Tony Matulac
Senior Finance Manager, Trusted Partner, Strategic Leader | Expert in FP&A, financial modeling, and enabling data-driven decision-making.
- Role
- Senior Fp & a Manager Director at Citizens
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Tony Matulac
I bring expertise in financial management, from budgeting, forecasting, reporting…
Experience
Senior Fp & a Manager Director
Mar 2022 — Present · San Francisco, CA, US
Joined via acquisition of JMP Group; collaborated on acquisition integration (processes, financial systems, personnel)- Partnered cross-functionally on budgeting, forecasting, variance analysis, reporting, and strategic planning, including creating financial models and engaging with business leaders on metrics/KPIs and action plans- Owned FP & A/P&L support and equity revenue accounting for Capital Markets division, communicating analytical insights to senior leadership to drive cost savings and enable data-driven decision-making- Shaped policies, strengthened internal controls, and ensured regulatory compliance (e.g, Sarbanes-Oxley (SOX))- Instilled best practices and mentored junior associates on financial analysis and modeling techniques- Drove process improvements for efficiency, including streamlining forecasting while improving accuracy/predictability.
Education
San Francisco State University
BS
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