entered customer invoices -Prepared and transmitted funds to customers
Education
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Mercer University
Aug 2022 – Aug 2023
MBA, Finance
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Eckerd College
Aug 2008 – Aug 2013
Bachelor of Science, Biology
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