Matthew Thomas Nelson, MBA

(585) 662-8556 matthew@matthewnelson.ca

Controller, Business Analyst and Financial Management Qualifications

Ten years progressively responsible financial management and supervisory roles, with expertise in accounting and controls including: Closing schedules, capital budgeting, pro-forma financial statements, cash flow management, mergers & acquisitions, capitalization structure, employee stock options, and payroll. Expert MIS and spreadsheet modeling experience and achievements. History of professional achievements complemented by Masters in Business Administration with concentrations in accounting and finance. Professional competencies, credentials and continuing education evidenced via AICPA & IMA memberships, candidacy for CPA Examination, pursuit of CMA and CIA designations, and COSO framework development. Technical talents associated with: General ledger, cost accounting, defense contract audit (DCAA) compliance, US GAAP financial reporting and disclosures, PCAOB and SEC Regulations, Sarbanes-Oxley (SOX) and DoddFrank requirements, EDGAR and XRBL knowledgeable, MACRS depreciation, interstate payroll, corporate governance and compliance, corporate tax returns, franchise taxes, fixed assets and property tax, internal auditing and control assessment and planning, pensions and 401(k), MBO bonuses, treasury buybacks, carveout plans, fair-value derivative accounting (SFAS 133), and IFRS knowledgeable.

Graduate Management, Accounting and Finance Studies and Honors

ROCHESTER INSTITUTE OF TECHNOLOGY Masters of Business Administration with Accounting and Finance Concentrations Member BETA GAMMA SIGMA International Honor Society. Third Place Western New York CFA Institute Global Investment Research Challenge. ROCHESTER, NY 2012

Controller, Business Analyst and Financial Management Achievements

ASTORIA SOFTWARE, INC. SAN FRANCISCO, CA Controller 2008 - 2011 Astoria Software is the global leader in On-Demand XML content management systems for dynamic product documentation. As Controller of this $45 million venture capital (VC) startup, oversaw all aspects of company's fiscal direction culminating in successful acquisition, and implementation and execution of internal accounting controls. Maintained critical accounting policies for estimations and supervised journal entries for staff of four. Led due diligence for divesture of company assets following first profit in 2009. Responsible for master budget and internal controls for financial reporting. Forecasted cash flows and planned capital expenditures resulting in 28% quarterly growth in net margin. Software service contract revenue recognition for mulitmillion dollar subscriptions according to US GAAP. Allocated costs across three company divisions and prepared consolidated financial statements. Coordinated due diligence with external audit attestation and tax preparation processes with Deloitte. Administered corporate governance & compliance across multiple jurisdictions, including New York state. Calculated fair value of employee stock options (ESO) and convertible securities. Directed fringe benefits and 401(k) administration and accounting, saving 43% in related costs. ECOMERIT TECHNOLOGIES, LLC SANTA BARBARA, CA Accounting Manager 2010 Engineering startup focused on the development of ocean current and wave energy extraction devices. Funded by Department of Energy grants, installation of dynamic and robust accounting controls and budgeting were needed to ensure effective project management and governmental audit compliance. Implemented DCAA compliant accounting policies and controls. Optimized cash flow forecast of multiple grant-funded projects. Automated complex billing process resulting in next-day reimbursements. Developed monthly closing procedures and standard costs based on engineering hours. Managed collections and contract invoicing resulting in efficient release of purchase orders. Assisted federal auditors in compliance with Department of Energy requirements.

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Controller and Financial Management Achievementscontinued

REUNEL MANUFACTURING, INC MAXWELL, CA VP and Director of Finance Full Time 2005 - 2008 Accountant Part Time 2000 - 2004 Office Assistant Part Time 1994 - 2000 Reunel Manufacturing produces premium after-market pickup truck bumpers designed for electric winches. As director of finance for this small, family owned business, oversaw financial and human resources functions. Implemented US-GAAP and superivised staff of 15 with three direct reports. Developed monthly closing procedures and schedules, accounting policies, and internal controls. Communicated reporting requirements with CEO and banks, including USDA and SBA loans. Created and managed master budget and related manufacturing bills of materials and schedules. Determined standard cost accounting metrics resulting in 55% increase in efficiency. Instituted IIPP governance and safety regulations in accordance with CAL-OSHA and EPA. Organized quarterly performance reviews and personally interviewed staff. Directed weekly staff & safety meetings to discuss current orders, backlogs and OSHA compliance.

Additional Business Experience

COUNTY OF SANTA BARBARA SANTA BARBARA, CA Human Resources Generalist 2004 - 2005 Provided unprecedented analysis of employee productivity with custom HRIS and Crystal Reports. Learned SQL database & Visual Basic programming languages on the job.

IT, Software & Computer Specialties

MICROSOFT EXCEL Expert modeling for business analysis & mastery of all functions and features. Robust conditional programming and iterative differentials such as balance sheets and budgets. Powerful nonparametric statistical analysis, including Monte Carlo and value-at-risk (VaR). VBA coding for macros, custom functions and routines, programmable ActiveX controls. QUICKBOOKS PRO All versions. Administrative roles over security, business information, 1099 publication, full G/L access. PEACHTREE ACCOUNTING All versions. Manufacturing solution. Full administrative access. Customize Crystal Reports X from raw data. SQL, MICROSOFT ACCESS, FILEMAKER PRO, AND DATABASES Intermediate SQL (2000) script writing and database management. Design relationship architecture. CRYSTAL REPORTS AND ODBC CONNECTIVITY Raw data export from SQL tables or software solution to Excel and ODBC & web links between programs. ERP TRAININGS AND CERTIFICIATIONS IN PROGRESS SAP R/3, Oracle Hyperion, MS Dynamics Great Plains

Undergraduate Studies
UNIVERSITY OF CALIFORNIA, SANTA BARBARA Bachelor of Arts in Slavic Languages and Literature Minor in Music (Classical Guitar) SANTA BARBARA, CA 2005