Matthew Bartok

Experience

1. Financial Analyst

   Fiserv

   Jul 2023 — Present · Berkeley Heights, NJ, US

   Leveraged models, incorporated assumptions, and worked with product leaders to prepare and set the annual budget, forecast versions, and long range plan for the business unitCalculated monthly accruals, allocations, and reclassess to work with accounting and ensure expenses and invoicing/ work performed on projects properly align in the P & LCommunicated daily current point estimates with leadership and explained variances to the budget or forecast throughout the month-end and quarter-end close cyclesDeveloped various models to estimate capitalized software and amortization expense based on project level detail to enhance reporting within the business unitAnalyzed vendor contracts to create expense schedules based on billing structure and cost allocationMapped resources to properly align their expense with the products being worked on following an organizational restructureUtilized macros in excel to create a headcount model that tracks the movement of associates within the organization and projects the expense impact at the business unit levelEvaluated the adequacy of risk-mitigating controls across the company through comprehensive testing and analysis to execute audits in supporting the Corporate Assurance and Advisory Services teamStrengthened understanding of the underlying structure of a Fortune 500 company regarding business operations, key interdependencies, and risk identification and assessment