Matthew Bentz
Salisbury
Summary
Dynamic Senior Revenue Retention Analyst with a proven track record, excelling in financial modeling and strategic planning. Expert in cross-functional collaboration, I streamlined reporting processes, reducing turnaround time by 20%. Passionate about leveraging data visualization and risk assessment to drive actionable insights and enhance revenue strategies.
Overview
6
6
years of professional experience
Work History
Senior Revenue Retention Analyst
ConnectWise
Tampa
09.2023 - Current
- Oversaw high-quality analysis and deliverables that framed objectives and articulated insightful findings.
- Managed end-to-end high-impact projects, from developing approaches to final delivery of recommendations.
- Monitored market trends and competition, assessing implications to develop actionable revenue strategies.
- Collaborated with post-sales data team to identify new datasets for actionable executive reporting.
- Conducted statistical and cohort analyses on internal data to uncover insights that drive retention.
- Defined business management processes and led improvement projects to enhance performance.
- Trained team members on analytical tools and techniques, boosting overall team capability.
- Streamlined reporting processes, achieving a 20% reduction in turnaround time.
Senior Financial Analyst
Comcast
Philadelphia
09.2019 - 09.2023
- Responsible for preparing and reviewing financial and business case models for use in making individual sales opportunity pricing and capital funding decisions in a timely manner.
- Work closely with senior management and legal team to review financial details and risk associated with specific business opportunities, as well as providing comprehensive reporting on opportunities.
- Manage and facilitate the day-to-day financial review, analysis, and pricing approval process for customer opportunities including large-scale project management for RFP's.
- Work cross-functionally with sales/sales operations to incorporate strategic insight into deal specific pricing/financial models utilizing salesforce and CPQ.
- Promote the adoption of and adherence to business modeling guidelines, as well as resolve various ad-hoc financial modeling requests, and risk mitigation exercises.
- Developed and maintained comprehensive financial models to assess pricing strategies for new product launches.
- Performed sensitivity analysis to assess risk associated with various investment options or scenarios.
- Reviewed and endorsed financial assumptions used in strategic planning.
Education
Bachelor of Science - Economics
Pennsylvania State University
State College, PA01.2017
Minor - Business
Pennsylvania State University
State College, PA01.2017
Skills
- Financial modeling and pricing
- Strategic planning
- Microsoft Excel
- Configure Price Quote (CPQ)
- Salesforce (SFDC)
- Financial reporting and analysis
- Risk assessment
- Contract analysis
- Cross-functional collaboration
- Data visualization
Extracurricular Activities
Economics Club, Member, 08/2015, 05/2017
Awards
Comcast Stellar Standout Recipient
Timeline
Senior Revenue Retention Analyst
ConnectWise
09.2023 - Current
Senior Financial Analyst
Comcast
09.2019 - 09.2023
Bachelor of Science - Economics
Pennsylvania State University
Minor - Business
Pennsylvania State University