Matt Frey

About Matt Frey

SENIOR PORTFOLIO MANAGER informing strategic planning and key decision making by conducting analyses of sales, risk, credit, market trends, ROI, and pricing to provide data insights. Perceptive problem solver leveraging strong technical competencies with interpersonal skills to resolve issues in collaboration with teams, working to mitigate risk. Consumer Packaged Goods (CPG) experience. Versatile team player adept at coordinating cross-functionally with stakeholders, delivering reports and communicating complex information to various audiences. Dedicated team manager providing training and guidance on financial controls and strategies to maximize profitability.Areas of Expertise:Portfolio ManagementAsset Based LendingRisk AnalysisCredit AnalysisMarket ResearchFinancial Planning & AnalysisAccounting Operations Dataset Manipulation Cross-Functional CoordinationReport & PresentationForecasting & Analysis Stakeholder CommunicationsTeam Leadership & Organization Financial Modeling

Experience

1. Senior Vice President - Team Lead

   Wintrust Financial Corporation

   Feb 2023 — Present · Chicago, IL, US

   Provided high-impact finance leadership, strategy, and coaching to a team of three direct reports and managed a portfolio of 52 customers comprising $1.2B in loans spanning business verticals; directed the talent lifecycle for personnel including hiring, onboarding, and ongoing professional development.• Maintained cross-functional relationships as a finance counterpart to sales, treasury, operations, and underwriting teams aimed at catalyzing alignment on reporting functions and common goals.• Conducted sales, pricing, market, cross-sectional, and trend analysis and provided recommendations to clients up to C-suite executives to implement dynamic strategies that enhance business results.• Worked directly with the turnaround operations team, leveraging insights from reporting and financial analyses to inform corrective action and change management activities as required. • Promoted stable processes, policies, and data integrity enabling strong financial controls, analytical and data-driven decision making, and efficient execution of financial management responsibilities. • Prepared risk, cash flow, trend, and budget analysis based on financial models, in addition to applying both quantitative and qualitative factors to construct reports that effectively visualize critical information. • Developed and implemented process improvements for more effective client and resource management to streamline operations and standardized financial overview workflows for deals.

Education

• Illinois State University

  Bachelor of Science - BS, Finance major, Accounting minor